iShares US Telecommunications ETF
110 hedge funds and large institutions have $395M invested in iShares US Telecommunications ETF in 2015 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 11 closing their positions.
82% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 11
56% more capital invested
Capital invested by funds: $253M → $395M (+$142M)
41% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 27
9% more funds holding
Funds holding: 101 → 110 (+9)
4.3% more ownership
Funds ownership: 60.24% → 64.54% (+4.3%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.17M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
+$57.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$55.7M |
| 3 |
Goldman Sachs
New York
|
+$15.9M |
| 4 |
SCCM
Schafer Cullen Capital Management
New York
|
+$15.6M |
| 5 |
Citigroup
New York
|
+$8.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
Giralda Advisors
New York
|
-$25.4M |
| 2 |
Morgan Stanley
New York
|
-$16.8M |
| 3 |
Jane Street
New York
|
-$2.08M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$1.92M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.89M |
IYZ Hedge Fund Activity: Q4 2015 in Review
110 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q4 2015, worth a combined $395M — up 56% from $253M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new IYZ positions and 11 closed out — a net gain of 9 holders — while 38 added to existing stakes and 27 trimmed.
The largest buyer was Clal Insurance, adding an estimated $57.3M. The largest seller was Giralda Advisors, cutting an estimated $25.4M.
- 110 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q4 2015, up from 101 in Q3 2015.
- Funds reported $395M of iShares US Telecommunications ETF stock for Q4 2015, up 56% quarter-over-quarter.
- 20 funds opened new iShares US Telecommunications ETF positions in Q4 2015 and 11 closed out, a net change of +9 holders.
- The largest iShares US Telecommunications ETF buyer in Q4 2015 was Clal Insurance, an estimated $57.3M added.
- The largest iShares US Telecommunications ETF seller in Q4 2015 was Giralda Advisors, an estimated $25.4M sold.
Based on aggregated 13F filings for Q4 2015.