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iShares US Telecommunications ETF

137 hedge funds and large institutions have $378M invested in iShares US Telecommunications ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 44 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $1.58M | Put options by funds: $1.16M

4.98% less ownership

Funds ownership: 81.71%76.74% (-5%)

14% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 44

14% less funds holding

Funds holding: 159137 (-22)

14% less capital invested

Capital invested by funds: $438M → $378M (-$60.7M)

59% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 34

Holders
137
Holders Change
-22
Holders Change %
-13.84%
% of All Funds
2.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
38
Reduced
44
Closed
34
Calls
$1.58M
Puts
$1.16M
Net Calls
+$415K
Net Calls Change
-$631K
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
26
JP Morgan Private Wealth Advisors
California
$1.57M +$153K +5,022 +11%
Stifel Financial
27
Stifel Financial
Missouri
$1.55M +$243K +7,966 +18%
RJA
28
Raymond James & Associates
Florida
$1.54M +$753K +24,658 +92%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$1.53M -$159K -5,221 -9%
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$1.5M -$245K -8,039 -14%
SC
31
Sierra Capital
Florida
$1.5M -$1.03M -33,670 -40%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$1.49M -$175K -5,732 -10%
NB
33
NBT Bank
New York
$1.48M -$17.6K -575 -1%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$1.46M -$130K -4,257 -8%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$1.32M +$1.25M +40,909 +1,295%
AWS
36
Atria Wealth Solutions
New York
$1.26M +$1.29M +42,211 New
DY
37
Dowling & Yahnke
California
$1.18M +$149K +4,878 +14%
FCFC
38
First Citizens Financial Corp
Iowa
$1.05M +$81.3K +2,662 +8%
National Bank of Canada
39
National Bank of Canada
Quebec, Canada
$1.01M +$22.8K +748 +2%
SCA
40
Snowden Capital Advisors
New York
$962K +$265K +8,695 +37%
JP Morgan Chase
41
JP Morgan Chase
New York
$804K -$1.52M -49,708 -65%
AWM
42
AE Wealth Management
Kansas
$792K +$809K +26,511 New
LWP
43
Lumature Wealth Partners
Georgia
$760K +$81.8K +2,680 +12%
ACM
44
Antonetti Capital Management
Florida
$613K -$18.5K -605 -3%
TAM
45
Tocqueville Asset Management
New York
$609K
PPA
46
Parametric Portfolio Associates
Washington
$604K +$380K +12,459 +161%
Fisher Asset Management
47
Fisher Asset Management
Washington
$602K +$615K +20,133 New
FMC
48
First Merchants Corp
Indiana
$555K -$4.18K -137 -0.7%
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$554K -$16.3K -535 -3%
ACP
50
Aveo Capital Partners
Colorado
$528K -$24.7K -808 -4%

IYZ Hedge Fund Activity: Q1 2022 in Review

137 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q1 2022, worth a combined $378M — down 14% from $438M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of IYZ and 14 opened new positions — a net loss of 20 holders — while 44 trimmed existing stakes and 38 added.

The largest buyer was Phoenix Financial, opening a new position worth an estimated $31M. The largest seller was UBS Group, cutting an estimated $14.7M.

  • 137 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q1 2022, down from 159 in Q4 2021.
  • Funds reported $378M of iShares US Telecommunications ETF stock for Q1 2022, down 14% quarter-over-quarter.
  • 14 funds opened new iShares US Telecommunications ETF positions in Q1 2022 and 34 closed out, a net change of -20 holders.
  • The largest iShares US Telecommunications ETF buyer in Q1 2022 was Phoenix Financial, an estimated $31M added.
  • The largest iShares US Telecommunications ETF seller in Q1 2022 was UBS Group, an estimated $14.7M sold.

Based on aggregated 13F filings for Q1 2022.