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

iShares U.S. Basic Materials ETF logo
$144.71 -0.07 (-0.05%)
As of 07/3/2025 05:00 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
76
Total
Institutional Inflows
(last 12 months)
$95.52M
Number of
Institutional Sellers
(last 12 months)
58
Total
Institutional Outflows
(last 12 months)
$31.32M
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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
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%
4/24/2025Bartlett & CO. Wealth Management LLC3,618$488K0.0%+123.6%0.098%
4/23/2025Sequoia Financial Advisors LLC2,070$279K0.0%N/A0.056%
4/23/2025Golden State Wealth Management LLC208$28K0.0%N/A0.006%
4/22/2025Cambridge Investment Research Advisors Inc.3,823$515K0.0%+2.5%0.103%
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4/17/2025Janney Montgomery Scott LLC1,611$217K0.0%N/A0.044%
4/16/2025Farmers & Merchants Investments Inc.185$25K0.0%-42.5%0.005%
4/16/2025Wealth Enhancement Advisory Services LLC3,622$488K0.0%+17.0%0.098%
4/16/2025Matauro LLC5,207$702K0.1%-16.4%0.141%
4/16/2025Ferguson Wellman Capital Management Inc.3,945$532K0.0%-7.0%0.107%
4/14/2025Park Avenue Securities LLC2,798$377K0.0%N/A0.076%
4/11/2025Magnus Financial Group LLC1,868$252K0.0%N/A0.050%
4/10/2025Gilman Hill Asset Management LLC1,500$202K0.0%N/A0.040%
4/10/2025Lakeshore Capital Group Inc.2,076$280K0.3%N/A0.055%
4/9/2025American National Bank & Trust617$83K0.0%N/A0.016%
4/3/2025First Citizens Financial Corp11,351$1.53M0.9%-1.6%0.303%
3/17/2025Wealth Enhancement Advisory Services LLC3,095$402K0.0%+111.1%0.081%
2/18/2025GTS Securities LLC16,795$2.18M0.1%+118.3%0.365%
2/18/2025Stonebridge Financial Planning Group LLC5,226$679K0.3%-11.3%0.114%
2/17/2025Focus Partners Wealth16,680$2.17M0.0%N/A0.363%
2/17/2025EP Wealth Advisors LLC2,118$275K0.0%+66.9%0.046%
2/17/2025CoreCap Advisors LLC239$31K0.0%-38.2%0.005%
2/17/2025Cetera Investment Advisers16,963$2.20M0.0%-2.7%0.369%
2/17/2025Bank of America Corp DE128,760$16.73M0.0%+0.1%2.799%
2/17/2025Ameriprise Financial Inc.26,148$3.40M0.0%-12.1%0.568%
2/14/2025Mercer Global Advisors Inc. ADV2,145$279K0.0%-49.5%0.047%
2/14/2025Jane Street Group LLC1,559$203K0.0%-90.3%0.034%
2/14/2025Beacon Pointe Advisors LLC2,225$289K0.0%+31.8%0.048%
2/14/2025Susquehanna International Group LLP22,701$2.95M0.0%-49.0%0.494%
2/14/2025Stifel Financial Corp3,513$457K0.0%-7.4%0.076%
2/14/2025Tower Research Capital LLC TRC1,010$131K0.0%-36.8%0.022%
2/14/2025MML Investors Services LLC18,475$2.40M0.0%+6.1%0.402%
2/14/2025Commerce Bank127,319$16.54M0.1%+10.3%2.768%
2/13/2025Mariner LLC2,175$283K0.0%-25.7%0.047%
2/13/2025Rockefeller Capital Management L.P.11,308$1.47M0.0%-2.0%0.246%
2/13/2025Raymond James Financial Inc.16,095$2.09M0.0%N/A0.350%
2/13/2025Bank of Montreal Can6,815$885K0.0%-9.1%0.148%
2/13/2025Envestnet Asset Management Inc.8,913$1.16M0.0%-41.4%0.194%
2/13/2025Wells Fargo & Company MN86,300$11.21M0.0%-27.6%1.876%
2/12/2025National Bank of Canada FI23,600$3.06M0.0%N/A0.513%
2/12/2025JPMorgan Chase & Co.4,883$634K0.0%+64.7%0.106%
2/11/2025LPL Financial LLC76,627$9.96M0.0%+16.6%1.666%
