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iShares US Telecommunications ETF
IYZ

159 hedge funds and large institutions have $438M invested in iShares US Telecommunications ETF in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 49 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 11

206% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $507K

81% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 27

47% more capital invested

Capital invested by funds: $298M → $438M (+$141M)

28% more funds holding

Funds holding: 124 → 159 (+35)

10.89% more ownership

Funds ownership: 70.83% → 81.71% (+11%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
159
Holders Change
+35
Holders Change %
+28.23%
% of All Funds
2.45%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
46
Increased
49
Reduced
27
Closed
11
Calls
$1.55M
Puts
$507K
Net Calls
+$1.05M
Net Calls Change
+$82K

Top Buyers

Rank Fund Capital Flow
1
Prudential Financial
Prudential Financial
New Jersey
+$156M
2
Bank of America
Bank of America
North Carolina
+$24.9M
3
UBS Group
UBS Group
Switzerland
+$15.1M
4
RCYC
Richard C. Young & Co
Rhode Island
+$6.82M
5
PAIM
Punch & Associates Investment Management
Minnesota
+$3.84M

Top Sellers

Rank Fund Capital Flow
1
LMIM
Lockheed Martin Investment Management
Maryland
-$108M
2
Millennium Management
Millennium Management
New York
-$2.07M
3
Two Sigma Investments
Two Sigma Investments
New York
-$1.36M
4
JGC
J. Goldman & Co
New York
-$862K
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$536K
Name Holding Trade Value Shares
Change 		Change in
Stake
SG Americas Securities
26
SG Americas Securities
New York
$1.94M +$1.9M +59,000 New
HG
27
Herbst Group
Connecticut
$1.94M +$1.9M +58,897 New
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$1.92M +$98K +3,046 +6%
CAM
29
Cresset Asset Management
Illinois
$1.89M +$1.34M +41,618 +264%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$1.86M -$232K -7,205 -11%
Bank of Montreal
31
Bank of Montreal
Ontario, Canada
$1.84M -$467K -14,497 -21%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$1.75M +$123K +3,817 +8%
NB
33
NBT Bank
New York
$1.65M +$16.5K +513 +1%
USCWA
34
U.S. Capital Wealth Advisors
Texas
$1.57M +$1.54M +47,729 New
JMPWA
35
JP Morgan Private Wealth Advisors
California
$1.56M +$1.24M +38,405 +423%
Stifel Financial
36
Stifel Financial
Missouri
$1.44M +$1.03M +32,131 +276%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.31M +$596K +18,518 +86%
DY
38
Dowling & Yahnke
California
$1.14M -$23K -715 -2%
National Bank of Canada
39
National Bank of Canada
Quebec, Canada
$1.09M +$1.07M +33,245 New
FCFC
40
First Citizens Financial Corp
Iowa
$1.07M -$21.5K -669 -2%
PSP
41
Principal Street Partners
Tennessee
$953K +$932K +28,956 New
RJA
42
Raymond James & Associates
Florida
$883K +$295K +9,160 +52%
PS
43
Planned Solutions
California
$871K +$852K +26,471 New
HighTower Advisors
44
HighTower Advisors
Illinois
$779K +$22.9K +711 +3%
SCA
45
Snowden Capital Advisors
New York
$773K +$14.9K +464 +2%
Two Sigma Advisers
46
Two Sigma Advisers
New York
$764K -$29K -900 -4%
LWP
47
Lumature Wealth Partners
Georgia
$748K +$55.9K +1,736 +8%
SSA
48
Schonfeld Strategic Advisors
New York
$719K +$704K +21,862 New
ACM
49
Antonetti Capital Management
Florida
$695K -$1.96K -61 -0.3%
TAM
50
Tocqueville Asset Management
New York
$670K – – –
1
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IYZ Hedge Fund Activity: Q4 2021 in Review

159 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q4 2021, worth a combined $438M — up 47% from $298M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IYZ positions and 11 closed out — a net gain of 35 holders — while 49 added to existing stakes and 27 trimmed.

The largest buyer was Prudential Financial, adding an estimated $156M. The largest seller was Lockheed Martin Investment Management, exiting entirely with an estimated $108M sold.

  • 159 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q4 2021, up from 124 in Q3 2021.
  • Funds reported $438M of iShares US Telecommunications ETF stock for Q4 2021, up 47% quarter-over-quarter.
  • 46 funds opened new iShares US Telecommunications ETF positions in Q4 2021 and 11 closed out, a net change of +35 holders.
  • The largest iShares US Telecommunications ETF buyer in Q4 2021 was Prudential Financial, an estimated $156M added.
  • The largest iShares US Telecommunications ETF seller in Q4 2021 was Lockheed Martin Investment Management, an estimated $108M sold.

Based on aggregated 13F filings for Q4 2021.