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iShares U.S. Basic Materials ETF (IYM) Institutional Ownership

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$143.48
-0.81 (-0.56%)
(As of 05/8/2024 ET)
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Institutional Ownership Changes (13F Filings) for iShares U.S. Basic Materials ETF (NYSEARCA:IYM)

Number of
Institutional Buyers
(last 12 months)
85
Total
Institutional Inflows
(last 12 months)
$94.87M
Number of
Institutional Sellers
(last 12 months)
55
Total
Institutional Outflows
(last 12 months)
$64.53M
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IYM Institutional Buying and Selling by Quarter

iShares U.S. Basic Materials ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2024Oppenheimer & Co. Inc.1,448$214K0.0%N/A0.031%
5/4/2024 Essex LLC4,555$673K0.2%-6.4%0.099%
5/3/2024 Commerce Bank117,528$17.36M0.1%-0.2%2.555%
5/1/2024 Janney Montgomery Scott LLC2,462$364K0.0%+64.8%0.054%
5/1/2024 DORCHESTER WEALTH MANAGEMENT Co1,365$201K0.0%N/A0.030%
4/30/2024 Private Advisor Group LLC3,408$503K0.0%-6.9%0.074%
4/29/2024Commonwealth Equity Services LLC40,112$5.93M0.0%-7.2%0.872%
4/27/2024 Kellett Wealth Advisors LLC10,972$1.62M1.1%+26.8%0.239%
4/26/2024 Trueblood Wealth Management LLC1,431$211K0.1%N/A0.031%
4/26/2024 Cottonwood Capital Advisors LLC4,643$664K0.5%-6.1%0.101%
4/26/2024 Clear Creek Financial Management LLC2,373$351K0.0%-6.6%0.052%
4/26/2024 Mesirow Financial Investment Management Inc.5,475$809K0.0%N/A0.119%
4/23/2024 Raymond James Financial Services Advisors Inc.9,014$1.33M0.0%-19.2%0.212%
4/19/2024 FORVIS Wealth Advisors LLC4,522$668K0.0%+2.1%0.106%
4/18/2024 HFG Advisors Inc.2,963$438K0.4%-10.2%0.070%
4/17/2024 Foguth Wealth Management LLC.2,526$373K0.2%N/A0.059%
4/16/2024 Independence Bank of Kentucky2,175$321K0.1%-10.3%0.051%
4/16/2024 Dohj LLC4,911$726K0.2%N/A0.116%
4/11/2024 &PARTNERS3,856$570K0.1%N/A0.091%
3/4/2024Vima LLC861$119K0.3%N/A0.014%
2/28/2024EP Wealth Advisors LLC1,632$225K0.0%N/A0.027%
2/27/2024 Counterweight Ventures LLC12,770$1.76M1.6%N/A0.215%
2/12/2024Focus Financial Network Inc. ADV1,484$205K0.0%N/A0.025%
2/12/2024Steward Partners Investment Advisory LLC6,839$945K0.0%-48.8%0.115%
2/9/2024 Advisory Services Network LLC1,521$210K0.0%-82.1%0.026%
2/9/2024 Commerce Bank117,748$16.27M0.1%-2.2%1.979%
2/9/2024 Sachetta LLC34,898$4.82M2.3%N/A0.587%
2/9/2024Wells Fargo & Company MN162,507$22.45M0.0%+0.7%2.731%
2/9/2024UBS Group AG140,200$19.37M0.0%+6.6%2.356%
2/8/2024TrinityPoint Wealth LLC1,520$210K0.0%-4.8%0.026%
2/8/2024Atlantic Edge Private Wealth Management LLC490$68K0.0%N/A0.008%
2/8/2024Navellier & Associates Inc.2,356$326K0.0%N/A0.040%
2/8/2024Beacon Pointe Advisors LLC2,122$293K0.0%-13.2%0.036%
2/8/2024 MinichMacGregor Wealth Management LLC2,147$297K0.1%-16.6%0.036%
2/8/2024Wade G W & Inc.16,230$2.24M0.1%-2.0%0.273%
2/8/2024Nvwm LLC6,934$958K0.3%+593.4%0.117%
2/7/2024 NBC Securities Inc.192$26K0.0%-43.5%0.003%
2/7/2024Principal Securities Inc.1,382$191K0.0%N/A0.023%
2/6/2024Picton Mahoney Asset Management2,300$318K0.0%+139.6%0.039%
2/6/2024Family Asset Management LLC1,916$265K0.2%-43.4%0.032%
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2/6/2024 Private Advisor Group LLC3,659$506K0.0%+15.8%0.061%
2/6/2024 Ifrah Financial Services Inc.3,116$430K0.1%-33.3%0.052%
2/5/2024 Navis Wealth Advisors LLC7,845$1.08M1.4%+1.1%0.132%
2/2/2024Atria Wealth Solutions Inc.1,924$266K0.0%N/A0.032%
2/1/2024 Nikulski Financial Inc.7,477$1.03M0.4%-1.5%0.126%
