Vault-13

ISHARES TR IYM

U.S. BAS MTL ETF · ETP · CUSIP 464287838

201 institutional holders +19 vs Q3 2025
2,387,0642.4m shares reported held*
$365.7mreported value*
23 new 55 added 51 reduced 11 sold out net bought ≈ $62.6m (+421.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $153.22. Options: 2 managers hold calls ($492.7k notional), 1 hold puts ($692.8k).

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 197Q4 22: 211Q1 23: 211Q2 23: 204Q3 23: 195Q4 23: 206Q1 24: 198Q2 24: 196Q3 24: 190Q4 24: 181Q1 25: 185Q2 25: 186Q3 25: 182Q4 25: 201201Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 2022197
Q4 2022211
Q1 2023211
Q2 2023204
Q3 2023195
Q4 2023206
Q1 2024198
Q2 2024196
Q3 2024190
Q4 2024181
Q1 2025185
Q2 2025186
Q3 2025182
Q4 2025201

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q1 24: 68 bought or addedQ1 24: 85 cut or sold outQ2 24: 63 bought or addedQ2 24: 81 cut or sold outQ2 24Q3 24: 56 bought or addedQ3 24: 76 cut or sold outQ4 24: 54 bought or addedQ4 24: 78 cut or sold outQ4 24Q1 25: 67 bought or addedQ1 25: 66 cut or sold outQ2 25: 66 bought or addedQ2 25: 76 cut or sold outQ2 25Q3 25: 51 bought or addedQ3 25: 72 cut or sold outQ4 25: 78 bought or addedQ4 25: 62 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20246885
Q2 20246381
Q3 20245676
Q4 20245478
Q1 20256766
Q2 20256676
Q3 20255172
Q4 20257862

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$500k$1m$1.5mQ1 25 calls: $1.1mQ1 25 puts: $40.4kQ1 25P/C 0.04Q2 25 calls: $1.2mQ2 25 puts: $0Q2 25P/C 0.00Q3 25 calls: $266.8kQ3 25 puts: $0Q3 25P/C 0.00Q4 25 calls: $492.7kQ4 25 puts: $692.8kQ4 25P/C 1.41
Numbers
QuarterCallsPutsP/C
Q1 2025$1.1m$40.4k0.04
Q2 2025$1.2m$00.00
Q3 2025$266.8k$00.00
Q4 2025$492.7k$692.8k1.41

Biggest buyers

MANUFACTURERS LIFE INSURANCE COMPANY, THE New +467,440+467.4k
Three Seasons Wealth, LLC New +33,290+33.3k
MORGAN STANLEY Added +32,947+32.9k
Corient Private Wealth LP New +32,880+32.9k
Private Advisor Group, LLC Added +10,526+10.5k
RAYMOND JAMES FINANCIAL INC Added +6,933+6.9k
BANK OF AMERICA CORP /DE/ Added +5,681+5.7k
Point72 Asset Management, L.P. New +5,429+5.4k
WELLS FARGO & COMPANY/MN Added +5,170+5.2k
Orion Porfolio Solutions, LLC New +5,048+5.0k

Biggest sellers

CITIGROUP INC Reduced -149,982-150.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -24,571-24.6k
CITADEL ADVISORS LLC Sold out -15,367-15.4k
ROYAL BANK OF CANADA Reduced -11,452-11.5k
GOLDMAN SACHS GROUP INC Reduced -8,106-8.1k
Daiwa Securities Group Inc. Reduced -3,600-3.6k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -2,759-2.8k
Sanctuary Advisors, LLC Reduced -2,591-2.6k
COMMERCE BANK Reduced -2,410-2.4k
JPMORGAN CHASE & CO Reduced -2,197-2.2k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $446.5k2.9k shares
Belvedere Trading LLC New $46.2k300 shares

