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iShares US Telecommunications ETF
IYZ

112 hedge funds and large institutions have $314M invested in iShares US Telecommunications ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $2.08M | Put options by funds: $911K

100% more funds holding in top 10

Funds holding in top 10: 2 → 4 (+2)

17% more capital invested

Capital invested by funds: $269M → $314M (+$45M)

1.95% less ownership

Funds ownership: 65.23% → 63.28% (-2%)

6% less funds holding

Funds holding: 119 → 112 (-7)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

54% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 39

Holders
112
Holders Change
-7
Holders Change %
-5.88%
% of All Funds
2.46%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
13
Increased
18
Reduced
39
Closed
18
Calls
$2.08M
Puts
$911K
Net Calls
+$1.17M
Net Calls Change
-$25K

Top Buyers

1
ACI
AMP Capital Investors
Australia
+$27.6M
2
LMIM
Lockheed Martin Investment Management
Maryland
+$26.2M
3
PL
Polianta Ltd
Jersey
+$11.6M
4
CA
Cumberland Advisors
Florida
+$7.52M
5
TEE
Tibra Equities Europe
United Kingdom
+$6.2M

Top Sellers

1
CS
Credit Suisse
Switzerland
-$9.84M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$7.25M
3
Wells Fargo
Wells Fargo
California
-$6.51M
4
Morgan Stanley
Morgan Stanley
New York
-$4.94M
5
SRSA
S.R. Schill & Associates
Washington
-$2.73M
Name Holding Trade Value Shares
Change 		Change in
Stake
JP Morgan Chase
26
JP Morgan Chase
New York
$1.57M -$1.45M -49,394 -48%
Goldman Sachs
27
Goldman Sachs
New York
$1.56M -$2.88K -98 -0.2%
NB
28
NBT Bank
New York
$1.32M -$64.7K -2,207 -5%
N
29
Natixis
France
$1.25M – – –
SCP
30
Syntal Capital Partners
Texas
$1.23M – – –
VF
31
Virtu Financial
New York
$1.1M +$343K +11,687 +45%
PAI
32
Pittenger & Anderson Inc
Nebraska
$1.02M – – –
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.02M -$380K -12,941 -27%
FMWA
34
Forvis Mazars Wealth Advisors
Missouri
$942K -$76.1K -2,595 -7%
SCCM
35
Schafer Cullen Capital Management
New York
$831K +$834K +28,425 New
OWD
36
Osborn Williams & Donohoe
Ohio
$785K – – –
TFF
37
The Family Firm
Maryland
$705K -$53.7K -1,829 -7%
FMC
38
First Merchants Corp
Indiana
$702K +$705K +24,032 New
B
39
Bailard
California
$671K -$9.04K -308 -1%
TH
40
Timber Hill
Connecticut
$584K – – –
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$577K -$1.82M -62,086 -76%
CIA
42
Capital Investment Advisors
Georgia
$570K -$11K -375 -2%
CB
43
Commerce Bank
Missouri
$504K – – –
FCI
44
Financial Counselors Inc
Kansas
$473K – – –
V
45
Veritable
Delaware
$446K -$74K -2,524 -14%
AG
46
Advisor Group
Arizona
$376K -$334K -11,385 -47%
FHC
47
First Heartland Consultants
Missouri
$372K -$194K -6,602 -34%
MML Investors Services
48
MML Investors Services
Massachusetts
$355K -$223K -7,591 -38%
CAGAS
49
Capital Advisory Group Advisory Services
Minnesota
$311K -$11.4K -390 -4%
Prudential Financial
50
Prudential Financial
New Jersey
$311K – – –
1
2
3 4 5

IYZ Hedge Fund Activity: Q3 2019 in Review

112 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q3 2019, worth a combined $314M — up 17% from $269M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of IYZ and 13 opened new positions — a net loss of 5 holders — while 39 trimmed existing stakes and 18 added.

The largest buyer was AMP Capital Investors, opening a new position worth an estimated $27.6M. The largest seller was Credit Suisse, exiting entirely with an estimated $9.84M sold.

  • 112 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q3 2019, down from 119 in Q2 2019.
  • Funds reported $314M of iShares US Telecommunications ETF stock for Q3 2019, up 17% quarter-over-quarter.
  • 13 funds opened new iShares US Telecommunications ETF positions in Q3 2019 and 18 closed out, a net change of -5 holders.
  • The largest iShares US Telecommunications ETF buyer in Q3 2019 was AMP Capital Investors, an estimated $27.6M added.
  • The largest iShares US Telecommunications ETF seller in Q3 2019 was Credit Suisse, an estimated $9.84M sold.

Based on aggregated 13F filings for Q3 2019.