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

iShares U.S. Basic Materials ETF logo
$148.07 +0.54 (+0.37%)
As of 04:10 PM Eastern
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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)
87
Total
Institutional Inflows
(last 12 months)
$100.52M
Number of
Institutional Sellers
(last 12 months)
64
Total
Institutional Outflows
(last 12 months)
$36.11M
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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
9/4/2025 Osaic Holdings Inc.18,195$2.55M0.0%-18.4%0.467%
8/18/2025 Geneos Wealth Management Inc.3,516$492K0.0%+186.3%0.090%
8/15/2025 Tower Research Capital LLC TRC 1,436$201K0.0%-35.7%0.037%
8/15/2025 Corient Private Wealth LLC9,488$1.33M0.0%-5.9%0.243%
8/15/2025 Captrust Financial Advisors3,948$553K0.0%-9.7%0.101%
8/15/2025 MML Investors Services LLC20,500$2.87M0.0%+4.7%0.526%
8/15/2025 EP Wealth Advisors LLC1,264$177K0.0%-27.3%0.032%
8/15/2025 Bank of America Corp DE131,814$18.46M0.0%+5.2%3.380%
8/14/2025 Raymond James Financial Inc.18,307$2.56M0.0%+6.2%0.469%
8/14/2025 Vivaldi Capital Management LP2,109$295K0.0%N/A0.054%
8/14/2025 The Manufacturers Life Insurance Company 316,252$44.28M0.0%N/A8.109%
8/14/2025 Qube Research & Technologies Ltd888$124K0.0%-23.2%0.023%
8/14/2025 Daiwa Securities Group Inc.5,350$749K0.0%+7.0%0.137%
8/14/2025 Bank of Nova Scotia25,400$3.56M0.0%-23.3%0.651%
8/13/2025 PGIM Custom Harvest LLC306,221$42.87M0.9%+1.4%7.852%
8/13/2025 StoneX Group Inc.2,625$367K0.0%+26.1%0.067%
8/13/2025 Baird Financial Group Inc.1,451$203K0.0%N/A0.037%
8/13/2025 Northwestern Mutual Wealth Management Co.69,330$9.71M0.0%-2.6%1.778%
8/12/2025 Laurel Wealth Advisors LLC19,602$2.74M0.0%+13,901.4%0.503%
8/12/2025 Steward Partners Investment Advisory LLC6,870$962K0.0%+3.7%0.176%
8/12/2025 CreativeOne Wealth LLC1,502$210K0.0%N/A0.039%
8/12/2025 AlphaCore Capital LLC784$110K0.0%N/A0.020%
8/12/2025 MAI Capital Management1,826$256K0.0%-7.2%0.047%
8/12/2025 JPMorgan Chase & Co.1,863$261K0.0%-29.7%0.048%
8/8/2025 Rockefeller Capital Management L.P.10,807$1.51M0.0%-4.4%0.277%
8/8/2025 Cetera Investment Advisers16,692$2.34M0.0%+1.2%0.428%
8/6/2025 AE Wealth Management LLC15,740$2.20M0.0%+9.2%0.404%
8/6/2025 Ethos Financial Group LLC2,042$286K0.0%-14.8%0.052%
8/6/2025 Stonebridge Financial Planning Group LLC2,942$412K0.2%-6.7%0.075%
8/6/2025 Simmons Bank4,108$575K0.0%-2.7%0.105%
8/5/2025 Simplex Trading LLC271$37K0.0%+442.0%0.007%
8/5/2025 Bank of Montreal Can7,826$1.10M0.0%+11.6%0.201%
8/1/2025 Envestnet Asset Management Inc.8,356$1.17M0.0%-15.4%0.214%
7/31/2025 Conservest Capital Advisors Inc.2,310$323K0.0%N/A0.059%
7/31/2025 Glass Jacobson Investment Advisors llc1,114$156K0.1%-28.1%0.029%
7/29/2025 Ifrah Financial Services Inc.1,430$200K0.1%N/A0.037%
7/29/2025 Stratos Wealth Advisors LLC5,132$719K0.0%+8.8%0.132%
7/28/2025 Mutual Advisors LLC7,750$1.15M0.0%+297.6%0.199%
7/28/2025 Essex LLC3,619$507K0.1%+3.5%0.093%
7/25/2025 Atria Wealth Solutions Inc.1,442$202K0.0%N/A0.037%
7/25/2025 Sequoia Financial Advisors LLC1,705$239K0.0%-17.6%0.044%
7/25/2025 Pathway Financial Advisors LLC12,172$1.70M0.2%-0.6%0.312%
7/25/2025 CWM LLC1,572$220K0.0%-12.5%0.040%
7/23/2025 Lakeshore Capital Group Inc.2,263$317K0.3%+9.0%0.058%
7/23/2025 Sachetta LLC4,910$687K0.3%-77.5%0.126%
7/23/2025 Trueblood Wealth Management LLC1,435$201K0.1%N/A0.037%
7/21/2025 Ameritas Advisory Services LLC1,031$144K0.0%N/A0.026%
7/21/2025 Matauro LLC4,526$634K0.1%-13.1%0.116%
7/17/2025 Mattern Wealth Management LLC2,579$361K0.1%-4.7%0.066%
