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

iShares U.S. Basic Materials ETF logo
$131.18 +1.34 (+1.03%)
(As of 12/20/2024 04:33 PM ET)

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

Number of
Institutional Buyers
(last 12 months)
63
Total
Institutional Inflows
(last 12 months)
$86.84M
Number of
Institutional Sellers
(last 12 months)
44
Total
Institutional Outflows
(last 12 months)
$13.86M
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IYM Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/25/2024 Wilmington Savings Fund Society FSB172$26K0.0%N/A0.004%
11/25/2024 Sanctuary Advisors LLC4,002$588K0.0%-23.6%0.087%
11/15/2024 MML Investors Services LLC17,409$2.61M0.0%-0.6%0.378%
11/15/2024 EP Wealth Advisors LLC1,269$191K0.0%+9.7%0.028%
11/15/2024 Jane Street Group LLC15,991$2.40M0.0%-51.9%0.348%
11/15/2024 Stifel Financial Corp3,792$570K0.0%+7.3%0.082%
11/15/2024 HighTower Advisors LLC3,522$528K0.0%+3.3%0.077%
11/14/2024 Flow Traders U.S. LLC2,562$385K0.0%N/A0.056%
11/14/2024 Captrust Financial Advisors4,407$662K0.0%-27.4%0.096%
11/14/2024 Rockefeller Capital Management L.P.11,539$1.73M0.0%-2.1%0.251%
11/13/2024 BNP Paribas Financial Markets50,000$7.51M0.0%N/A1.087%
11/13/2024 FMR LLC2,494$374K0.0%-11.9%0.054%
11/13/2024 Truvestments Capital LLC475$71K0.0%N/A0.010%
11/12/2024 KKM Financial LLC2,544$382K0.2%-73.9%0.055%
11/12/2024 Citigroup Inc.451,435$67.79M0.0%+0.2%9.814%
11/8/2024 Stonebridge Financial Planning Group LLC5,891$885K0.4%-8.3%0.128%
11/8/2024 Commerce Bank115,426$17.33M0.1%-0.9%2.509%
11/8/2024 Sachetta LLC44,106$6.62M2.6%+3.2%0.959%
11/8/2024 Prospera Financial Services Inc8,739$1.31M0.0%+34.9%0.190%
11/6/2024 OneDigital Investment Advisors LLC2,298$345K0.0%N/A0.050%
11/6/2024 Oppenheimer & Co. Inc.1,336$201K0.0%-7.1%0.029%
11/4/2024 Cottonwood Capital Advisors LLC3,719$558K0.4%-18.7%0.081%
11/2/2024 Mesirow 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%
10/28/2024 Reston Wealth Management LLC336$50K0.0%N/A0.007%
10/24/2024 Arkadios Wealth Advisors1,568$235K0.0%-11.3%0.034%
10/23/2024 Allworth Financial LP406$61K0.0%-39.5%0.009%
10/23/2024 DORCHESTER WEALTH MANAGEMENT Co1,365$206K0.0%N/A0.030%
10/22/2024 Private Advisor Group LLC4,714$708K0.0%+40.6%0.102%
10/19/2024Essex LLC3,935$591K0.1%-4.0%0.086%
10/11/2024 Empirical Asset Management LLC3,697$555K0.1%-6.8%0.080%
10/8/2024 CWM LLC724$109K0.0%+15.3%0.016%
10/3/2024 First Citizens Financial Corp13,318$2M1.1%-0.6%0.290%
9/5/2024 Sanctuary Advisors LLC5,240$746K0.0%N/A0.114%
8/22/2024 Cetera Investment Advisers17,419$2.44M0.0%-2.0%0.379%
8/16/2024 NewEdge Advisors LLC14,413$2.02M0.0%+1,626.1%0.313%
8/16/2024 Northwestern Mutual Wealth Management Co.65,029$9.11M0.0%+1.6%1.414%
8/15/2024 The Manufacturers Life Insurance Company307,985$43.12M0.0%N/A6.695%
8/14/2024 Bank of Montreal Can7,501$1.08M0.0%-2.5%0.163%
8/13/2024 AE Wealth Management LLC14,867$2.08M0.0%+9.4%0.323%
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8/12/2024 Mercer Global Advisors Inc. ADV4,802$672K0.0%-2.3%0.104%
8/9/2024 Mesirow Financial Investment Management Inc.5,388$755K0.0%-1.6%0.117%
8/9/2024 Fairfield Financial Advisors LTD322$45K0.0%N/A0.007%
8/8/2024 J.W. Cole Advisors Inc.1,618$227K0.0%N/A0.035%
8/8/2024 Envestnet Asset Management Inc.16,366$2.29M0.0%-16.6%0.356%
8/8/2024 Stonebridge Financial Planning Group LLC6,421$899K0.5%+15.3%0.140%
8/7/2024 Daiwa Securities Group Inc.4,400$616K0.0%+10.0%0.096%
8/7/2024 Sachetta LLC42,736$6.11M2.5%+22.5%0.929%
8/1/2024 Family Asset Management LLC1,646$230K0.1%-9.0%0.036%
