Who owns iShares U.S. Basic Materials ETF (IYM)
Which tracked institutional funds hold IYM, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IYM company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-18). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on IYM is one-sided between 2026-Q1 and 2026-Q2: 61 added or opened and 19 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
IYM’s largest tracked holder by dollar value, BANK OF AMERICA CORP /DE/, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes IYM more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in IYM divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 263 tracked filers holding IYM, 131 increased or opened the position and 93 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in IYM between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 26
- USA FINANCIAL FORMULAS$64M
- ASSETMARK, INC$27M
- Camarda Financial Advisors, LLC$20M
- Foundations Investment Advisors, LLC$17M
- Modern Wealth Management, LLC$16M
- Sharp Wealth Advisory, LLC$7M
Full exits 8
- MANUFACTURERS LIFE INSURANCE COMPANY, THE$135M
- Destiny Wealth Partners, LLC$14M
- MILLENNIUM MANAGEMENT LLC$4M
- Cambridge Investment Research Advisors, Inc.$4M
- MARSHALL WACE, LLP$3M
- HighTower Advisors, LLC$2M
Largest adds
- TWO SIGMA INVESTMENTS, LP$51M
- AMERIPRISE FINANCIAL INC$14M
- BANK OF AMERICA CORP /DE/$13M
- LPL Financial LLC$13M
- Cetera Investment Advisers$11M
- MORGAN STANLEY$11M
Largest trims
- JPMORGAN CHASE & CO$222M
- AE Wealth Management LLC$18M
- WealthCare Asset Management, LLC$9M
- BANK OF NOVA SCOTIA$5M
- SUSQUEHANNA INTERNATIONAL GROUP, LLP$3M
- WELLS FARGO & COMPANY/MN$2M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BANK OF AMERICA CORP /DE/ added | 439,825 | $79M | 10.7% | 2026-Q2 |
| USA FINANCIAL FORMULAS new | 354,526 | $64M | 8.6% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 346,800 | $62M | 8.4% | 2026-Q2 |
| MORGAN STANLEY added | 327,506 | $59M | 8.0% | 2026-Q2 |
| LPL Financial LLC added | 238,055 | $43M | 5.8% | 2026-Q2 |
| ASSETMARK, INC new | 152,872 | $27M | 3.7% | 2026-Q2 |
| Camarda Financial Advisors, LLC new | 112,984 | $20M | 2.7% | 2026-Q2 |
| COMMERCE BANK trimmed | 107,225 | $19M | 2.6% | 2026-Q2 |
| Foundations Investment Advisors, LLC new | 91,995 | $17M | 2.2% | 2026-Q2 |
| Modern Wealth Management, LLC new | 91,062 | $16M | 2.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 89,501 | $16M | 2.2% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 89,156 | $16M | 2.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC added | 86,997 | $16M | 2.1% | 2026-Q2 |
| Cetera Investment Advisers added | 86,055 | $15M | 2.1% | 2026-Q2 |
| UBS Group AG added | 81,336 | $15M | 2.0% | 2026-Q2 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 78,713 | $14M | 1.9% | 2026-Q2 |
| PGIM Custom Harvest LLC added | 66,502 | $12M | 1.6% | 2026-Q2 |
| OSAIC HOLDINGS, INC. added | 62,411 | $11M | 1.5% | 2026-Q2 |
| CoreCap Advisors, LLC added | 61,497 | $11M | 1.5% | 2026-Q2 |
| Three Seasons Wealth, LLC added | 57,963 | $10M | 1.4% | 2026-Q2 |
| BANK OF NOVA SCOTIA trimmed | 47,200 | $8M | 1.1% | 2026-Q2 |
| Farther Finance Advisors, LLC added | 43,515 | $8M | 1.1% | 2026-Q2 |
| Summit Financial Consulting LLC added | 42,511 | $8M | 1.0% | 2026-Q2 |
| First Heartland Consultants, Inc. added | 39,664 | $7M | 1.0% | 2026-Q2 |
| Sharp Wealth Advisory, LLC new | 39,548 | $7M | 1.0% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. new | 37,063 | $7M | 0.9% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 35,346 | $6M | 0.9% | 2026-Q2 |
| ROYAL BANK OF CANADA added | 35,031 | $6M | 0.9% | 2026-Q2 |
| INDEPENDENT FINANCIAL GROUP, LLC added | 33,174 | $6M | 0.8% | 2026-Q2 |
| Gerald Baker Financial Group LLC added | 27,867 | $5M | 0.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC added | 26,114 | $5M | 0.6% | 2026-Q2 |
| Conservest Capital Advisors, Inc. added | 25,900 | $5M | 0.6% | 2026-Q2 |
| Rockefeller Capital Management L.P. added | 24,833 | $4M | 0.6% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP trimmed | 23,998 | $4M | 0.6% | 2026-Q2 |
| COMMONWEALTH EQUITY SERVICES, LLC trimmed | 23,661 | $4M | 0.6% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC added | 23,631 | $4M | 0.6% | 2026-Q2 |
| Stratos Wealth Partners, LTD. added | 20,953 | $4M | 0.5% | 2026-Q2 |
| Integrated Advisors Network LLC added | 20,130 | $4M | 0.5% | 2026-Q2 |
