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

iShares U.S. Basic Materials ETF logo
$126.35 -0.68 (-0.54%)
As of 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
72
Total
Institutional Inflows
(last 12 months)
$86.81M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$20.96M
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IYM Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
4/14/2025 Park Avenue Securities LLC2,798$377K0.0%N/A0.076%
4/11/2025 Magnus Financial Group LLC1,868$252K0.0%N/A0.050%
4/10/2025 Gilman Hill Asset Management LLC1,500$202K0.0%N/A0.040%
4/10/2025 Lakeshore Capital Group Inc.2,076$280K0.3%N/A0.055%
4/9/2025 American National Bank & Trust617$83K0.0%N/A0.016%
4/3/2025 First 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 TRC 1,010$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%
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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%
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%
1/29/2025 Focus 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%
1/27/2025Foguth Wealth Management LLC.1,960$269K0.1%-17.2%0.043%
1/27/2025Stratos Wealth Advisors LLC4,101$533K0.0%N/A0.089%
1/23/2025Fifth Third Securities Inc.3,702$481K0.0%+33.0%0.080%
1/21/2025Geneos Wealth Management Inc.1,538$200K0.0%+25.2%0.033%
1/21/2025Sachetta LLC43,934$5.71M2.3%-0.4%0.955%
1/17/2025Mutual Advisors LLC1,949$266K0.0%-78.2%0.042%
1/17/2025Bartlett & CO. Wealth Management LLC1,618$210K0.0%-16.5%0.035%
1/15/2025Empirical Asset Management LLC3,617$470K0.0%-2.2%0.079%
1/14/2025 Signal Advisors Wealth LLC2,470$321K0.0%+3.2%0.054%
1/10/2025Wealth Enhancement Advisory Services LLC1,635$212K0.0%+11.5%0.036%
1/3/2025 First Citizens Financial Corp11,533$1.50M0.8%-13.4%0.251%
12/26/2024JPMorgan Chase & Co.2,965$445K0.0%-40.4%0.064%
11/25/2024Wilmington Savings Fund Society FSB172$26K0.0%N/A0.004%
11/25/2024Sanctuary Advisors LLC4,002$588K0.0%-23.6%0.087%
11/15/2024MML Investors Services LLC17,409$2.61M0.0%-0.6%0.378%
11/15/2024EP Wealth Advisors LLC1,269$191K0.0%+9.7%0.028%
11/15/2024Jane Street Group LLC15,991$2.40M0.0%-51.9%0.348%
11/15/2024Stifel Financial Corp3,792$570K0.0%+7.3%0.082%
11/15/2024HighTower Advisors LLC3,522$528K0.0%+3.3%0.077%
11/14/2024Flow Traders U.S. LLC2,562$385K0.0%N/A0.056%
11/14/2024Captrust Financial Advisors4,407$662K0.0%-27.4%0.096%
11/14/2024Rockefeller Capital Management L.P.11,539$1.73M0.0%-2.1%0.251%
11/13/2024BNP Paribas Financial Markets50,000$7.51M0.0%N/A1.087%
11/13/2024FMR LLC2,494$374K0.0%-11.9%0.054%
11/13/2024Truvestments Capital LLC475$71K0.0%N/A0.010%
11/12/2024KKM Financial LLC2,544$382K0.2%-73.9%0.055%
11/12/2024Citigroup Inc.451,435$67.79M0.0%+0.2%9.814%
11/8/2024Stonebridge Financial Planning Group LLC5,891$885K0.4%-8.3%0.128%
11/8/2024Commerce Bank115,426$17.33M0.1%-0.9%2.509%
11/8/2024Sachetta LLC44,106$6.62M2.6%+3.2%0.959%
11/8/2024Prospera Financial Services Inc8,739$1.31M0.0%+34.9%0.190%
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11/6/2024OneDigital Investment Advisors LLC2,298$345K0.0%N/A0.050%
11/6/2024Oppenheimer & Co. Inc.1,336$201K0.0%-7.1%0.029%
11/4/2024Cottonwood Capital Advisors LLC3,719$558K0.4%-18.7%0.081%
11/2/2024Mesirow Financial Investment Management Inc.5,033$756K0.0%-6.6%0.109%
10/28/2024 Focus Financial Network Inc.1,621$243K0.0%+7.4%0.035%
10/28/2024Reston Wealth Management LLC336$50K0.0%N/A0.007%
10/24/2024Arkadios Wealth Advisors1,568$235K0.0%-11.3%0.034%
10/23/2024Allworth Financial LP406$61K0.0%-39.5%0.009%
10/23/2024DORCHESTER WEALTH MANAGEMENT Co1,365$206K0.0%N/A0.030%
10/22/2024Private Advisor Group LLC4,714$708K0.0%+40.6%0.102%
(Data available from 1/1/2016 forward)

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IYM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYM shares?

During the previous two years, 194 institutional investors and hedge funds held shares of iShares U.S. Basic Materials ETF. The most heavily invested institutionals were Citigroup Inc. ($67.79M), The Manufacturers Life Insurance Company ($43.12M), PGIM Custom Harvest LLC ($36.24M), UBS Group AG ($19.37M), Bank of America Corp DE ($16.73M), Commerce Bank ($16.54M), and Pinkerton Retirement Specialists LLC ($14.61M).Learn more on IYM's institutional investors.

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

Of the 147 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 ($307.99K), Pinkerton Retirement Specialists LLC ($109.83K), Clear Creek Financial Management LLC ($67.72K), International Assets Investment Management LLC ($56.42K), BNP Paribas Financial Markets ($50K), SPC Financial Inc. ($49.10K), and MinichMacGregor Wealth Management LLC ($47.84K).

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

Institutional investors have bought a total of 1,378,031 shares in the last 24 months. This purchase volume represents approximately $187.31M in transactions.

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

Of the 96 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: SPC Financial Inc. ($142.36K), Clear Creek Financial Management LLC ($69.41K), MinichMacGregor Wealth Management LLC ($47.48K), Raymond James & Associates ($33.29K), Wells Fargo & Company MN ($32.90K), Jane Street Group LLC ($31.72K), and Commerce Bank ($27.90K).

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

Institutional investors have sold a total of 667,151 shares in the last 24 months. This volume of shares sold represents approximately $87.43M in transactions.



This page (NYSEARCA:IYM) was last updated on 4/16/2025 by MarketBeat.com Staff
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