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iShares US Basic Materials ETF

182 hedge funds and large institutions have $308M invested in iShares US Basic Materials ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 52 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,730% more call options, than puts

Call options by funds: $1.13M | Put options by funds: $40K

36% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 14

2% more funds holding

Funds holding: 178182 (+4)

0.31% less ownership

Funds ownership: 61.13%60.82% (-0.31%)

1% less capital invested

Capital invested by funds: $310M → $308M (-$2.44M)

10% less repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 52

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
182
Holders Change
+4
Holders Change %
+2.25%
% of All Funds
2.44%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
19
Increased
47
Reduced
52
Closed
14
Calls
$1.13M
Puts
$40K
Net Calls
+$1.09M
Net Calls Change
+$1M
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$61M +$33.2K +244 +0.1%
PCH
2
PGIM Custom Harvest
New Jersey
$40.7M +$452K +3,318 +1%
Morgan Stanley
3
Morgan Stanley
New York
$36.2M +$886K +6,502 +2%
Bank of America
4
Bank of America
North Carolina
$16.9M -$464K -3,408 -3%
CB
5
Commerce Bank
Missouri
$16.3M -$869K -6,380 -5%
UBS Group
6
UBS Group
Switzerland
$11.5M -$2.19M -16,097 -16%
LPL Financial
7
LPL Financial
California
$11.3M +$996K +7,315 +10%
Wells Fargo
8
Wells Fargo
California
$9.86M -$1.79M -13,175 -15%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$9.59M +$590K +4,334 +6%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$6.43M -$3.81M -27,988 -37%
Bank of Nova Scotia
11
Bank of Nova Scotia
Ontario, Canada
$4.46M
Goldman Sachs
12
Goldman Sachs
New York
$4.45M -$1.54M -11,340 -26%
Citadel Advisors
13
Citadel Advisors
Florida
$4.27M +$2.44M +17,946 +131%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$4.09M -$391K -2,869 -9%
CRC
15
Curi RMB Capital
Illinois
$3.1M +$3.14M +23,027 New
Osaic Holdings
16
Osaic Holdings
Arizona
$3.01M +$643K +4,723 +27%
National Bank of Canada
17
National Bank of Canada
Quebec, Canada
$2.98M -$208K -1,528 -6%
S
18
Sachetta
Massachusetts
$2.94M -$3.02M -22,135 -50%
MML Investors Services
19
MML Investors Services
Massachusetts
$2.64M +$150K +1,101 +6%
Raymond James Financial
20
Raymond James Financial
Florida
$2.32M +$155K +1,137 +7%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$2.22M -$64.7K -475 -3%
AWM
22
AE Wealth Management
Kansas
$1.94M +$1.87M +13,698 +1,918%
Focus Partners Wealth
23
Focus Partners Wealth
Massachusetts
$1.74M -$516K -3,787 -23%
PFA
24
Pathway Financial Advisors
Vermont
$1.65M
FCFC
25
First Citizens Financial Corp
Iowa
$1.53M -$24.8K -182 -2%

IYM Hedge Fund Activity: Q1 2025 in Review

182 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares US Basic Materials ETF (IYM) for Q1 2025, worth a combined $308M — down 0.79% from $310M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IYM positions and 14 closed out — a net gain of 5 holders — while 47 added to existing stakes and 52 trimmed.

The largest buyer was Curi RMB Capital, opening a new position worth an estimated $3.14M. The largest seller was Royal Bank of Canada, cutting an estimated $3.81M.

  • 182 institutional investors held iShares US Basic Materials ETF (IYM) as of Q1 2025, up from 178 in Q4 2024.
  • Funds reported $308M of iShares US Basic Materials ETF stock for Q1 2025, down 0.79% quarter-over-quarter.
  • 19 funds opened new iShares US Basic Materials ETF positions in Q1 2025 and 14 closed out, a net change of +5 holders.
  • The largest iShares US Basic Materials ETF buyer in Q1 2025 was Curi RMB Capital, an estimated $3.14M added.
  • The largest iShares US Basic Materials ETF seller in Q1 2025 was Royal Bank of Canada, an estimated $3.81M sold.

Based on aggregated 13F filings for Q1 2025.