2/1/2024 CWM LLC636$88K0.0%+15.6%0.011%
1/31/2024 Wetzel Investment Advisors Inc.308$43K0.0%N/A0.005%
1/31/2024 Kellett Wealth Advisors LLC8,653$1.20M0.9%N/A0.145%
1/29/2024 Graypoint LLC1,531$212K0.0%N/A0.026%
1/29/2024 Essex LLC4,865$672K0.2%-24.6%0.082%
1/26/2024 Turtle Creek Wealth Advisors LLC206$28K0.0%N/A0.003%
1/25/2024 International Assets Investment Management LLC28,212$3.90M0.0%N/A0.474%
1/24/2024 Allworth Financial LP744$103K0.0%-20.6%0.013%
1/24/2024 International Assets Investment Management LLC28,212$3.90M0.0%N/A0.474%
1/24/2024 Clear Creek Financial Management LLC2,541$351K0.1%-10.1%0.043%
1/23/2024 Independence Bank of Kentucky2,425$335K0.1%-3.6%0.041%
1/22/2024 Glass Jacobson Investment Advisors llc1,480$204K0.1%+111.4%0.025%
1/22/2024 Southern Capital Advisors LLC1,599$221K0.2%N/A0.027%
1/17/2024 Patriot Investment Management Group Inc.3,185$440K0.0%-4.3%0.054%
1/16/2024 Raymond James Financial Services Advisors Inc.11,150$1.54M0.0%-10.8%0.187%
1/16/2024 Raymond James & Associates7,590$1.05M0.0%-74.2%0.128%
1/16/2024 Wealthstar Advisors LLC10,806$1.49M0.2%N/A0.182%
1/12/2024 Mutual Advisors LLC2,115$292K0.0%+8.0%0.036%
1/11/2024 Brookstone Capital Management19,089$2.64M0.1%+8.7%0.321%
1/11/2024First Citizens Financial Corp13,716$1.90M1.2%-2.2%0.231%
1/11/2024 Kesler Norman & Wride LLC2,374$328K0.1%+32.4%0.040%
1/11/2024 Gilman Hill Asset Management LLC1,500$207K0.0%N/A0.025%
1/2/2024Anchor Investment Management LLC325$45K0.0%N/A0.005%
12/11/2023 Sunbelt Securities Inc.2,587$327K0.0%+12.4%0.043%
12/6/2023Citigroup Inc.3,687$466K0.0%-15.6%0.062%
11/14/2023Tower Research Capital LLC TRC7,267$918K0.0%+2,136.0%0.122%
11/14/2023 Mutual Advisors LLC1,959$248K0.0%-78.7%0.033%
11/14/2023PGIM Custom Harvest LLC286,918$36.24M1.1%+1.2%4.822%
11/13/2023LPL Financial LLC78,365$9.90M0.0%+0.1%1.317%
11/13/2023 Kesler Norman & Wride LLC1,793$227K0.1%N/A0.030%
11/9/2023 SPC Financial Inc.4,801$606K0.1%-96.2%0.081%
11/9/2023Citigroup Inc.3,687$466K0.0%-15.6%0.062%
11/9/2023Blair William & Co. IL204$26K0.0%+145.8%0.003%
11/9/2023UBS Group AG131,553$16.62M0.0%-13.9%2.211%
11/8/2023Aptus Capital Advisors LLC567$72K0.0%-13.7%0.010%
11/8/2023Wade G W & Inc.16,567$2.09M0.1%-17.8%0.278%
11/8/2023 HighTower Advisors LLC3,753$475K0.0%-17.0%0.063%
11/8/2023Pathstone Family Office LLC3,015$381K0.0%N/A0.051%
11/8/2023 Janney Montgomery Scott LLC1,846$233K0.0%N/A0.031%
11/8/2023Milestone Advisory Partners24,937$3.15M2.0%+15.7%0.419%
11/8/2023 Spire Wealth Management2,784$352K0.0%+55,580.0%0.047%
11/8/2023 NewEdge Wealth LLC2,343$296K0.0%-25.3%0.039%
11/8/2023 WealthBridge Capital Management LLC2,699$341K0.1%-4.4%0.045%
11/8/2023J.P. Morgan Private Wealth Advisors LLC1,995$252K0.0%-22.3%0.034%
11/6/2023Picton Mahoney Asset Management960$121K0.0%N/A0.016%
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11/6/2023 Cottonwood Capital Advisors LLC5,173$653K0.6%-3.1%0.087%
11/4/2023 NBC Securities Inc.340$42K0.0%N/A0.006%
11/2/2023Family Asset Management LLC3,386$428K0.3%-6.2%0.057%
11/1/2023 Daiwa Securities Group Inc.4,000$505K0.0%+15.9%0.067%
11/1/2023 Money Concepts Capital Corp8,722$1.10M0.1%-5.4%0.147%
10/30/2023Nvwm LLC1,000$127K0.0%+150.0%0.017%
10/25/2023 Wealth Management Partners LLC2,493$315K0.2%-10.2%0.042%
10/25/2023 Retirement Planning Group LLC1,646$208K0.0%N/A0.028%
10/24/2023Tcwp LLC12,339$1.56M1.2%+2.1%0.207%
10/24/2023 Raymond James Financial Services Advisors Inc.12,501$1.58M0.0%-41.3%0.210%
(Data available from 1/1/2016 forward)