2/11/2025Whittier Trust Co. of Nevada Inc.829$108K0.0%+65.8%0.018%
2/10/2025Tocqueville Asset Management L.P.24,055$3.13M0.0%N/A0.523%
2/10/2025Corient Private Wealth LLC10,307$1.34M0.0%-7.0%0.224%
2/10/2025Picton Mahoney Asset Management800$104K0.0%-52.9%0.017%
2/10/2025Commonwealth Equity Services LLC33,224$4.32M0.0%+6.3%0.722%
2/7/2025Daiwa Securities Group Inc.5,000$650K0.0%+13.6%0.109%
2/7/2025PNC Financial Services Group Inc.5,357$696K0.0%+926.2%0.116%
2/6/2025Raymond James Financial Inc.16,095$2.09M0.0%N/A0.350%
2/6/2025Steward Partners Investment Advisory LLC6,910$898K0.0%+6.5%0.150%
2/6/2025Jones Financial Companies Lllp2,098$273K0.0%+127.8%0.046%
2/5/2025US Bancorp DE1,299$169K0.0%+224.8%0.028%
2/4/2025BankPlus Trust Department214$28K0.0%N/A0.005%
2/4/2025IFP Advisors Inc673$87K0.0%+146.5%0.015%
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2/4/2025Forvis Mazars Wealth Advisors LLC4,348$565K0.0%-3.8%0.095%
2/3/2025Matauro LLC6,228$809K0.2%N/A0.135%
2/3/2025Private Advisor Group LLC2,580$335K0.0%-45.3%0.056%
1/31/2025Sanctuary Advisors LLC2,869$397K0.0%-28.3%0.062%
1/29/2025Gladstone Institutional Advisory LLC4,563$593K0.0%N/A0.099%
1/29/2025Sovran Advisors LLC2,174$292K0.0%N/A0.047%
1/29/2025Focus Financial Network Inc.1,704$221K0.0%+5.1%0.037%
1/28/2025Essex LLC3,860$502K0.1%-1.9%0.084%
1/28/2025Farmers & Merchants Investments Inc.322$42K0.0%N/A0.007%
1/28/2025Counterweight Ventures LLC3,874$503K0.4%-1.9%0.084%
(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, 185 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 ($43.12M), PGIM Custom Harvest LLC ($40.70M), UBS Group AG ($19.37M), Bank of America Corp DE ($16.73M), Commerce Bank ($16.30M), and Pinkerton Retirement Specialists LLC ($14.61M).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 139 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 ($307.99K), Pinkerton Retirement Specialists LLC ($63.83K), Clear Creek Financial Management LLC ($59.53K), International Assets Investment Management LLC ($56.42K), BNP Paribas Financial Markets ($50K), MinichMacGregor Wealth Management LLC ($47.84K), and Sachetta LLC ($44.11K).

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

Institutional investors have bought a total of 693,859 shares in the last 24 months. This purchase volume represents approximately $95.52M in transactions.

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

Of the 58 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: Wells Fargo & Company MN ($32.90K), Jane Street Group LLC ($31.72K), Royal Bank of Canada ($27.99K), Goldman Sachs Group Inc. ($22.68K), Sachetta LLC ($22.31K), Susquehanna International Group LLP ($21.78K), and Envestnet Asset Management Inc. ($9.56K).

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

Institutional investors have sold a total of 231,836 shares in the last 24 months. This volume of shares sold represents approximately $31.32M in transactions.


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This page (NYSEARCA:IYM) was last updated on 7/4/2025 by MarketBeat.com Staff
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