iShares U.S. Basic MaterialsIYMETF
13F holders, Q2 2026 (June 30)At the end of Q2 2026, 273 institutions reported holding iShares U.S. Basic Materials (IYM) in their 13F filings, up 26 from Q1 2026. 43 opened new positions and 19 sold out. The largest holders were Bank of America Corp. ($79.0M), USA Financial Formulas ($63.6M) and Two Sigma Investments, LP ($62.3M). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- iShares U.S. Basic Materials
- CUSIP
- 464287838
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $127.7M |
| Exits | 19 | $160.2M |
All 13F filers, Q1 2026 → Q2 2026: 1,807,914 shares bought and 2,443,003 shares sold, net −635,089 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 273 holders
| Bank of America Corp. | 0.01% | Add +17.4% | 439,825 | $79.0M |
| USA Financial Formulas | 11.65% | — | 354,526 | $63.6M |
| Two Sigma Investments, LP | 0.05% | Add +427.1% | 346,800 | $62.3M |
| Morgan Stanley | 0.00% | Add +20.0% | 327,506 | $58.8M |
| LPL Financial LLC | 0.01% | Add +39.8% | 238,055 | $42.7M |
| Assetmark, Inc. | 0.05% | New | 152,872 | $27.4M |
| Camarda Financial Advisors, LLC | 6.14% | New | 112,984 | $20.3M |
| Commerce Bank | 0.08% | Reduce -0.7% | 107,225 | $19.3M |
| Foundations Investment Advisors, LLC | 0.17% | New | 91,995 | $16.5M |
| Modern Wealth Management, LLC | 0.20% | New | 91,062 | $16.3M |
| Wells Fargo & Company | 0.00% | Reduce -10.7% | 89,501 | $16.1M |
| Principal Financial Group Inc. | 0.01% | Add +55.1% | 89,156 | $16.0M |
| Ameriprise Financial Inc. | 0.00% | Add +1060.7% | 86,997 | $15.6M |
| Cetera Investment Advisers | 0.01% | Add +267.5% | 86,055 | $15.4M |
| UBS Group AG | 0.00% | Add +0.5% | 81,336 | $14.6M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +271.3% | 79,550 | $14.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +3.4% | 78,713 | $14.1M |
| PGIM Custom Harvest LLC | 0.15% | Add +1.9% | 66,502 | $11.9M |
| Osaic Holdings, Inc. | 0.01% | Add +119.0% | 62,411 | $11.2M |
| CoreCap Advisors, LLC | 0.33% | Add +324.4% | 61,497 | $11.0M |
| Three Seasons Wealth, LLC | 0.95% | Add +99.8% | 57,963 | $10.4M |
| Bank of Nova Scotia | 0.01% | Reduce -36.3% | 47,200 | $8.5M |
| Farther Finance Advisors, LLC | 0.06% | Add +2504.1% | 43,515 | $7.8M |
| Summit Financial Consulting LLC | 5.18% | Add +96.0% | 42,511 | $7.6M |
| First Heartland Consultants, Inc. | 0.46% | Add +2482.3% | 39,664 | $7.1M |
| Sharp Wealth Advisory, LLC | 3.29% | New | 39,548 | $7.1M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | New | 37,063 | $6.7M |
| Goldman Sachs Group Inc. | 0.00% | Add +0.0% | 35,346 | $6.3M |
| Royal Bank of Canada | 0.00% | Add +4.0% | 35,031 | $6.3M |
| Independent Financial Group, LLC | 0.11% | Add +2590.5% | 33,174 | $6.0M |
| Centaurus Financial, Inc. | 0.20% | New | 28,562 | $5.1M |
| Gerald Baker Financial Group LLC | 1.42% | Add +1.4% | 27,867 | $5.0M |
| Raymond James Financial Inc. | 0.00% | Add +4.6% | 26,114 | $4.7M |
| Conservest Capital Advisors, Inc. | 0.37% | Add +31.7% | 25,900 | $4.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +114.2% | 24,833 | $4.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -39.7% | 23,998 | $4.3M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -9.8% | 23,661 | $4.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +180.8% | 23,631 | $4.2M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +1534.4% | 20,953 | $3.8M |
| Integrated Advisors Network LLC | 0.17% | Add +1205.5% | 20,130 | $3.6M |
| Equitable Holdings, Inc. | 0.02% | Add +217.5% | 19,858 | $3.6M |
| GTS Securities LLC | 0.07% | Add +426.1% | 19,156 | $3.4M |
| MML Investors Services, LLC | 0.01% | Reduce -1.7% | 18,519 | $3.3M |
| Citadel Advisors | 0.00% | New | 17,839 | $3.2M |