Biggest puts

Belvedere Trading LLC New $692.8k4.5k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.06% of their portfolio Toronto, A6 467,440467.4k $72.0m $72.0m 0.06% New
2 PGIM Custom Harvest LLC 0.69% of their portfolio NEWARK, NJ 303,517303.5k $46.7m $46.7m 0.69% Reduced -173 -173
3 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 259,215259.2k $39.9m $39.9m 0.00% Added +32.9k +32,947
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 135,534135.5k $20.9m $20.9m 0.00% Added +5.7k +5,681
5 COMMERCE BANK 0.09% of their portfolio KANSAS CITY, MO 111,174111.2k $17.1m $17.1m 0.09% Reduced -2.4k -2,410
6 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 101,607101.6k $15.6m $15.6m 0.00% Added +964 +964
7 UBS Group AG 0.00% of their portfolio ZURICH, V8 79,66979.7k $12.3m $12.3m 0.00% Added +1.6k +1,592
8 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 74,46674.5k $11.5m $11.5m 0.00% Added +5.2k +5,170
9 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 67,42867.4k $10.4m $10.4m 0.01% Reduced -192 -192
10 CITIGROUP INC 0.01% of their portfolio NEW YORK, NY 53,83153.8k $8.3m $8.3m 0.01% Reduced -150.0k -149,982
11 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 37,45237.5k $5.8m $5.8m 0.00% Reduced -11.5k -11,452
12 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 36,51036.5k $5.6m $5.6m 0.00% Reduced -8.1k -8,106
13 Three Seasons Wealth, LLC 0.49% of their portfolio SALT LAKE CITY, UT 33,29033.3k $5.1m $5.1m 0.49% New
14 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 32,88032.9k $2.7m $2.7m 0.00% New
15 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 29,06329.1k $4.5m $4.5m 0.01% Reduced -2.8k -2,759
16 BANK OF NOVA SCOTIA 0.01% of their portfolio TORONTO, A6 25,40025.4k $3.9m $3.9m 0.01% Unchanged
17 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 24,66224.7k $3.8m $3.8m 0.00% Added +6.9k +6,933
18 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 21,45321.5k $3.3m $3.3m 0.00% Reduced -24.6k -24,571
19 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 20,96421.0k $3.2m $3.2m 0.01% Reduced -537 -537
20 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 20,09920.1k $3.1m $3.1m 0.00% Added +3.1k +3,129
21 Financial Planning Fort Collins, LLC 2.55% of their portfolio FORT COLLINS, CO 18,84718.8k $2.9m $2.9m 2.55% First filing
22 AE Wealth Management LLC 0.02% of their portfolio TOPEKA, KS 17,30017.3k $2.7m $2.7m 0.02% Added +1.5k +1,495
23 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 16,17916.2k $2.5m $2.5m 0.00% Reduced -172 -172
24 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 13,71413.7k $2.1m $2.1m 0.00% Added +1.5k +1,503
25 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 13,06813.1k $2.0m $2.0m 0.01% Added +10.5k +10,526
26 Sanctuary Advisors, LLC 0.01% of their portfolio INDIANAPOLIS, IN 12,88012.9k $2.0m $2.0m 0.01% Reduced -2.6k -2,591
27 Composition Wealth, LLC 0.03% of their portfolio LOS ANGELES, CA 11,78911.8k $1.8m $1.8m 0.03% Added +57 +57
28 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 11,60611.6k $1.8m $1.8m 0.00% Added +835 +835
29 Pathway Financial Advisors LLC 0.23% of their portfolio SOUTH BURLINGTON, VT 11,37711.4k $1.9m $1.9m 0.23% Reduced -485 -485
30 Gladstone Institutional Advisory LLC 0.05% of their portfolio Bedminster, NJ 9,3649.4k $1.4m $1.4m 0.05% Added +542 +542
31 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 9,1939.2k $1.4m $1.4m 0.00% Added +2.7k +2,746
32 First Citizens Financial Corp 0.68% of their portfolio MASON CITY, IA 8,9689.0k $1.4m $1.4m 0.68% Reduced -159 -159
33 Navis Wealth Advisors, LLC 0.53% of their portfolio RYE BROOK, NY 8,0948.1k $1.2m $1.2m 0.53% Added +40 +40
34 Mutual Advisors, LLC 0.03% of their portfolio OMAHA, NE 8,0018.0k $1.2m $1.2m 0.03% Reduced -146 -146
