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iShares US Telecommunications ETF
IYZ

Overview Fund Activity

125 hedge funds and large institutions have $374M invested in iShares US Telecommunications ETF in 2016 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 33 increasing their positions, 40 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
28
Increased
33
Reduced
40
Closed
25
Calls
$1.14M
Puts
$1.24M
Net Calls
-$101K
Net Calls Change
-$1.51M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$27.8M
2
BCM
2
Brookstone Capital Management
Illinois
$8.69M
3
Bank of America
3
Bank of America
North Carolina
$50.8M
4
BWM
4
Braver Wealth Management
Massachusetts
$3.33M
5
CFS
5
Commonwealth Financial Services
West Virginia
$3.26M

Top Sellers

1
SWA
1
SFMG Wealth Advisors
Texas
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$87.7M
3
UCFA
3
United Capital Financial Advisors
Texas
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.93M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$2.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northern Trust
26
Northern Trust
Illinois
$2.47M -$222K -6,449 -8%
V
27
Veritable
Delaware
$2.18M +$821K +23,798 +61%
GLA
28
Great Lakes Advisors
Illinois
$2.12M +$36.4K +1,056 +2%
CCT
29
Chemung Canal Trust
New York
$2.09M – – –
SCCM
30
Schafer Cullen Capital Management
New York
$1.98M +$1.98M +57,252 New
FMWA
31
Forvis Mazars Wealth Advisors
Missouri
$1.93M +$310 +9 +0%
DWM
32
Destination Wealth Management
California
$1.9M +$1.9M +54,961 New
DY
33
Dowling & Yahnke
California
$1.73M -$49.2K -1,425 -3%
N
34
Natixis
France
$1.55M – – –
PAI
35
Pittenger & Anderson Inc
Nebraska
$1.24M -$15.5K -450 -1%
Millennium Management
36
Millennium Management
New York
$1.21M +$275K +7,972 +29%
NB
37
NBT Bank
New York
$1.14M -$36.8K -1,067 -3%
LCM
38
Leisure Capital Management
California
$1.11M +$1.11M +32,107 New
CIA
39
Capital Investment Advisors
Georgia
$1.09M -$69.4K -2,012 -6%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$1.01M +$706K +20,470 +230%
KIA
41
KCM Investment Advisors
California
$1M +$35.8K +1,038 +4%
Susquehanna International Group
42
Susquehanna International Group
Pennsylvania
$977K -$496K -14,369 -34%
NPC
43
National Planning Corporation
California
$943K +$943K +27,545 New
PVH
44
Psagot Value Holdings
Israel
$941K -$518K -15,007 -35%
MBT
45
Monroe Bank & Trust
Michigan
$914K -$52.8K -1,530 -5%
FAAS
46
First Allied Advisory Services
California
$819K +$600K +17,391 +274%
RJFSA
47
Raymond James Financial Services Advisors
Florida
$759K +$80.9K +2,344 +12%
CB
48
Commerce Bank
Missouri
$693K -$15.2K -440 -2%
OAM
49
Occidental Asset Management
California
$677K +$677K +19,610 New
FMBTD
50
First Midwest Bank Trust Division
Illinois
$610K – – –
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