7/17/2025 Janney Montgomery Scott LLC1,465$205K0.0%-9.1%0.038%
7/17/2025 Fifth Third Securities Inc.4,680$655K0.0%+4.3%0.120%
7/16/2025 CX Institutional478$67K0.0%N/A0.012%
7/16/2025 Magnus Financial Group LLC1,944$272K0.0%+4.1%0.050%
7/14/2025 Park Avenue Securities LLC3,278$459K0.0%+17.2%0.084%
7/11/2025 Wealth Management Partners LLC2,450$351K0.1%-4.3%0.063%
7/11/2025 Farther Finance Advisors LLC282$39K0.0%+4,600.0%0.007%
7/11/2025 CX Institutional478$67K0.0%N/A0.012%
7/10/2025 Ferguson Wellman Capital Management Inc.3,445$482K0.0%-12.7%0.088%
7/10/2025 Wealth Enhancement Advisory Services LLC3,818$552K0.0%+5.4%0.098%
7/10/2025 Focus Financial Network Inc.1,850$259K0.0%+7.1%0.047%
7/10/2025 Sovran Advisors LLC3,830$550K0.1%+37.1%0.098%
7/7/2025 First Citizens Financial Corp9,362$1.31M0.7%-17.5%0.240%
6/27/2025 Goldman Sachs Group Inc.33,027$4.45M0.0%-25.6%0.847%
5/21/2025 Geneos Wealth Management Inc.1,228$166K0.0%-20.2%0.033%
5/20/2025 Focus Partners Wealth12,893$1.74M0.0%-22.7%0.348%
5/19/2025 Jane Street Group LLC5,707$769K0.0%+266.1%0.154%
5/16/2025 Goldman Sachs Group Inc.33,027$4.45M0.0%-25.6%0.893%
5/16/2025 Jones Financial Companies Lllp32,108$4.33M0.0%+1,430.4%0.868%
5/16/2025 Curi RMB Capital LLC23,027$3.10M0.1%N/A0.622%
5/15/2025 EP Wealth Advisors LLC1,739$234K0.0%-17.9%0.047%
5/15/2025 Royal Bank of Canada47,685$6.43M0.0%-37.0%1.289%
5/15/2025 MAI Capital Management1,968$265K0.0%-9.0%0.053%
5/14/2025 Northwestern Mutual Wealth Management Co.71,150$9.59M0.0%+6.5%1.923%
5/14/2025 PGIM Custom Harvest LLC301,931$40.70M1.0%+1.1%8.160%
5/13/2025 Ethos Financial Group LLC2,397$323K0.0%N/A0.065%
5/13/2025 HighTower Advisors LLC2,881$388K0.0%-16.7%0.078%
5/12/2025 National Bank of Canada FI22,072$2.98M0.0%-6.5%0.597%
5/12/2025 Citigroup Inc.452,739$61.03M0.0%+0.1%12.236%
5/9/2025 Roberts Glore & Co. Inc. IL5,903$796K0.2%-5.6%0.160%
5/9/2025 Smithfield Trust Co200$27K0.0%N/A0.005%
5/8/2025 Commerce Bank120,939$16.30M0.1%-5.0%3.269%
5/8/2025 Arkadios Wealth Advisors2,582$348K0.0%N/A0.070%
5/7/2025 Picton Mahoney Asset Management900$121K0.0%+12.5%0.024%
5/7/2025 LPL Financial LLC83,942$11.32M0.0%+9.5%2.269%
5/6/2025 Cetera Investment Advisers16,488$2.22M0.0%-2.8%0.446%
5/6/2025 AE Wealth Management LLC14,412$1.94M0.0%+1,918.5%0.390%
5/2/2025 Sachetta LLC21,799$2.94M1.2%-50.4%0.589%
5/2/2025 Whittier Trust Co. of Nevada Inc.2,500$337K0.0%+201.6%0.068%
5/1/2025 CWM LLC1,797$242K0.0%+167.0%0.049%
5/1/2025 Family Firm Inc.4,452$600K0.1%+40.9%0.120%
5/1/2025 Fifth Third Securities Inc.4,489$605K0.1%+21.3%0.121%
4/30/2025 Stratos Wealth Advisors LLC4,716$636K0.0%+15.0%0.127%
4/29/2025 Envestnet Asset Management Inc.9,876$1.33M0.0%+10.8%0.267%
4/29/2025 Adell Harriman & Carpenter Inc.1,587$214K0.0%-38.7%0.043%
4/29/2025 Simmons Bank4,223$569K0.0%-19.2%0.114%
4/28/2025 D.A. Davidson & CO.4,340$585K0.0%N/A0.117%
4/25/2025 Essex LLC3,496$471K0.1%-9.4%0.094%
4/25/2025 Sovran Advisors LLC2,794$355K0.0%+28.5%0.076%
4/24/2025 Bartlett & CO. Wealth Management LLC3,618$488K0.0%+123.6%0.098%
4/23/2025 Sequoia Financial Advisors LLC2,070$279K0.0%N/A0.056%
(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 729,575 shares in the last 24 months. This purchase volume represents approximately $100.52M 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 266,019 shares in the last 24 months. This volume of shares sold represents approximately $36.11M in transactions.


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This page (NYSEARCA:IYM) was last updated on 9/4/2025 by MarketBeat.com Staff
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