IYZ icon

iShares US Telecommunications ETF
IYZ

Overview Fund Activity

136 hedge funds and large institutions have $569M invested in iShares US Telecommunications ETF in 2016 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+24
Holders Change %
+21.43%
% of All Funds
3.63%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
39
Increased
40
Reduced
35
Closed
15
Calls
$2.39M
Puts
$809K
Net Calls
+$1.58M
Net Calls Change
+$740K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$65.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$61.2M
3
SWA
3
SFMG Wealth Advisors
Texas
$22.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$27M
5
BWM
5
Braver Wealth Management
Massachusetts
$7.3M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$12.1M
2
Citigroup
2
Citigroup
New York
$5.01M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
4
AP
4
Advisors Preferred
Maryland
$5.06M
5
UBS Group
5
UBS Group
Switzerland
$8.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
SG Americas Securities
26
SG Americas Securities
New York
$3.89M +$3.89M +116,691 New
TFA
27
Toth Financial Advisory
Virginia
$3.78M +$256K +7,680 +7%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$3.47M +$133K +4,005 +4%
Northern Trust
29
Northern Trust
Illinois
$2.66M -$112K -3,355 -4%
HI
30
Horizon Investments
North Carolina
$2.49M -$265K -7,943 -10%
LTFS
31
Ladenburg Thalmann Financial Services
Florida
$2.37M +$2.15M +64,447 +955%
BFA
32
Beaumont Financial Advisors
Massachusetts
$2.18M +$2.18M +65,538 New
GLA
33
Great Lakes Advisors
Illinois
$2.06M -$34.4K -1,034 -2%
CCT
34
Chemung Canal Trust
New York
$2.04M -$471K -14,132 -19%
FMWA
35
Forvis Mazars Wealth Advisors
Missouri
$1.8M +$24.1K +725 +1%
PVH
36
Psagot Value Holdings
Israel
$1.77M +$190K +5,700 +12%
DY
37
Dowling & Yahnke
California
$1.76M -$132K -3,972 -7%
AG
38
Advisor Group
Arizona
$1.68M +$1.68M +50,607 New
Jane Street
39
Jane Street
New York
$1.51M +$1.51M +45,297 New
CG
40
Cutler Group
California
$1.32M +$1.32M +39,636 New
PAG
41
Private Advisor Group
New Jersey
$1.32M +$143K +4,289 +12%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$1.3M +$82.5K +2,384 +7%
CA
43
Cetera Advisors
Colorado
$1.3M +$1.3M +39,140 New
Capital Fund Management (CFM)
44
Capital Fund Management (CFM)
France
$1.27M +$1.27M +38,112 New
Citadel Advisors
45
Citadel Advisors
Florida
$1.26M -$727K -21,837 -37%
SCA
46
Snowden Capital Advisors
New York
$1.24M +$51.5K +1,547 +4%
PAI
47
Pittenger & Anderson Inc
Nebraska
$1.22M -$47.5K -1,425 -4%
V
48
Veritable
Delaware
$1.2M +$277K +8,328 +30%
TFA
49
Transamerica Financial Advisors
Florida
$1.2M +$570K +17,114 +90%
CIA
50
Capital Investment Advisors
Georgia
$1.17M -$23.6K -710 -2%
1
2
3 4 5