35 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 7,0827.1k $1.1m $1.1m 0.01% Added +1 +1
36 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 7,0527.1k $1.1m $1.1m 0.01% Added +260 +260
37 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 6,7936.8k $1.0m $1.0m 0.00% Added +268 +268
38 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.01% of their portfolio CINCINNATI, OH 6,1966.2k $953.9k $953.9k 0.01% Added +2.6k +2,578
39 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 6,1566.2k $947.8k $947.8k 0.01% Added +4.7k +4,688
40 ROBERTS GLORE & CO INC /IL/ 0.24% of their portfolio DEERFIELD, IL 5,8945.9k $907.4k $907.4k 0.24% Unchanged
41 Point72 Asset Management, L.P. 0.00% of their portfolio STAMFORD, CT 5,4295.4k $835.8k $835.8k 0.00% New
42 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 5,0485.0k $777.2k $777.2k 0.01% New
43 Mesirow Financial Investment Management, Inc. 0.02% of their portfolio CHICAGO, IL 4,9875.0k $767.8k $767.8k 0.02% Reduced -22 -22
44 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 4,8414.8k $748.0k $748.0k 0.00% Added +8 +8
45 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 4,8354.8k $744.4k $744.4k 0.00% Reduced -20 -20
46 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 4,7704.8k $734.4k $734.4k 0.00% Unchanged
47 Astoria Portfolio Advisors LLC. 0.20% of their portfolio NEW YORK, NY 4,6424.6k $859.9k $859.9k 0.20% New
48 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 4,2514.3k $654.0k $654.0k 0.00% Added +1.0k +1,027
49 Sovran Advisors, LLC 0.06% of their portfolio SAN DIEGO, CA 4,2484.2k $723.5k $723.5k 0.06% Added +661 +661
50 Simmons Bank 0.04% of their portfolio Pine Bluff, AR 4,1364.1k $636.8k $636.8k 0.04% Added +53 +53
51 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 4,0864.1k $629.1k $629.1k 0.00% Added +137 +137
52 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 4,0004.0k $652.3k $652.3k 0.00% Added +69 +69
53 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 3,9063.9k $601.3k $601.3k 0.00% Reduced -62 -62
54 Counterweight Ventures, LLC 0.33% of their portfolio WILMINGTON, NC 3,8453.8k $592.0k $592.0k 0.33% Added +20 +20
55 FMR LLC 0.00% of their portfolio BOSTON, MA 3,7353.7k $575.1k $575.1k 0.00% Added +1.4k +1,387
56 PARK AVENUE SECURITIES LLC 0.00% of their portfolio NEW YORK, NY 3,7103.7k $571.0k $571.0k 0.00% Added +243 +243
57 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 3,6943.7k $568.7k $568.7k 0.00% Added +244 +244
58 COTTONWOOD CAPITAL ADVISORS, LLC 0.40% of their portfolio SALT LAKE CITY, UT 3,6803.7k $566.6k $566.6k 0.40% Unchanged
59 Forvis Mazars Wealth Advisors, LLC 0.01% of their portfolio Springfield, MO 3,6483.6k $561.6k $561.6k 0.01% Reduced -98 -98
60 Essex LLC 0.10% of their portfolio DEER PARK, IL 3,5403.5k $545.0k $545.0k 0.10% Reduced -54 -54
61 Dakota Wealth Management 0.01% of their portfolio PALM BEACH GARDENS, FL 3,5003.5k $538.9k $538.9k 0.01% Unchanged
62 Empirical Asset Management, LLC 0.15% of their portfolio WELLESLEY, MA 3,4693.5k $534.1k $534.1k 0.15% Reduced -126 -126
63 Smartleaf Asset Management LLC 0.02% of their portfolio BOSTON, MA 3,2903.3k $511.7k $511.7k 0.02% Added +3.3k +3,289
64 Geneos Wealth Management Inc. 0.01% of their portfolio ENGLEWOOD, CO 3,2763.3k $504.4k $504.4k 0.01% Reduced -240 -240
65 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.00% of their portfolio IRVING, TX 3,0683.1k $472.3k $472.3k 0.00% Added +31 +31
66 Pathstone Holdings, LLC 0.00% of their portfolio ENGLEWOOD, NJ 3,0153.0k $464.2k $464.2k 0.00% Reduced -270 -270
67 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.01% of their portfolio PORTLAND, OR 2,9653.0k $456.5k $456.5k 0.01% Reduced -40 -40
