iShares US Telecommunications ETF
125 hedge funds and large institutions have $350M invested in iShares US Telecommunications ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 42 reducing their positions, and 12 closing their positions.
215% more call options, than puts
Call options by funds: $2.42M | Put options by funds: $769K
75% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 12
8% more funds holding
Funds holding: 116 → 125 (+9)
7% more capital invested
Capital invested by funds: $326M → $350M (+$23.6M)
2.1% more ownership
Funds ownership: 73.58% → 75.68% (+2.1%)
24% less repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 42
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$10.8M |
| 2 |
Barclays
London,
United Kingdom
|
+$3.16M |
| 3 |
WI
Wintrust Investments
Chicago,
Illinois
|
+$2.03M |
| 4 |
Morgan Stanley
New York
|
+$1.77M |
| 5 |
Two Sigma Investments
New York
|
+$1.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
-$11.7M |
| 2 |
Goldman Sachs
New York
|
-$8.39M |
| 3 |
AIA
Avalon Investment & Advisory
Houston,
Texas
|
-$4.31M |
| 4 |
PS
Planned Solutions
Folsom,
California
|
-$3.27M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$2.23M |
IYZ Hedge Fund Activity: Q1 2021 in Review
125 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q1 2021, worth a combined $350M — up 7.2% from $326M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new IYZ positions and 12 closed out — a net gain of 9 holders — while 32 added to existing stakes and 42 trimmed.
The largest buyer was International Assets Investment Management, adding an estimated $10.8M. The largest seller was Lockheed Martin Investment Management, cutting an estimated $11.7M.
- 125 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q1 2021, up from 116 in Q4 2020.
- Funds reported $350M of iShares US Telecommunications ETF stock for Q1 2021, up 7.2% quarter-over-quarter.
- 21 funds opened new iShares US Telecommunications ETF positions in Q1 2021 and 12 closed out, a net change of +9 holders.
- The largest iShares US Telecommunications ETF buyer in Q1 2021 was International Assets Investment Management, an estimated $10.8M added.
- The largest iShares US Telecommunications ETF seller in Q1 2021 was Lockheed Martin Investment Management, an estimated $11.7M sold.
Based on aggregated 13F filings for Q1 2021.