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iShares US Telecommunications ETF

124 hedge funds and large institutions have $298M invested in iShares US Telecommunications ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $779K

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

1% more funds holding

Funds holding: 123124 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7.25% less ownership

Funds ownership: 78.08%70.83% (-7.3%)

13% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 39

17% less capital invested

Capital invested by funds: $359M → $298M (-$61.6M)

Holders
124
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
34
Reduced
39
Closed
11
Calls
$1.74M
Puts
$779K
Net Calls
+$964K
Net Calls Change
-$300K
Name Holding Trade Value Shares
Change
Change in
Stake
DY
26
Dowling & Yahnke
California
$1.14M -$13.1K -390 -1%
FCFC
27
First Citizens Financial Corp
Iowa
$1.08M +$62.2K +1,845 +6%
JP Morgan Chase
28
JP Morgan Chase
New York
$943K +$34.6K +1,028 +4%
JGC
29
J. Goldman & Co
New York
$862K -$66.2K -1,965 -7%
Ameriprise
30
Ameriprise
Minnesota
$820K +$473K +14,045 +125%
Two Sigma Advisers
31
Two Sigma Advisers
New York
$782K +$812K +24,100 New
SCA
32
Snowden Capital Advisors
New York
$748K -$23.8K -705 -3%
HighTower Advisors
33
HighTower Advisors
Illinois
$744K -$36.6K -1,085 -5%
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$695K -$487K -14,457 -40%
ACM
35
Antonetti Capital Management
Florida
$688K +$714K +21,189 New
LWP
36
Lumature Wealth Partners
Georgia
$681K +$100K +2,973 +16%
TAM
37
Tocqueville Asset Management
New York
$661K
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$652K -$1.86M -55,319 -73%
Qube Research & Technologies (QRT)
39
Qube Research & Technologies (QRT)
United Kingdom
$643K
TFF
40
The Family Firm
Maryland
$610K -$303K -8,996 -33%
ACP
41
Aveo Capital Partners
Colorado
$596K +$4.38K +130 +0.7%
RJA
42
Raymond James & Associates
Florida
$574K -$164K -4,867 -22%
FMC
43
First Merchants Corp
Indiana
$572K -$35.6K -1,057 -6%
TRCT
44
Tower Research Capital (TRC)
New York
$538K -$626K -18,562 -53%
CIA
45
Capital Investment Advisors
Georgia
$535K -$8.26K -245 -1%
Simplex Trading
46
Simplex Trading
Illinois
$523K
CAM
47
Cresset Asset Management
Illinois
$511K +$531K +15,749 New
DC
48
Davenport & Co
Virginia
$494K +$106K +3,142 +26%
FCI
49
Financial Counselors Inc
Kansas
$492K -$8.43K -250 -2%
CB
50
Commerce Bank
Missouri
$463K -$46.7K -1,385 -9%

IYZ Hedge Fund Activity: Q3 2021 in Review

124 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q3 2021, worth a combined $298M — down 17% from $359M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IYZ positions and 11 closed out — a net gain of 3 holders — while 34 added to existing stakes and 39 trimmed.

The largest buyer was Citigroup, adding an estimated $2.47M. The largest seller was Russell Investments Group, exiting entirely with an estimated $36.6M sold.

  • 124 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q3 2021, up from 123 in Q2 2021.
  • Funds reported $298M of iShares US Telecommunications ETF stock for Q3 2021, down 17% quarter-over-quarter.
  • 14 funds opened new iShares US Telecommunications ETF positions in Q3 2021 and 11 closed out, a net change of +3 holders.
  • The largest iShares US Telecommunications ETF buyer in Q3 2021 was Citigroup, an estimated $2.47M added.
  • The largest iShares US Telecommunications ETF seller in Q3 2021 was Russell Investments Group, an estimated $36.6M sold.

Based on aggregated 13F filings for Q3 2021.