Free Trial
→ We recommended Palantir in 2021, now we're recommending this... (From Behind the Markets) (Ad) Free IYM Stock Alerts

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

iShares U.S. Basic Materials ETF logo
$137.73 -0.62 (-0.45%)
As of 01/31/2025 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)
58
Total
Institutional Inflows
(last 12 months)
$76.84M
Number of
Institutional Sellers
(last 12 months)
49
Total
Institutional Outflows
(last 12 months)
$12.04M
Get IYM Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares U.S. Basic Materials ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IYM Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/31/2025Sanctuary Advisors LLC2,869$397K0.0%-28.3%0.062%
1/29/2025 Gladstone Institutional Advisory LLC4,563$593K0.0%N/A0.099%
1/29/2025 Sovran Advisors LLC2,174$292K0.0%N/A0.047%
1/29/2025 Focus Financial Network Inc.1,704$221K0.0%+5.1%0.037%
1/28/2025 Essex LLC3,860$502K0.1%-1.9%0.084%
1/28/2025 Farmers & Merchants Investments Inc.322$42K0.0%N/A0.007%
1/28/2025 Counterweight Ventures LLC3,874$503K0.4%-1.9%0.084%
1/27/2025 Foguth Wealth Management LLC.1,960$269K0.1%-17.2%0.043%
1/27/2025 Stratos Wealth Advisors LLC4,101$533K0.0%N/A0.089%
1/23/2025 Fifth Third Securities Inc.3,702$481K0.0%+33.0%0.080%
1/21/2025 Geneos Wealth Management Inc.1,538$200K0.0%+25.2%0.033%
1/21/2025 Sachetta LLC43,934$5.71M2.3%-0.4%0.955%
1/17/2025 Mutual Advisors LLC1,949$266K0.0%-78.2%0.042%
1/17/2025 Bartlett & CO. Wealth Management LLC1,618$210K0.0%-16.5%0.035%
1/15/2025 Empirical Asset Management LLC3,617$470K0.0%-2.2%0.079%
1/14/2025 Signal Advisors Wealth LLC2,470$321K0.0%+3.2%0.054%
1/10/2025 Wealth 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%
11/25/2024 Wilmington 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%
11/8/2024 Sachetta LLC44,106$6.62M2.6%+3.2%0.959%
11/8/2024Prospera Financial Services Inc8,739$1.31M0.0%+34.9%0.190%
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%
Alert: DOGE goes live (Ad)

"It's Elon's world, and the rest of us live in it." Every investor in America is trying to figure out what he might do next. And one widely followed Boston based think tank is stepping forward with their official playbook.