| Equitable Holdings, Inc. added | 19,858 | $4M | 0.5% | 2026-Q2 |
| GTS SECURITIES LLC added | 19,156 | $3M | 0.5% | 2026-Q2 |
| MML INVESTORS SERVICES, LLC trimmed | 18,519 | $3M | 0.5% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 17,839 | $3M | 0.4% | 2026-Q2 |
| Financial Planning Fort Collins, LLC added | 17,172 | $3M | 0.4% | 2026-Q2 |
| Steward Partners Investment Advisory, LLC added | 15,153 | $3M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 14,780 | $3M | 0.4% | 2026-Q2 |
| Sanctuary Advisors, LLC added | 14,646 | $3M | 0.4% | 2026-Q2 |
| Focus Partners Wealth added | 14,637 | $3M | 0.4% | 2026-Q2 |
| Lifestyle Asset Management, Inc. added | 14,468 | $3M | 0.4% | 2026-Q2 |
| EXCHANGE TRADED CONCEPTS, LLC new | 14,117 | $3M | 0.3% | 2026-Q2 |
| Horizon Investments, LLC new | 14,117 | $3M | 0.3% | 2026-Q2 |
| Atria Investments, Inc new | 13,666 | $2M | 0.3% | 2026-Q2 |
| Wealthstar Advisors, LLC added | 12,037 | $2M | 0.3% | 2026-Q2 |
| Counterweight Ventures, LLC trimmed | 11,680 | $2M | 0.3% | 2026-Q2 |
| Pathway Financial Advisors LLC trimmed | 10,642 | $2M | 0.3% | 2026-Q2 |
| Buck Wealth Strategies, LLC added | 10,562 | $2M | 0.3% | 2026-Q2 |
| Composition Wealth, LLC added | 10,396 | $2M | 0.3% | 2026-Q2 |
| Legacy Wealth Partners, LLC new | 9,214 | $2M | 0.2% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ | 9,098 | $2M | 0.2% | 2026-Q2 |
| Keystone Financial Group new | 8,986 | $2M | 0.2% | 2026-Q2 |
| First Citizens Financial Corp trimmed | 8,845 | $2M | 0.2% | 2026-Q2 |
| Harvest Investment Services, LLC new | 8,841 | $2M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC new | 8,825 | $2M | 0.2% | 2026-Q2 |
| Corient Private Wealth LP trimmed | 8,351 | $1M | 0.2% | 2026-Q2 |
| Merit Financial Group, LLC new | 8,260 | $1M | 0.2% | 2026-Q2 |
| Navis Wealth Advisors, LLC added | 8,138 | $1M | 0.2% | 2026-Q2 |
| Gladstone Institutional Advisory LLC trimmed | 7,790 | $1M | 0.2% | 2026-Q2 |
| Balboa Wealth Partners new | 7,364 | $1M | 0.2% | 2026-Q2 |
| Private Advisor Group, LLC trimmed | 7,359 | $1M | 0.2% | 2026-Q2 |
| Tower Research Capital LLC (TRC) added | 6,929 | $1M | 0.2% | 2026-Q2 |
| HARBOUR INVESTMENTS, INC. added | 6,696 | $1M | 0.2% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP added | 6,601 | $1M | 0.2% | 2026-Q2 |
| HARMONY ASSET MANAGEMENT LLC added | 6,365 | $1M | 0.2% | 2026-Q2 |
| &PARTNERS trimmed | 6,351 | $1M | 0.2% | 2026-Q2 |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT trimmed | 6,250 | $1M | 0.2% | 2026-Q2 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC added | 5,956 | $1M | 0.1% | 2026-Q2 |
| ROBERTS GLORE & CO INC /IL/ | 5,872 | $1M | 0.1% | 2026-Q2 |
| Astoria Portfolio Advisors LLC. added | 5,306 | $953K | 0.1% | 2026-Q2 |
| BLAIR WILLIAM & CO/IL added | 5,192 | $932K | 0.1% | 2026-Q2 |
| Kestra Advisory Services, LLC trimmed | 5,029 | $903K | 0.1% | 2026-Q2 |
| Mesirow Financial Investment Management, Inc. added | 5,015 | $900K | 0.1% | 2026-Q2 |
| AdvisorNet Financial, Inc added | 4,990 | $896K | 0.1% | 2026-Q2 |
| Beacon Pointe Advisors, LLC trimmed | 4,918 | $883K | 0.1% | 2026-Q2 |
| PNC Financial Services Group, Inc. | 4,835 | $868K | 0.1% | 2026-Q2 |
| Balefire, LLC new | 4,790 | $860K | 0.1% | 2026-Q2 |
| Mutual Advisors, LLC trimmed | 4,637 | $833K | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 4,616 | $829K | 0.1% | 2026-Q2 |
| Nikulski Financial, Inc. new | 4,564 | $819K | 0.1% | 2026-Q2 |
| FMR LLC trimmed | 4,514 | $810K | 0.1% | 2026-Q2 |
| Wealth Management Partners, LLC added | 4,511 | $810K | 0.1% | 2026-Q2 |
| Blue Line Capital, LLC / IL added | 4,250 | $763K | 0.1% | 2026-Q2 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC trimmed | 4,159 | $741K | 0.1% | 2026-Q2 |
| Simmons Bank trimmed | 3,950 | $709K | 0.1% | 2026-Q2 |
| True Freedom Investing, LLC trimmed | 3,886 | $684K | 0.1% | 2026-Q2 |
| Algorithmic Investment Models, LLC new | 3,848 | $691K | 0.1% | 2026-Q2 |
| CITIGROUP INC trimmed | 3,669 | $659K | 0.1% | 2026-Q2 |
| Geneos Wealth Management Inc. added | 3,617 | $649K | 0.1% | 2026-Q2 |
| Forvis Mazars Wealth Advisors, LLC | 3,602 | $647K | 0.1% | 2026-Q2 |
| COTTONWOOD CAPITAL ADVISORS, LLC trimmed | 3,597 | $646K | 0.1% | 2026-Q2 |
| Dakota Wealth Management | 3,500 | $628K | 0.1% | 2026-Q2 |
| Empirical Asset Management, LLC | 3,469 | $623K | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.