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iShares US Telecommunications ETF
IYZ

120 hedge funds and large institutions have $239M invested in iShares US Telecommunications ETF in 2017 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

13% more funds holding

Funds holding: 106 → 120 (+14)

6% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 32

3.14% less ownership

Funds ownership: 67.11% → 63.98% (-3.1%)

12% less capital invested

Capital invested by funds: $271M → $239M (-$31.7M)

44% less call options, than puts

Call options by funds: $2.73M | Put options by funds: $4.87M

Holders
120
Holders Change
+14
Holders Change %
+13.21%
% of All Funds
2.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
34
Reduced
32
Closed
14
Calls
$2.73M
Puts
$4.87M
Net Calls
-$2.14M
Net Calls Change
-$2.16M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$20.1M
2
PWM
Patriot Wealth Management
Texas
+$8.18M
3
FIM
Foresters Investment Management
New York
+$5.93M
4
Morgan Stanley
Morgan Stanley
New York
+$5.06M
5
SCCM
Schafer Cullen Capital Management
New York
+$2.48M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$28.3M
2
JP Morgan Chase
JP Morgan Chase
New York
-$20.5M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$11.2M
4
EDRH
Edmond de Rothschild Holding
Switzerland
-$5.83M
5
TSS
Two Sigma Securities
New York
-$5.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$1.62M +$1.08M +36,352 +194%
DWM
27
Destination Wealth Management
California
$1.59M -$78.7K -2,653 -5%
KIA
28
KCM Investment Advisors
California
$1.43M +$74.3K +2,504 +5%
NB
29
NBT Bank
New York
$1.41M +$10.9K +369 +0.8%
DY
30
Dowling & Yahnke
California
$1.34M -$35.5K -1,197 -3%
N
31
Natixis
France
$1.32M – – –
Citadel Advisors
32
Citadel Advisors
Florida
$1.27M +$76.9K +2,593 +6%
CCT
33
Chemung Canal Trust
New York
$1.27M – – –
TRCT
34
Tower Research Capital (TRC)
New York
$1.09M -$167K -5,628 -13%
PAI
35
Pittenger & Anderson Inc
Nebraska
$1.05M – – –
Ameriprise
36
Ameriprise
Minnesota
$934K -$28.3M -955,695 -97%
HSBC Holdings
37
HSBC Holdings
United Kingdom
$878K +$440K +14,841 +99%
VF
38
Virtu Financial
New York
$836K -$311K -10,473 -27%
MBT
39
Monroe Bank & Trust
Michigan
$827K +$5.13K +173 +0.6%
ACM
40
Ashford Capital Management
Delaware
$807K +$814K +27,448 New
LCM
41
Leisure Capital Management
California
$773K -$225K -7,581 -22%
CIA
42
Capital Investment Advisors
Georgia
$710K -$131K -4,434 -16%
RJFSA
43
Raymond James Financial Services Advisors
Florida
$602K +$7.89K +266 +1%
CB
44
Commerce Bank
Missouri
$549K – – –
SGCA
45
Steel Grove Capital Advisors
Tennessee
$546K +$550K +18,558 New
BTS
46
BB&T Securities
Virginia
$494K +$79.6K +2,685 +19%
FCI
47
Financial Counselors Inc
Kansas
$490K -$2.55K -86 -0.5%
FDCDDQ
48
Federation des caisses Desjardins du Quebec
Quebec, Canada
$487K +$412K +13,880 +519%
SB
49
Suntrust Banks
Georgia
$482K +$39.6K +1,337 +10%
SC
50
Scotia Capital
Ontario, Canada
$453K +$457K +15,402 New
1
2
3 4 5

IYZ Hedge Fund Activity: Q4 2017 in Review

120 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q4 2017, worth a combined $239M — down 12% from $271M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IYZ positions and 14 closed out — a net gain of 14 holders — while 34 added to existing stakes and 32 trimmed.

The largest buyer was Bank of America, adding an estimated $20.1M. The largest seller was Ameriprise, cutting an estimated $28.3M.

  • 120 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q4 2017, up from 106 in Q3 2017.
  • Funds reported $239M of iShares US Telecommunications ETF stock for Q4 2017, down 12% quarter-over-quarter.
  • 28 funds opened new iShares US Telecommunications ETF positions in Q4 2017 and 14 closed out, a net change of +14 holders.
  • The largest iShares US Telecommunications ETF buyer in Q4 2017 was Bank of America, an estimated $20.1M added.
  • The largest iShares US Telecommunications ETF seller in Q4 2017 was Ameriprise, an estimated $28.3M sold.

Based on aggregated 13F filings for Q4 2017.