Click here to learn more.
11/4/2024 Cottonwood 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%
10/28/2024 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%
10/23/2024DORCHESTER WEALTH MANAGEMENT Co1,365$206K0.0%N/A0.030%
10/22/2024Private Advisor Group LLC4,714$708K0.0%+40.6%0.102%
10/19/2024 Essex LLC3,935$591K0.1%-4.0%0.086%
10/11/2024 Empirical Asset Management LLC3,697$555K0.1%-6.8%0.080%
10/8/2024CWM LLC724$109K0.0%+15.3%0.016%
10/3/2024 First Citizens Financial Corp13,318$2M1.1%-0.6%0.290%
9/5/2024Sanctuary Advisors LLC5,240$746K0.0%N/A0.114%
8/22/2024Cetera Investment Advisers17,419$2.44M0.0%-2.0%0.379%
8/16/2024NewEdge Advisors LLC14,413$2.02M0.0%+1,626.1%0.313%
8/16/2024Northwestern Mutual Wealth Management Co.65,029$9.11M0.0%+1.6%1.414%
8/15/2024The Manufacturers Life Insurance Company307,985$43.12M0.0%N/A6.695%
8/14/2024Bank of Montreal Can7,501$1.08M0.0%-2.5%0.163%
8/13/2024AE Wealth Management LLC14,867$2.08M0.0%+9.4%0.323%
8/12/2024Mercer Global Advisors Inc. ADV4,802$672K0.0%-2.3%0.104%
8/9/2024Mesirow Financial Investment Management Inc.5,388$755K0.0%-1.6%0.117%
8/9/2024Fairfield Financial Advisors LTD322$45K0.0%N/A0.007%
8/8/2024J.W. Cole Advisors Inc.1,618$227K0.0%N/A0.035%
8/8/2024Envestnet Asset Management Inc.16,366$2.29M0.0%-16.6%0.356%
8/8/2024Stonebridge Financial Planning Group LLC6,421$899K0.5%+15.3%0.140%
8/7/2024Daiwa Securities Group Inc.4,400$616K0.0%+10.0%0.096%
8/7/2024 Sachetta LLC42,736$6.11M2.5%+22.5%0.929%
8/1/2024Family Asset Management LLC1,646$230K0.1%-9.0%0.036%
7/31/2024Picton Mahoney Asset Management3,900$550K0.0%-17.0%0.085%
7/31/2024Commonwealth Equity Services LLC39,978$5.60M0.0%-0.3%0.869%
7/31/2024IFG 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%
7/24/2024Pathway Financial Advisors LLC12,248$1.72M0.5%-5.6%0.266%
7/24/2024&PARTNERS5,328$746K0.0%+38.2%0.116%
7/23/2024 Essex 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%
5/24/2024Cetera Investment Advisers17,767$2.63M0.0%+1,018.8%0.386%
5/17/2024Comerica Bank2,677$395K0.0%-37.2%0.058%
5/14/2024EP Wealth Advisors LLC1,145$169K0.0%-29.8%0.025%
5/14/2024 Mattern Wealth Management LLC2,746$406K0.1%-40.4%0.060%
5/9/2024Picton Mahoney Asset Management4,700$694K0.0%+104.3%0.102%
5/7/2024Oppenheimer & Co. Inc.1,448$214K0.0%N/A0.031%
5/4/2024 Essex LLC4,555$673K0.2%-6.4%0.099%
5/3/2024Commerce Bank117,528$17.36M0.1%-0.2%2.555%
Elon’s ultimate power move? (Ad)

THE ELON SHOCK All of Elon Musk’s strange behavior may soon make sense… and impact the markets in a way no one’s expect.

Full story here.
5/1/2024 Janney Montgomery Scott LLC2,462$364K0.0%+64.8%0.054%
5/1/2024DORCHESTER WEALTH MANAGEMENT Co1,365$201K0.0%N/A0.030%
4/30/2024Private Advisor Group LLC3,408$503K0.0%-6.9%0.074%
4/29/2024Commonwealth Equity Services LLC40,112$5.93M0.0%-7.2%0.872%
4/27/2024Kellett 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%
4/26/2024Mesirow 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%
(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, 187 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 142 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 1,376,943 shares in the last 24 months. This purchase volume represents approximately $186.69M 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 ($69.41K), Raymond James & Associates ($66.59K), Bank of America Corp DE ($57.54K), MinichMacGregor Wealth Management LLC ($47.48K), 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 883,935 shares in the last 24 months. This volume of shares sold represents approximately $114.16M in transactions.


Related Companies

This page (NYSEARCA:IYM) was last updated on 2/1/2025 by MarketBeat.com Staff
From Our Partners
Elon’s #1 AI Stock” SET TO SOAR
Forget ChatGPT! Because Elon Musk's AI promises to be 100x more powerful.
Behind the Markets | Sponsored
Will DeepSeek pop the AI bubble?
An overseas AI rival sent shockwaves through the U.S. tech market last week... Leaving millions of investor...
Chaikin Analytics | Sponsored
Better than Bitcoin – and potentially more profitable
The world is obsessed with Bitcoin again... And for a good reason: It just soared beyond $100,000. Bitcoin ...
Brownstone Research | Sponsored
Did You See Trump’s Manhattan Project Bombshell?
This secret document contains stunning details about Donald Trump’s very first order of business… the minute h...
Banyan Hill Publishing | Sponsored
Trump vs. Texas
Ever since Donald Trump won the election, U.S. states have been rushing to pass new currency rules. These r...
Stansberry Research | Sponsored
Turning Panic Into Opportunity
AI stocks were hammered on Jan. 27. That includes Nvidia, the undisputed leader in the artificial intellige...
Weiss Ratings | Sponsored
Vladimir Lenin was right…
The Magnificent 7 could be in for a world of pain… And the insiders know it. It’s why Jeff Bezos just sold ...
Porter & Company | Sponsored
The #1 Stock for Trump’s First 100 Days
Legendary investor Louis Navellier believes this is just the beginning of Trump's 100-day melt-up. You shou...
InvestorPlace | Sponsored