68 GSA CAPITAL PARTNERS LLP 0.04% of their portfolio LONDON, X0 2,9202.9k $450.0k $450.0k 0.04% New
69 First Heartland Consultants, Inc. 0.03% of their portfolio LAKE ST. LOUIS, MO 2,8702.9k $441.9k $441.9k 0.03% Added +1.3k +1,334
70 Wealth Management Partners, LLC 0.13% of their portfolio TUCSON, AZ 2,8682.9k $441.6k $441.6k 0.13% Added +334 +334
71 Mariner, LLC 0.00% of their portfolio Overland Park, KS 2,8612.9k $440.6k $440.6k 0.00% Added +44 +44
72 Coastal Bridge Advisors, LLC 0.03% of their portfolio WESTPORT, CT 2,7692.8k $426.3k $426.3k 0.03% Unchanged
73 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 2,7302.7k $420.4k $420.4k 0.00% Reduced -269 -269
74 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 2,6362.6k $405.9k $405.9k 0.00% Added +881 +881
75 HFG Advisors, Inc. 0.29% of their portfolio CINCINATTI, OH 2,5762.6k $396.6k $396.6k 0.29% Unchanged
76 COMERICA BANK 0.00% of their portfolio DALLAS, TX 2,5702.6k $395.7k $395.7k 0.00% Added +4 +4
77 Spire Wealth Management 0.01% of their portfolio MCLEAN, VA 2,5702.6k $395.7k $395.7k 0.01% Reduced -293 -293
78 Fifth Third Securities, Inc. 0.03% of their portfolio Cincinnati, OH 2,5672.6k $395.2k $395.2k 0.03% Reduced -1.9k -1,912
79 Wealthspire Advisors, LLC 0.00% of their portfolio NEW YORK, NY 2,5662.6k $395.1k $395.1k 0.00% Added +1.6k +1,552
80 Mattern Wealth Management LLC 0.07% of their portfolio LAWRENCE, KS 2,4452.4k $376.4k $376.4k 0.07% Reduced -54 -54
81 PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 0.02% of their portfolio KNOXVILLE, TN 2,3832.4k $366.9k $366.9k 0.02% Unchanged
82 Arkadios Wealth Advisors 0.01% of their portfolio ATLANTA, GA 2,3482.3k $361.4k $361.4k 0.01% Reduced -102 -102
83 Conservest Capital Advisors, Inc. 0.03% of their portfolio WYNNEWOOD, PA 2,3102.3k $355.6k $355.6k 0.03% Unchanged
84 DEBUSSY CAPITAL MANAGEMENT LP 0.05% of their portfolio CHICAGO, IL 2,2692.3k $349.3k $349.3k 0.05% Added +160 +160
85 Sachetta, LLC 0.19% of their portfolio LYNNFIELD, MA 2,2572.3k $347.4k $347.4k 0.19% Reduced -503 -503
86 Lakeshore Capital Group, Inc. 0.28% of their portfolio Rolling Meadows, IL 2,2572.3k $347.6k $347.6k 0.28% Reduced -22 -22
87 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 2,2322.2k $343.6k $343.6k 0.00% Reduced -74 -74
88 Legacy Advisors, LLC 0.04% of their portfolio PLYMOUTH MEETING, PA 2,1832.2k $336.1k $336.1k 0.04% Added +11 +11
89 Stonebridge Financial Planning Group, LLC 0.12% of their portfolio ORLANDO, FL 2,1042.1k $324.0k $324.0k 0.12% Reduced -314 -314
90 Clear Creek Financial Management, LLC 0.03% of their portfolio SILVERDALE, WA 2,1032.1k $323.8k $323.8k 0.03% Unchanged
91 StoneX Group Inc. 0.01% of their portfolio NEW YORK, NY 2,0882.1k $321.5k $321.5k 0.01% Reduced -134 -134
92 OLD MISSION CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 2,0872.1k $321.3k $321.3k 0.01% New
93 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 2,0872.1k $321.4k $321.4k 0.00% Added +329 +329
94 NorthRock Partners, LLC 0.01% of their portfolio MINNEAPOLIS, MN 2,0672.1k $318.4k $318.4k 0.01% Reduced -1 -1
95 CreativeOne Wealth, LLC 0.01% of their portfolio OVERLAND PARK, KS 2,0532.1k $316.0k $316.0k 0.01% Added +460 +460
96 Ethos Financial Group, LLC 0.02% of their portfolio KING OF PRUSSIA, PA 2,0422.0k $314.4k $314.4k 0.02% Unchanged
97 Magnus Financial Group LLC 0.02% of their portfolio NEW YORK, NY 2,0352.0k $313.4k $313.4k 0.02% Added +90 +90
98 MAI Capital Management 0.00% of their portfolio INDEPENDENCE, OH 2,0012.0k $308.1k $308.1k 0.00% Added +28 +28
99 Virtue Capital Management, LLC 0.05% of their portfolio BRENTWOOD, TN 1,9722.0k $308.9k $308.9k 0.05% New
100 Retirement Planning Group, LLC 0.01% of their portfolio LEAWOOD, KS 1,9101.9k $294.1k $294.1k 0.01% Added +163 +163