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iShares US Telecommunications ETF
IYZ

Overview Fund Activity

110 hedge funds and large institutions have $267M invested in iShares US Telecommunications ETF in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 15 closing their positions.

Holders
110
Holders Change
+8
Holders Change %
+7.84%
% of All Funds
2.26%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
23
Increased
29
Reduced
29
Closed
15
Calls
$1.47M
Puts
$1.31M
Net Calls
+$159K
Net Calls Change
-$1.05M

Top Buyers

1
LMIM
1
Lockheed Martin Investment Management
Maryland
$82.4M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$15.5M
3
Barclays
3
Barclays
United Kingdom
$6.89M
4
Morgan Stanley
4
Morgan Stanley
New York
$43.8M
5
WI
5
Wintrust Investments
Illinois
$1.92M

Top Sellers

1
CA
1
Cumberland Advisors
Florida
$0
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$59K
3
QA
3
Quantitative Advantage
Minnesota
$0
4
SCCM
4
Schafer Cullen Capital Management
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$18.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
26
NBT Bank
New York
$1.23M -$37.2K -1,351 -3%
TAM
27
Tocqueville Asset Management
New York
$1.18M -$240K -8,700 -17%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.17M -$1.4M -50,857 -54%
Rockefeller Capital Management
29
Rockefeller Capital Management
New York
$1.11M -$24.7K -897 -2%
DY
30
Dowling & Yahnke
California
$1.08M -$545K -19,773 -33%
KM
31
Kalos Management
Georgia
$1.04M +$425K +15,261 +69%
PAI
32
Pittenger & Anderson Inc
Nebraska
$965K – – –
TFF
33
The Family Firm
Maryland
$741K +$49.7K +1,803 +7%
TFA
34
Toth Financial Advisory
Virginia
$701K -$37.6K -1,364 -5%
FCFC
35
First Citizens Financial Corp
Iowa
$686K +$4.82K +175 +0.7%
FMC
36
First Merchants Corp
Indiana
$671K +$24.3K +881 +4%
Ameriprise
37
Ameriprise
Minnesota
$610K +$80.5K +2,910 +15%
FMWA
38
Forvis Mazars Wealth Advisors
Missouri
$590K -$87.3K -3,168 -13%
Truist Financial
39
Truist Financial
North Carolina
$569K -$77.4K -2,805 -12%
CCM
40
Cullen Capital Management
New York
$557K +$557K +20,200 New
WP
41
WealthSource Partners
California
$540K -$430K -15,611 -44%
ACP
42
Aveo Capital Partners
Colorado
$498K -$838K -30,411 -63%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$495K +$495K +17,943 New
CIA
44
Capital Investment Advisors
Georgia
$469K – – –
MML Investors Services
45
MML Investors Services
Massachusetts
$451K -$128K -4,636 -22%
Prudential Financial
46
Prudential Financial
New Jersey
$441K +$36.1K +1,310 +9%
FCI
47
Financial Counselors Inc
Kansas
$433K – – –
William Blair & Company
48
William Blair & Company
Illinois
$431K +$195K +7,082 +83%
Comerica Bank
49
Comerica Bank
Texas
$384K – – –
V
50
Veritable
Delaware
$381K -$35.4K -1,285 -8%
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