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iShares US Telecommunications ETF
IYZ

Overview Fund Activity

102 hedge funds and large institutions have $219M invested in iShares US Telecommunications ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 36 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
-15
Holders Change %
-12.82%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
12
Increased
21
Reduced
36
Closed
23
Calls
$1.62M
Puts
$413K
Net Calls
+$1.21M
Net Calls Change
+$135K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$10M
2
QA
2
Quantitative Advantage
Minnesota
$4.48M
3
SCCM
3
Schafer Cullen Capital Management
New York
$3.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.32M
5
KCM
5
Karp Capital Management
California
$6.57M

Top Sellers

1
LMIM
1
Lockheed Martin Investment Management
Maryland
$57.3M
2
Barclays
2
Barclays
United Kingdom
$0
3
UBS Group
3
UBS Group
Switzerland
$4.47M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$4.11M
5
Bank of America
5
Bank of America
North Carolina
$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
26
Commerce Bank
Missouri
$1.15M +$734K +29,510 +177%
NB
27
NBT Bank
New York
$1.14M +$7.13K +287 +0.6%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$1.02M +$1.01M +40,650 +8,934%
RJA
29
Raymond James & Associates
Florida
$884K +$613K +24,656 +226%
WP
30
WealthSource Partners
California
$875K -$1M -40,343 -53%
PAI
31
Pittenger & Anderson Inc
Nebraska
$870K – – –
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$796K -$173K -6,963 -18%
TFA
33
Toth Financial Advisory
Virginia
$666K -$1.31M -52,504 -66%
TFF
34
The Family Firm
Maryland
$623K +$92K +3,705 +17%
FCFC
35
First Citizens Financial Corp
Iowa
$614K +$140K +5,634 +30%
FMWA
36
Forvis Mazars Wealth Advisors
Missouri
$611K -$141K -5,681 -19%
FMC
37
First Merchants Corp
Indiana
$584K +$31.4K +1,263 +6%
Truist Financial
38
Truist Financial
North Carolina
$582K +$64.6K +2,598 +12%
KM
39
Kalos Management
Georgia
$547K +$547K +21,978 New
MML Investors Services
40
MML Investors Services
Massachusetts
$522K +$227K +9,135 +77%
Jane Street
41
Jane Street
New York
$520K +$520K +20,924 New
Ameriprise
42
Ameriprise
Minnesota
$476K -$848K -34,094 -64%
CIA
43
Capital Investment Advisors
Georgia
$423K -$55.8K -2,245 -12%
FCI
44
Financial Counselors Inc
Kansas
$391K -$15.6K -626 -4%
V
45
Veritable
Delaware
$376K -$970 -39 -0.3%
Comerica Bank
46
Comerica Bank
Texas
$366K -$27 -1 -0%
Prudential Financial
47
Prudential Financial
New Jersey
$365K – – –
Osaic Holdings
48
Osaic Holdings
Arizona
$270K +$270K +10,915 New
FWCM
49
Ferguson Wellman Capital Management
Oregon
$252K – – –
SB
50
Simmons Bank
Arkansas
$249K -$4.37K -176 -2%
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