7/31/2024 Picton Mahoney Asset Management3,900$550K0.0%-17.0%0.085%
7/31/2024Commonwealth Equity Services LLC39,978$5.60M0.0%-0.3%0.869%
7/31/2024 IFG Advisory LLC3,082$432K0.0%N/A0.067%
7/29/2024 Arkadios Wealth Advisors1,767$247K0.0%N/A0.038%
7/25/2024 Clear Creek Financial Management LLC2,150$301K0.0%-9.4%0.047%
7/24/2024 Pathway Financial Advisors LLC12,248$1.72M0.5%-5.6%0.266%
7/24/2024 &PARTNERS5,328$746K0.0%+38.2%0.116%
7/23/2024Essex LLC4,100$574K0.1%-10.0%0.089%
7/16/2024 Foguth Wealth Management LLC.2,665$373K0.2%+5.5%0.058%
7/15/2024 Fifth Third Securities Inc.2,857$400K0.0%+36.4%0.062%
7/15/2024 Patriot Investment Management Group Inc.2,408$337K0.0%-17.7%0.052%
7/13/2024 HFG Advisors Inc.2,806$393K0.4%-5.3%0.061%
5/31/2024 First Citizens Financial Corp13,539$2M1.2%-1.3%0.294%
5/24/2024Cetera Advisors LLC8,323$1.23M0.0%+16.0%0.181%
5/24/2024 Cetera Investment Advisers17,767$2.63M0.0%+1,018.8%0.386%
5/17/2024 Comerica Bank2,677$395K0.0%-37.2%0.058%
5/14/2024 EP Wealth Advisors LLC1,145$169K0.0%-29.8%0.025%
5/14/2024 Mattern Wealth Management LLC2,746$406K0.1%-40.4%0.060%
5/9/2024 Picton Mahoney Asset Management4,700$694K0.0%+104.3%0.102%
5/7/2024 Oppenheimer & Co. Inc.1,448$214K0.0%N/A0.031%
5/4/2024Essex 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%
4/23/2024Raymond 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%
3/4/2024 Vima LLC861$119K0.3%N/A0.014%
2/28/2024 EP Wealth Advisors LLC1,632$225K0.0%N/A0.027%
2/27/2024 Counterweight Ventures LLC12,770$1.76M1.6%N/A0.215%
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2/12/2024Focus Financial Network Inc. ADV1,484$205K0.0%N/A0.025%
2/12/2024 Steward 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%
2/9/2024 Wells Fargo & Company MN162,507$22.45M0.0%+0.7%2.731%
2/9/2024 UBS Group AG140,200$19.37M0.0%+6.6%2.356%
2/8/2024 TrinityPoint Wealth LLC1,520$210K0.0%-4.8%0.026%
2/8/2024 Atlantic Edge Private Wealth Management LLC490$68K0.0%N/A0.008%
2/8/2024 Navellier & Associates Inc.2,356$326K0.0%N/A0.040%
(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, 183 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), Bank of America Corp DE ($41.79M), PGIM Custom Harvest LLC ($36.24M), Wells Fargo & Company MN ($22.45M), UBS Group AG ($19.37M), and Commerce Bank ($17.33M).Learn more on IYM's institutional investors.

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

Of the 136 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), Prospera Financial Services Inc ($57.82K), International Assets Investment Management LLC ($56.42K), BNP Paribas Financial Markets ($50K), and SPC Financial Inc. ($49.10K).

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

Institutional investors have bought a total of 1,376,764 shares in the last 24 months. This purchase volume represents approximately $186.61M in transactions.

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

Of the 93 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. ($193.35K), Clear Creek Financial Management LLC ($73.23K), Raymond James & Associates ($66.59K), MinichMacGregor Wealth Management LLC ($61.58K), Bank of America Corp DE ($57.54K), Advisor Group Holdings Inc. ($44.51K), and UBS Group AG ($43.32K).

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

Institutional investors have sold a total of 955,853 shares in the last 24 months. This volume of shares sold represents approximately $123.03M in transactions.



This page (NYSEARCA:IYM) was last updated on 12/21/2024 by MarketBeat.com Staff
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