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

iShares U.S. Basic Materials ETF logo
$149.71 +0.58 (+0.39%)
As of 10/3/2025 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares U.S. Basic Materials ETF (NYSEARCA:IYM)

Number of
Institutional Buyers
(last 12 months)
86
Total
Institutional Inflows
(last 12 months)
$99.79M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$36.22M
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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
10/3/2025 First Citizens Financial Corp9,127$1.35M0.7%-2.5%0.257%
9/26/2025Corient Private Wealth LLC9,488$1.33M0.0%-5.9%0.243%
9/4/2025Osaic Holdings Inc.18,195$2.55M0.0%-18.4%0.467%
8/18/2025Geneos Wealth Management Inc.3,516$492K0.0%+186.3%0.090%
8/15/2025Tower Research Capital LLC TRC 1,436$201K0.0%-35.7%0.037%
8/15/2025Corient Private Wealth LLC9,488$1.33M0.0%-5.9%0.243%
8/15/2025Captrust Financial Advisors3,948$553K0.0%-9.7%0.101%
8/15/2025MML Investors Services LLC20,500$2.87M0.0%+4.7%0.526%
8/15/2025EP Wealth Advisors LLC1,264$177K0.0%-27.3%0.032%
8/15/2025Bank of America Corp DE131,814$18.46M0.0%+5.2%3.380%
8/14/2025Raymond James Financial Inc.18,307$2.56M0.0%+6.2%0.469%
8/14/2025Vivaldi Capital Management LP2,109$295K0.0%N/A0.054%
8/14/2025The Manufacturers Life Insurance Company 316,252$44.28M0.0%N/A8.109%
8/14/2025Qube Research & Technologies Ltd888$124K0.0%-23.2%0.023%
8/14/2025Daiwa Securities Group Inc.5,350$749K0.0%+7.0%0.137%
8/14/2025Bank of Nova Scotia25,400$3.56M0.0%-23.3%0.651%
8/13/2025PGIM Custom Harvest LLC306,221$42.87M0.9%+1.4%7.852%
8/13/2025StoneX Group Inc.2,625$367K0.0%+26.1%0.067%
8/13/2025Baird Financial Group Inc.1,451$203K0.0%N/A0.037%
8/13/2025Northwestern Mutual Wealth Management Co.69,330$9.71M0.0%-2.6%1.778%
8/12/2025Laurel Wealth Advisors LLC19,602$2.74M0.0%+13,901.4%0.503%
8/12/2025Steward Partners Investment Advisory LLC6,870$962K0.0%+3.7%0.176%
8/12/2025CreativeOne Wealth LLC1,502$210K0.0%N/A0.039%
8/12/2025AlphaCore Capital LLC784$110K0.0%N/A0.020%
8/12/2025MAI Capital Management1,826$256K0.0%-7.2%0.047%
8/12/2025JPMorgan Chase & Co.1,863$261K0.0%-29.7%0.048%
8/8/2025Rockefeller Capital Management L.P.10,807$1.51M0.0%-4.4%0.277%
8/8/2025Cetera Investment Advisers16,692$2.34M0.0%+1.2%0.428%
8/6/2025AE Wealth Management LLC15,740$2.20M0.0%+9.2%0.404%
8/6/2025Ethos Financial Group LLC2,042$286K0.0%-14.8%0.052%
8/6/2025Stonebridge Financial Planning Group LLC2,942$412K0.2%-6.7%0.075%
8/6/2025Simmons Bank4,108$575K0.0%-2.7%0.105%
8/5/2025Simplex Trading LLC271$37K0.0%+442.0%0.007%
8/5/2025Bank of Montreal Can7,826$1.10M0.0%+11.6%0.201%
8/1/2025Envestnet Asset Management Inc.8,356$1.17M0.0%-15.4%0.214%
7/31/2025Conservest Capital Advisors Inc.2,310$323K0.0%N/A0.059%
7/31/2025Glass Jacobson Investment Advisors llc1,114$156K0.1%-28.1%0.029%
7/29/2025Ifrah Financial Services Inc.1,430$200K0.1%N/A0.037%
