IYM Institutional Ownership & Shareholders
ISHARES U.S. BASIC MATERIALS (IYM) is currently held by 254 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $736.24M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Aia Group Ltd is currently the largest disclosed institutional shareholder of IYM tracked by InsiderSet, reporting ownership valued at approximately $109.76M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $110.72M, representing an estimated gain of +0.88% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 63% of the total disclosed IYM value among the investors covered in this analysis. Major shareholders include Aia Group Ltd, Bank Of America Corp, Two Sigma Investments, Lp, and several other long-term asset managers with concentrated positions in ISHARES U.S. BASIC MATERIALS (IYM).
This page ranks the largest institutional IYM shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
254
Total Reported Value
$736.24M
Largest Holder
Aia Group Ltd
Largest Position
$109.76M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
67
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Aia Group Ltd | 1.35% | 616,198 | $109,763,350 | $110,724,619 | +$961,269 | +0.88% | |
| Bank Of America Corp | 0.01% | 439,825 | $78,961,788 | $79,032,154 | +$70,366 | +0.09% | |
| Two Sigma Investments, Lp | 0.05% | 346,800 | $62,261,004 | $62,316,492 | +$55,488 | +0.09% | |
| Morgan Stanley | 0.00% | 327,506 | $58,797,501 | $58,849,553 | +$52,052 | +0.09% | |
| Lpl Financial Llc | 0.01% | 238,055 | $42,738,002 | $42,776,103 | +$38,101 | +0.09% | |
| Principal Financial Group Inc | 0.02% | 221,529 | $39,460,959 | $39,806,546 | +$345,587 | +0.88% | |
| Camarda Financial Advisors, Llc | 6.14% | 112,984 | $20,284,018 | $20,302,095 | +$18,077 | +0.09% | |
| Commerce Bank | 0.08% | 107,225 | $19,250,105 | $19,267,260 | +$17,155 | +0.09% | |
| Foundations Investment Advisors, Llc | 0.17% | 91,995 | $16,515,773 | $16,530,582 | +$14,809 | +0.09% | |
| Modern Wealth Management, Llc | 0.20% | 91,062 | $16,348,297 | $16,362,931 | +$14,634 | +0.09% | |
| Wells Fargo & Company/Mn | 0.00% | 89,501 | $16,068,085 | $16,082,435 | +$14,350 | +0.09% | |
| Ameriprise Financial Inc | 0.00% | 86,997 | $15,617,199 | $15,632,491 | +$15,292 | +0.10% | |
| Cetera Investment Advisers | 0.01% | 86,055 | $15,449,549 | $15,463,223 | +$13,674 | +0.09% | |
| Ubs Group Ag | 0.00% | 81,336 | $14,602,252 | $14,615,266 | +$13,014 | +0.09% | |
| Pgim Custom Harvest Llc | 0.15% | 66,502 | $11,939,191 | $11,949,744 | +$10,553 | +0.09% | |
| Osaic Holdings, Inc. | 0.01% | 62,411 | $11,218,822 | $11,214,633 | -$4,189 | -0.04% | |
| Bank Of Nova Scotia | 0.01% | 47,200 | $8,473,816 | $8,481,368 | +$7,552 | +0.09% | |
| Summit Financial Consulting Llc | 5.91% | 45,247 | $8,059,848 | $8,130,433 | +$70,585 | +0.88% | |
| Sharp Wealth Advisory, Llc | 3.29% | 39,548 | $7,100,052 | $7,106,380 | +$6,328 | +0.09% | |
| Goldman Sachs Group Inc | 0.00% | 35,346 | $6,345,667 | $6,351,323 | +$5,656 | +0.09% | |
| Royal Bank Of Canada | 0.00% | 35,031 | $6,288,000 | $6,294,720 | +$6,720 | +0.11% | |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | 29,784 | $5,305,424 | $5,351,887 | +$46,463 | +0.88% | |
| Centaurus Financial, Inc. | 0.20% | 28,562 | $5,128,000 | $5,132,306 | +$4,306 | +0.08% | |
| Gerald Baker Financial Group Llc | 1.39% | 27,675 | $4,929,803 | $4,972,921 | +$43,118 | +0.87% | |
| Raymond James Financial Inc | 0.00% | 26,114 | $4,688,204 | $4,692,425 | +$4,221 | +0.09% | |
| Conservest Capital Advisors, Inc. | 0.37% | 25,900 | $4,649,764 | $4,653,971 | +$4,207 | +0.09% | |
| Rockefeller Capital Management L.P. | 0.01% | 24,833 | $4,458,445 | $4,462,242 | +$3,797 | +0.09% | |
