IYM · iShares U.S. Basic Materials ETF ETF
$191.10
-1.26 (-0.66%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 3
Total Value: $8,245,811
Total Shares: 45,930
Institutional Ownership Trend
17 quarters
Holder Concentration
Across 3 13F filers · Δ vs Mar 31, 2026Top Holder
81.1%
−18.9 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
6,904
Highly concentrated−3,096
Quarterly Activity
vs Mar 31, 2026
New
3
Increased
0
Decreased
0
Sold Out
1
Unchanged
0
Holder count:
+2
Institutional value:
+1239.2%
Shares held:
+1212.3%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 37,239 | $6,685,517 | |
| Large Corient Private Wealth LLC | 8,341 | $1,497,459 | |
| Mid Parkside Financial Bank & Trust | 350 | $62,835 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Dakota Wealth Management | 3,500 | $615,720 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC IYM | $3,202,635 | 38.84% | 17,839 | Shares | 2026-09-02 | |
| Mega CITADEL ADVISORS LLC IYM | $2,459,561 | 29.83% | 13,700 | Call | 2026-09-02 | |
| Large Corient Private Wealth LLC IYM | $1,497,459 | 18.16% | 8,341 | Shares | 2026-08-27 | |
| Mega CITADEL ADVISORS LLC IYM | $1,023,321 | 12.41% | 5,700 | Put | 2026-09-02 | |
| Mid Parkside Financial Bank & Trust Bank IYM | $62,835 | 0.76% | 350 | Shares | 2026-09-04 |