7/29/2025Stratos Wealth Advisors LLC5,132$719K0.0%+8.8%0.132%
7/28/2025Mutual Advisors LLC7,750$1.15M0.0%+297.6%0.199%
7/28/2025Essex LLC3,619$507K0.1%+3.5%0.093%
7/25/2025Atria Wealth Solutions Inc.1,442$202K0.0%N/A0.037%
7/25/2025Sequoia Financial Advisors LLC1,705$239K0.0%-17.6%0.044%
7/25/2025Pathway Financial Advisors LLC12,172$1.70M0.2%-0.6%0.312%
7/25/2025CWM LLC1,572$220K0.0%-12.5%0.040%
7/23/2025Lakeshore Capital Group Inc.2,263$317K0.3%+9.0%0.058%
7/23/2025Sachetta LLC4,910$687K0.3%-77.5%0.126%
7/23/2025Trueblood Wealth Management LLC1,435$201K0.1%N/A0.037%
7/21/2025Ameritas Advisory Services LLC1,031$144K0.0%N/A0.026%
7/21/2025Matauro LLC4,526$634K0.1%-13.1%0.116%
7/17/2025Mattern Wealth Management LLC2,579$361K0.1%-4.7%0.066%
7/17/2025Janney Montgomery Scott LLC1,465$205K0.0%-9.1%0.038%
7/17/2025Fifth Third Securities Inc.4,680$655K0.0%+4.3%0.120%
7/16/2025CX Institutional478$67K0.0%N/A0.012%
7/16/2025Magnus Financial Group LLC1,944$272K0.0%+4.1%0.050%
7/14/2025Park Avenue Securities LLC3,278$459K0.0%+17.2%0.084%
7/11/2025Wealth Management Partners LLC2,450$351K0.1%-4.3%0.063%
7/11/2025Farther Finance Advisors LLC282$39K0.0%+4,600.0%0.007%
7/11/2025CX Institutional478$67K0.0%N/A0.012%
7/10/2025Ferguson Wellman Capital Management Inc.3,445$482K0.0%-12.7%0.088%
7/10/2025Wealth Enhancement Advisory Services LLC3,818$552K0.0%+5.4%0.098%
7/10/2025Focus Financial Network Inc.1,850$259K0.0%+7.1%0.047%
7/10/2025Sovran Advisors LLC3,830$550K0.1%+37.1%0.098%
7/7/2025 First Citizens Financial Corp9,362$1.31M0.7%-17.5%0.240%
6/27/2025Goldman Sachs Group Inc.33,027$4.45M0.0%-25.6%0.847%
5/21/2025Geneos Wealth Management Inc.1,228$166K0.0%-20.2%0.033%
5/20/2025Focus Partners Wealth12,893$1.74M0.0%-22.7%0.348%
5/19/2025Jane Street Group LLC5,707$769K0.0%+266.1%0.154%
5/16/2025Goldman Sachs Group Inc.33,027$4.45M0.0%-25.6%0.893%
5/16/2025Jones Financial Companies Lllp32,108$4.33M0.0%+1,430.4%0.868%
5/16/2025Curi RMB Capital LLC23,027$3.10M0.1%N/A0.622%
5/15/2025EP Wealth Advisors LLC1,739$234K0.0%-17.9%0.047%
5/15/2025Royal Bank of Canada47,685$6.43M0.0%-37.0%1.289%
5/15/2025MAI Capital Management1,968$265K0.0%-9.0%0.053%
5/14/2025Northwestern Mutual Wealth Management Co.71,150$9.59M0.0%+6.5%1.923%
5/14/2025PGIM Custom Harvest LLC301,931$40.70M1.0%+1.1%8.160%
5/13/2025Ethos Financial Group LLC2,397$323K0.0%N/A0.065%
5/13/2025HighTower Advisors LLC2,881$388K0.0%-16.7%0.078%
5/12/2025National Bank of Canada FI22,072$2.98M0.0%-6.5%0.597%
5/12/2025Citigroup Inc.452,739$61.03M0.0%+0.1%12.236%
5/9/2025Roberts Glore & Co. Inc. IL5,903$796K0.2%-5.6%0.160%
5/9/2025Smithfield Trust Co200$27K0.0%N/A0.005%
5/8/2025Commerce Bank120,939$16.30M0.1%-5.0%3.269%
5/8/2025Arkadios Wealth Advisors2,582$348K0.0%N/A0.070%
5/7/2025Picton Mahoney Asset Management900$121K0.0%+12.5%0.024%
