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iShares US Telecommunications ETF
IYZ

156 hedge funds and large institutions have $360M invested in iShares US Telecommunications ETF in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,528% more call options, than puts

Call options by funds: $1.45M | Put options by funds: $40K

155% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 20

34.05% more ownership

Funds ownership: 63.16% → 97.21% (+34%)

24% more capital invested

Capital invested by funds: $291M → $360M (+$69.3M)

22% more funds holding

Funds holding: 128 → 156 (+28)

18% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 34

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
156
Holders Change
+28
Holders Change %
+21.88%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
51
Increased
40
Reduced
34
Closed
20
Calls
$1.45M
Puts
$40K
Net Calls
+$1.41M
Net Calls Change
-$239K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$18.9M
2
Citigroup
Citigroup
New York
+$18.1M
3
RCYC
Richard C. Young & Co
Rhode Island
+$15.2M
4
Chevy Chase Trust
Chevy Chase Trust
Maryland
+$12.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$10.7M

Top Sellers

Rank Fund Capital Flow
1
PF
Phoenix Financial
Israel
-$84.2M
2
Goldman Sachs
Goldman Sachs
New York
-$5.8M
3
Wells Fargo
Wells Fargo
California
-$4.77M
4
IAN
Integrated Advisors Network
Texas
-$2.8M
5
Ameriprise
Ameriprise
Minnesota
-$2.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
26
CAPTRUST Financial Advisors
North Carolina
$2.11M +$459K +20,541 +28%
National Bank of Canada
27
National Bank of Canada
Quebec, Canada
$1.95M +$590K +26,438 +43%
GLA
28
Great Lakes Advisors
Illinois
$1.86M -$23.3K -1,045 -1%
RPA
29
Rock Point Advisors
Vermont
$1.72M +$1.71M +76,617 New
Stifel Financial
30
Stifel Financial
Missouri
$1.41M +$72.6K +3,253 +5%
DWM
31
Destination Wealth Management
California
$1.36M -$28.2K -1,262 -2%
Fisher Asset Management
32
Fisher Asset Management
Washington
$1.32M -$784K -35,130 -37%
LPL Financial
33
LPL Financial
California
$1.27M +$179K +8,007 +16%
OCM
34
Orleans Capital Management
Louisiana
$1.27M +$1.26M +56,425 New
Corient Private Wealth
35
Corient Private Wealth
Florida
$1.25M +$1.24M +55,511 New
NB
36
NBT Bank
New York
$1.22M +$128K +5,721 +12%
BMWM
37
Brown Miller Wealth Management
Virginia
$1.21M +$1.21M +54,051 New
CAM
38
Cresset Asset Management
Illinois
$1.19M -$91.6K -4,100 -7%
KAS
39
Kestra Advisory Services
Texas
$1.19M -$812K -36,368 -41%
SPIA
40
Steward Partners Investment Advisory
New York
$1.17M -$380K -17,026 -25%
CIA
41
Capital Investment Advisors
Georgia
$1.16M +$838K +37,541 +263%
RWM
42
Rench Wealth Management
Texas
$1.14M +$1.14M +50,932 New
SC
43
Sierra Capital
Florida
$1.12M – – –
Osaic Holdings
44
Osaic Holdings
Arizona
$1.09M +$607K +27,190 +127%
CRI
45
Commonwealth Retirement Investments
Virginia
$934K +$930K +41,659 New
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$906K -$173K -7,730 -16%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$903K -$18.4K -823 -2%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$864K -$107K -4,801 -11%
TAM
49
Tocqueville Asset Management
New York
$837K +$834K +37,331 New
Jane Street
50
Jane Street
New York
$834K +$293K +13,104 +54%
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IYZ Hedge Fund Activity: Q4 2022 in Review

156 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q4 2022, worth a combined $360M — up 24% from $291M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new IYZ positions and 20 closed out — a net gain of 31 holders — while 40 added to existing stakes and 34 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.9M. The largest seller was Phoenix Financial, exiting entirely with an estimated $84.2M sold.

  • 156 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q4 2022, up from 128 in Q3 2022.
  • Funds reported $360M of iShares US Telecommunications ETF stock for Q4 2022, up 24% quarter-over-quarter.
  • 51 funds opened new iShares US Telecommunications ETF positions in Q4 2022 and 20 closed out, a net change of +31 holders.
  • The largest iShares US Telecommunications ETF buyer in Q4 2022 was Morgan Stanley, an estimated $18.9M added.
  • The largest iShares US Telecommunications ETF seller in Q4 2022 was Phoenix Financial, an estimated $84.2M sold.

Based on aggregated 13F filings for Q4 2022.