| Susquehanna International Group, Llp | 0.00% | 23,998 | $4,308,361 | $4,312,201 | +$3,840 | +0.09% | |
| Envestnet Asset Management Inc | 0.00% | 23,631 | $4,238,803 | $4,246,254 | +$7,451 | +0.18% | |
| Three Seasons Wealth, Llc | 0.34% | 21,563 | $3,841,017 | $3,874,655 | +$33,638 | +0.88% | |
| Stratos Wealth Partners, Ltd. | 0.04% | 20,953 | $3,761,862 | $3,765,045 | +$3,183 | +0.08% | |
| Equitable Holdings, Inc. | 0.02% | 19,858 | $3,565,014 | $3,568,284 | +$3,270 | +0.09% | |
| Gts Securities Llc | 0.07% | 19,156 | $3,439,077 | $3,442,142 | +$3,065 | +0.09% | |
| Mml Investors Services, Llc | 0.01% | 18,519 | $3,324,775 | $3,327,679 | +$2,904 | +0.09% | |
| Citadel Advisors Llc | 0.00% | 17,839 | $3,202,636 | $3,205,490 | +$2,854 | +0.09% | |
| Financial Planning Fort Collins, Llc | 2.33% | 17,121 | $3,049,733 | $3,076,472 | +$26,739 | +0.88% | |
| Steward Partners Investment Advisory, Llc | 0.01% | 15,153 | $2,720,388 | $2,722,843 | +$2,455 | +0.09% | |
| Sanctuary Advisors, Llc | 0.01% | 14,646 | $2,629,408 | $2,631,740 | +$2,332 | +0.09% | |
| Focus Partners Wealth | 0.00% | 14,637 | $2,627,992 | $2,630,123 | +$2,131 | +0.08% | |
| Jpmorgan Chase & Co | 0.00% | 14,780 | $2,627,923 | $2,655,818 | +$27,895 | +1.06% | |
| Lifestyle Asset Management, Inc. | 0.61% | 14,265 | $2,541,063 | $2,563,278 | +$22,215 | +0.87% | |
| Horizon Investments, Llc | 0.03% | 14,117 | $2,534,425 | $2,536,684 | +$2,259 | +0.09% | |
| Wealthstar Advisors, Llc | 1.19% | 12,700 | $2,262,312 | $2,282,063 | +$19,751 | +0.87% | |
| Counterweight Ventures, Llc | 1.05% | 11,680 | $2,096,910 | $2,098,779 | +$1,869 | +0.09% | |
| First Heartland Consultants, Inc. | 0.14% | 11,690 | $2,082,253 | $2,100,576 | +$18,323 | +0.88% | |
| Cornerstone Wealth Group, Llc | 0.11% | 10,578 | $1,884,273 | $1,900,761 | +$16,488 | +0.88% | |
| Composition Wealth, Llc | 0.02% | 10,396 | $1,866,443 | $1,868,057 | +$1,614 | +0.09% | |
| Pathway Financial Advisors Llc | 0.20% | 9,985 | $1,778,628 | $1,794,205 | +$15,577 | +0.88% | |
| Sherman Porfolios, Llc | 0.28% | 9,957 | $1,773,590 | $1,789,173 | +$15,583 | +0.88% | |
| Buck Wealth Strategies, Llc | 0.17% | 9,893 | $1,762,154 | $1,777,673 | +$15,519 | +0.88% |
Frequently asked questions about IYM
Who are the largest institutional holders of IYM?
The largest institutional holders of IYM reported in the latest SEC Form 13F filings include Aia Group Ltd, Bank Of America Corp, Two Sigma Investments, Lp, Morgan Stanley, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported IYM position.
What is IYM institutional ownership?
This page tracks IYM positions reported by institutional investment managers through SEC Form 13F. ISHARES U.S. BASIC MATERIALS (IYM) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IYM?
InsiderSet currently tracks 254 institutional managers reporting IYM holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IYM shareholders.
How much IYM stock do institutions own?
Institutional investment managers disclosed approximately $736.24M in IYM holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IYM institutional ownership last updated?
The latest IYM institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IYM holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IYM position after the reporting date.
Are institutions buying or selling IYM?
Institutional buying and selling can be analyzed by comparing IYM positions across consecutive 13F reporting periods. InsiderSet's IYM Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IYM ownership changes.
How has IYM institutional ownership changed over time?
InsiderSet tracks IYM institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.