IYM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYM shares?

During the previous two years, 206 institutional investors and hedge funds held shares of iShares U.S. Basic Materials ETF. The most heavily invested institutionals were The Manufacturers Life Insurance Company ($60.15M), Bank of America Corp DE ($41.79M), PGIM Custom Harvest LLC ($36.24M), Wells Fargo & Company MN ($22.45M), UBS Group AG ($19.37M), Royal Bank of Canada ($18.67M), and Commerce Bank ($17.36M).Learn more on IYM's institutional investors.

Which institutional investors have been buying iShares U.S. Basic Materials ETF stock?

Of the 166 institutional investors that purchased iShares U.S. Basic Materials ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: The Manufacturers Life Insurance Company ($5.29M), SPC Financial Inc. ($198.15K), Bank of America Corp DE ($128.41K), Pinkerton Retirement Specialists LLC ($109.83K), MML Investors Services LLC ($103.57K), Prospera Financial Services Inc ($85.45K), and Strategic Equity Management ($79.57K).

How much institutional buying is happening at iShares U.S. Basic Materials ETF?

Institutional investors have bought a total of 7,397,087 shares in the last 24 months. This purchase volume represents approximately $1.06B in transactions.

Which iShares U.S. Basic Materials ETF major shareholders have been selling company stock?

Of the 99 institutional investors that sold iShares U.S. Basic Materials ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: The Manufacturers Life Insurance Company ($278.98K), Prudential Financial Inc. ($230.94K), SPC Financial Inc. ($193.35K), MinichMacGregor Wealth Management LLC ($145.63K), Clear Creek Financial Management LLC ($73.01K), Raymond James & Associates ($68.40K), and Bank of America Corp DE ($57.54K).

How much institutional selling is happening at iShares U.S. Basic Materials ETF?

Institutional investors have sold a total of 1,765,896 shares in the last 24 months. This volume of shares sold represents approximately $210.74M in transactions.


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This page (NYSEARCA:IYM) was last updated on 5/8/2024 by MarketBeat.com Staff

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