| Financial Planning Fort Collins, LLC | 2.40% | Add +0.3% | 17,172 | $3.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.4% | 15,153 | $2.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +7.1% | 14,646 | $2.6M |
| Focus Partners Wealth | 0.00% | Add +2.7% | 14,637 | $2.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -98.9% | 14,780 | $2.6M |
| Lifestyle Asset Management, Inc. | 0.70% | Add +278.1% | 14,468 | $2.6M |
| HighTower Advisors, LLC | 0.00% | Add +3.7% | 14,153 | $2.5M |
| Horizon Investments, LLC | 0.03% | New | 14,117 | $2.5M |
| Exchange Traded Concepts, LLC | 0.01% | New | 14,117 | $2.5M |
| Atria Investments, Inc | 0.02% | New | 13,666 | $2.5M |
| Wealthstar Advisors, LLC | 1.08% | Add +9.6% | 12,037 | $2.2M |
| Counterweight Ventures, LLC | 1.05% | Reduce -1.3% | 11,680 | $2.1M |
| Pathway Financial Advisors LLC | 0.23% | Reduce -3.9% | 10,642 | $1.9M |
| Buck Wealth Strategies, LLC | 0.20% | Add +117.3% | 10,562 | $1.9M |
| Composition Wealth, LLC | 0.02% | Add +38.8% | 10,396 | $1.9M |
| Legacy Wealth Partners, LLC | 0.37% | New | 9,214 | $1.7M |
| Bank of Montreal | 0.00% | No change | 9,098 | $1.6M |
| Keystone Financial Group | 0.10% | New | 8,986 | $1.6M |
| First Citizens Financial Corp | 0.66% | Reduce -0.8% | 8,845 | $1.6M |
| Harvest Investment Services, LLC | 0.25% | New | 8,841 | $1.6M |
| HSBC Holdings PLC | 0.00% | New | 8,825 | $1.6M |
| Corient Private Wealth LP | 0.00% | Reduce -2.1% | 8,341 | $1.5M |
| Merit Financial Group, LLC | 0.01% | New | 8,260 | $1.5M |
| Navis Wealth Advisors, LLC | 0.55% | Add +0.3% | 8,138 | $1.5M |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -3.8% | 7,790 | $1.4M |
| Balboa Wealth Partners | 0.18% | New | 7,364 | $1.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -7.3% | 7,359 | $1.3M |
| Tower Research Capital LLC (TRC) | 0.03% | New | 6,929 | $1.2M |
| Harbour Investments, Inc. | 0.02% | Add +1475.5% | 6,696 | $1.2M |
| Jones Financial Companies LLLP | 0.00% | Add +24.6% | 6,601 | $1.2M |
| Harmony Asset Management LLC | 0.31% | Add +25.1% | 6,365 | $1.1M |
| &partners | 0.00% | Reduce -2.6% | 6,351 | $1.1M |
| Discovery Capital Management, LLC / CT | 0.05% | Reduce -46.4% | 6,250 | $1.1M |
| Bartlett & Co. Wealth Management LLC | 0.01% | Add +3.4% | 5,956 | $1.1M |
| Roberts Glore & Co. Inc. | 0.26% | No change | 5,872 | $1.1M |
| Astoria Portfolio Advisors LLC. | 0.16% | Add +24.8% | 5,306 | $953K |
| Blair William & Co. | 0.00% | Add +17.3% | 5,192 | $932K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -22.5% | 5,029 | $903K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Add +0.0% | 5,015 | $900K |
| AdvisorNet Financial, Inc | 0.04% | Add +10988.9% | 4,990 | $896K |
| Park Avenue Securities LLC | 0.01% | Add +31.0% | 4,939 | $887K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -23.3% | 4,918 | $883K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 4,835 | $868K |
| Balefire, LLC | 0.14% | New | 4,790 | $860K |
| Mutual Advisors, LLC | 0.02% | Reduce -46.5% | 4,637 | $833K |
| Stifel Financial Corp. | 0.00% | Reduce -33.9% | 4,616 | $829K |
| Nikulski Financial, Inc. | 0.18% | New | 4,564 | $819K |
| FMR LLC | 0.00% | Reduce -0.3% | 4,514 | $810K |
| Wealth Management Partners, LLC | 0.19% | Add +2.2% | 4,511 | $810K |
| Blue Line Capital, LLC / IL | 0.66% | Add +7.7% | 4,250 | $763K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -4.2% | 4,159 | $741K |
| Simmons Bank | 0.04% | Reduce -1.1% | 3,950 | $709K |
| Algorithmic Investment Models, LLC | 0.80% | New | 3,848 | $691K |
| True Freedom Investing, LLC | 0.05% | Reduce -23.6% | 3,886 | $684K |
| Citigroup Inc. | 0.00% | Reduce -2.5% | 3,669 | $659K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.0% | 3,617 | $649K |
"% of holder's portfolio" is IYM's weight in each manager's 13F, not the share of iShares U.S. Basic Materials the manager owns.