5/7/2025LPL Financial LLC83,942$11.32M0.0%+9.5%2.269%
5/6/2025Cetera Investment Advisers16,488$2.22M0.0%-2.8%0.446%
5/6/2025AE Wealth Management LLC14,412$1.94M0.0%+1,918.5%0.390%
5/2/2025Sachetta LLC21,799$2.94M1.2%-50.4%0.589%
5/2/2025Whittier Trust Co. of Nevada Inc.2,500$337K0.0%+201.6%0.068%
5/1/2025CWM LLC1,797$242K0.0%+167.0%0.049%
5/1/2025Family Firm Inc.4,452$600K0.1%+40.9%0.120%
5/1/2025Fifth Third Securities Inc.4,489$605K0.1%+21.3%0.121%
4/30/2025Stratos Wealth Advisors LLC4,716$636K0.0%+15.0%0.127%
4/29/2025Envestnet Asset Management Inc.9,876$1.33M0.0%+10.8%0.267%
4/29/2025Adell Harriman & Carpenter Inc.1,587$214K0.0%-38.7%0.043%
4/29/2025Simmons Bank4,223$569K0.0%-19.2%0.114%
4/28/2025D.A. Davidson & CO.4,340$585K0.0%N/A0.117%
4/25/2025Essex LLC3,496$471K0.1%-9.4%0.094%
4/25/2025Sovran Advisors LLC2,794$355K0.0%+28.5%0.076%
(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, 177 institutional investors and hedge funds held shares of iShares U.S. Basic Materials ETF. The most heavily invested institutionals were Citigroup Inc. ($61.03M), The Manufacturers Life Insurance Company ($44.28M), PGIM Custom Harvest LLC ($42.87M), UBS Group AG ($19.37M), Bank of America Corp DE ($18.46M), Commerce Bank ($16.30M), and LPL Financial LLC ($11.32M).Learn more on iShares U.S. Basic Materials ETF's institutional investors.

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

Of the 133 institutional investors that purchased iShares U.S. Basic Materials ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: The Manufacturers Life Insurance Company ($624.24K), International Assets Investment Management LLC ($56.42K), BNP Paribas Financial Markets ($50K), Sachetta LLC ($44.11K), Raymond James Financial Inc. ($33.27K), Jones Financial Companies Lllp ($31.19K), and AE Wealth Management LLC ($24.42K).

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

Institutional investors have bought a total of 724,335 shares in the last 24 months. This purchase volume represents approximately $99.79M in transactions.

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

Of the 64 institutional investors that sold iShares U.S. Basic Materials ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Sachetta LLC ($39.20K), Wells Fargo & Company MN ($32.90K), Jane Street Group LLC ($31.72K), Royal Bank of Canada ($27.99K), Goldman Sachs Group Inc. ($22.68K), Susquehanna International Group LLP ($21.78K), and Envestnet Asset Management Inc. ($7.82K).

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

Institutional investors have sold a total of 266,777 shares in the last 24 months. This volume of shares sold represents approximately $36.22M in transactions.


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This page (NYSEARCA:IYM) was last updated on 10/6/2025 by MarketBeat.com Staff
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