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iShares US Telecommunications ETF
IYZ

128 hedge funds and large institutions have $291M invested in iShares US Telecommunications ETF in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 22 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

411% more call options, than puts

Call options by funds: $2.05M | Put options by funds: $401K

114% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 22

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less capital invested

Capital invested by funds: $303M → $291M (-$12.5M)

4% less funds holding

Funds holding: 134 → 128 (-6)

16.48% less ownership

Funds ownership: 79.65% → 63.16% (-16%)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

Holders
128
Holders Change
-6
Holders Change %
-4.48%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
47
Reduced
22
Closed
24
Calls
$2.05M
Puts
$401K
Net Calls
+$1.65M
Net Calls Change
+$215K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$25.9M
2
Citigroup
Citigroup
New York
+$6.24M
3
Goldman Sachs
Goldman Sachs
New York
+$5.23M
4
SFCL
Strengthening Families & Communities LLC
Massachusetts
+$4.58M
5
IAN
Integrated Advisors Network
Texas
+$3.35M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$7.78M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.43M
3
Prudential Financial
Prudential Financial
New Jersey
-$2.17M
4
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
-$1.33M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
26
Cresset Asset Management
Illinois
$1.2M – – –
RJA
27
Raymond James & Associates
Florida
$1.19M +$106K +4,265 +8%
PAG
28
Private Advisory Group
Washington
$1.19M +$1.42M +56,846 New
Walleye Capital
29
Walleye Capital
New York
$1.14M +$1.36M +54,496 New
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$1.09M +$233K +9,349 +22%
SSA
31
Schonfeld Strategic Advisors
New York
$1.06M +$1.27M +50,882 New
SC
32
Sierra Capital
Florida
$1.05M – – –
LPL Financial
33
LPL Financial
California
$1.01M +$21.3K +854 +2%
NB
34
NBT Bank
New York
$1.01M +$2.57K +103 +0.2%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$1M -$69K -2,768 -5%
Citadel Advisors
36
Citadel Advisors
Florida
$983K +$880K +35,293 +300%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$904K -$105K -4,194 -9%
CS
38
Credit Suisse
Switzerland
$902K +$1.08M +43,179 New
MFG
39
Merit Financial Group
Georgia
$874K +$747K +29,947 +251%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$858K -$155K -6,204 -13%
Truist Financial
41
Truist Financial
North Carolina
$791K -$334K -13,402 -26%
DY
42
Dowling & Yahnke
California
$734K -$199K -7,960 -18%
FCFC
43
First Citizens Financial Corp
Iowa
$728K -$873 -35 -0.1%
Millennium Management
44
Millennium Management
New York
$687K +$820K +32,894 New
SCA
45
Snowden Capital Advisors
New York
$675K – – –
OMC
46
Old Mission Capital
Illinois
$616K +$736K +29,500 New
LWP
47
Lumature Wealth Partners
Georgia
$606K +$16.6K +666 +2%
Qube Research & Technologies (QRT)
48
Qube Research & Technologies (QRT)
United Kingdom
$570K +$680K +27,276 New
GHAM
49
Gilman Hill Asset Management
Connecticut
$555K +$662K +26,565 New
Two Sigma Advisers
50
Two Sigma Advisers
New York
$551K -$1.02M -40,800 -61%
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IYZ Hedge Fund Activity: Q3 2022 in Review

128 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q3 2022, worth a combined $291M — down 4.1% from $303M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of IYZ and 19 opened new positions — a net loss of 5 holders — while 22 trimmed existing stakes and 47 added.

The largest buyer was Morgan Stanley, adding an estimated $25.9M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $7.78M sold.

  • 128 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q3 2022, down from 134 in Q2 2022.
  • Funds reported $291M of iShares US Telecommunications ETF stock for Q3 2022, down 4.1% quarter-over-quarter.
  • 19 funds opened new iShares US Telecommunications ETF positions in Q3 2022 and 24 closed out, a net change of -5 holders.
  • The largest iShares US Telecommunications ETF buyer in Q3 2022 was Morgan Stanley, an estimated $25.9M added.
  • The largest iShares US Telecommunications ETF seller in Q3 2022 was Mirae Asset Global Investments, an estimated $7.78M sold.

Based on aggregated 13F filings for Q3 2022.