Thursday's ETF Winners & Losers

Bundled securities following U.S. Treasuries were among the only winners of a down day for the major averages Thursday as traders pulled money from the equity market and dumped it into bonds.

The 10-year Treasury note rose 3 1/32 in price, yielding 4.60%, and the 30-year bond was tumbling 1 16/32, yielding 4.93%

The iShares Lehman 20+ Year Treasury Bond (TLT Quote) was up $1.25, or 1.5%, to $87.50. The SPDR Lehman Long Term Treasury (TLO Quote) was higher by 58 cents, or 1.2%, to $50.96. The iShares Lehman 3-7 Year Treasury Bond (IEI Quote) climbed 73 cents, or 0.7%, to $101.87.

Nearly every other exchange-traded fund was sliding Thursday. Overseas-related bundled securities were among the worst decliners after indices dropped overnight. Tokyo's Nikkei 225 fell 2%, and Hong Kong's Hang Seng plummeted 3.3%. London's FTSE was worse by 3.1%, and Frankfurt's DAX dropped 1.7%.

The iShares MSCI Brazil Index (EWZ Quote) was falling $4.29, or 8.1%, to $48.67. The iShares S&P Latin America 40 Index (ILF Quote) dropped $12.14, or 6.5%, to $173.85. The iShares FTSE/Xinhau China 25 Index (FXI Quote) slumped $7.56, or 6.1%, to $115.01. The SPDR S&P China (GXC Quote) was lower by $4.46, or 7%, at $59.59.

Gold- and silver-related ETFs were also crumbling, as the dollar declined against the world's major currencies. Gold futures dove $21.70 to $658 an ounce, and silver was down 99 cents to $11.57 an ounce.

The PowerShares DB Silver (DBS Quote) was shedding $2.33, or 9.4%, to $22.34. The Market Vectors Gold Miners (GDX Quote) ETF was losing $2.90, or 8%, to $33.55. The iShares Silver Trust (SLV Quote) was down $8.07, or 6.5%, to $115.78.

Basic-materials-related bundled securities were among the biggest losers. Among individual stocks, Alcoa (AA Quote), Nucor (NUE Quote) and Freeport-McMoRan (FCX Quote) slumped 6.5% or more.

The First Trust Materials AlphaDEX (FXZ Quote) ETF slid $2.32, or 11.8%, to $17.39. The Ultra Basic Materials ProShares (UYM Quote) was dropping $5.39, or 7.6%, to $65.99. The iShares Dow Jones U.S. Basic Materials (IYM Quote) was down $2.64, or 4.2%, to $60.86.

Homebuilders were also suffering. Among individual names, Ryland (RYL Quote), Centex (CTX Quote), Toll Brothers (TOL Quote) and Hovnanian (HOV Quote) were all lower.

The iShares Dow Jones U.S. Home Construction (ITB Quote) was tumbling 21 cents, or 0.9%, to $23.47. The SPDR S&P Homebuilders (XHB Quote) lost 8 cents, or 0.3%, to $23.81.