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iShares US Telecommunications ETF
IYZ

132 hedge funds and large institutions have $269M invested in iShares US Telecommunications ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 52 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,522% more call options, than puts

Call options by funds: $2.33M | Put options by funds: $144K

8.23% less ownership

Funds ownership: 97.21% → 88.98% (-8.2%)

15% less funds holding

Funds holding: 156 → 132 (-24)

25% less capital invested

Capital invested by funds: $360M → $269M (-$90.6M)

48% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 52

56% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 34

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
132
Holders Change
-24
Holders Change %
-15.38%
% of All Funds
2.1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
27
Reduced
52
Closed
34
Calls
$2.33M
Puts
$144K
Net Calls
+$2.19M
Net Calls Change
+$780K

Top Buyers

1
Citigroup
Citigroup
New York
+$22M
2
BCI
Brinker Capital Investments
Pennsylvania
+$8.37M
3
DWM
Dakota Wealth Management
Florida
+$8.23M
4
EF
Empowered Funds
Pennsylvania
+$3.17M
5
Corient Private Wealth
Corient Private Wealth
Florida
+$1.47M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$38.2M
2
RCYC
Richard C. Young & Co
Rhode Island
-$15.3M
3
Chevy Chase Trust
Chevy Chase Trust
Maryland
-$12.5M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$11.6M
5
RJA
Raymond James & Associates
Florida
-$8.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
26
LPL Financial
California
$1.5M +$194K +8,334 +15%
GCP
27
GSA Capital Partners
United Kingdom
$1.4M +$1.41M +60,534 New
Two Sigma Investments
28
Two Sigma Investments
New York
$1.31M -$2.87M -123,300 -69%
Stifel Financial
29
Stifel Financial
Missouri
$1.3M -$162K -6,935 -11%
Fisher Asset Management
30
Fisher Asset Management
Washington
$1.28M -$90.8K -3,894 -7%
CAM
31
Cresset Asset Management
Illinois
$1.27M +$40.5K +1,736 +3%
Goldman Sachs
32
Goldman Sachs
New York
$1.27M -$2.63M -112,807 -67%
NB
33
NBT Bank
New York
$1.26M +$7.02K +301 +0.6%
JMPWA
34
JP Morgan Private Wealth Advisors
California
$1.25M -$2.59M -111,191 -67%
CIA
35
Capital Investment Advisors
Georgia
$1.2M +$3.94K +169 +0.3%
USCWA
36
U.S. Capital Wealth Advisors
Texas
$1.05M +$218K +9,331 +26%
JWCA
37
J.W. Cole Advisors
Florida
$1.02M +$1.03M +44,101 New
KAS
38
Kestra Advisory Services
Texas
$987K -$243K -10,403 -20%
Osaic Holdings
39
Osaic Holdings
Arizona
$983K -$141K -6,061 -12%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$901K -$34.5K -1,479 -4%
V
41
Veritable
Delaware
$835K – – –
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$820K -$72.7K -3,117 -8%
Two Sigma Advisers
43
Two Sigma Advisers
New York
$748K +$753K +32,300 New
SCA
44
Snowden Capital Advisors
New York
$742K – – –
Truist Financial
45
Truist Financial
North Carolina
$719K -$89.9K -3,858 -11%
LWM
46
Laidlaw Wealth Management
New York
$708K -$119K -5,085 -14%
TAM
47
Tocqueville Asset Management
New York
$695K -$170K -7,303 -20%
RPGK
48
Retirement Planning Group (Kansas)
Kansas
$633K – – –
FWCM
49
Ferguson Wellman Capital Management
Oregon
$557K -$7.92M -339,699 -93%
LWP
50
Lumature Wealth Partners
Georgia
$544K -$5.32K -228 -1%
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IYZ Hedge Fund Activity: Q1 2023 in Review

132 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q1 2023, worth a combined $269M — down 25% from $360M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of IYZ and 15 opened new positions — a net loss of 19 holders — while 52 trimmed existing stakes and 27 added.

The largest buyer was Citigroup, adding an estimated $22M. The largest seller was Morgan Stanley, cutting an estimated $38.2M.

  • 132 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q1 2023, down from 156 in Q4 2022.
  • Funds reported $269M of iShares US Telecommunications ETF stock for Q1 2023, down 25% quarter-over-quarter.
  • 15 funds opened new iShares US Telecommunications ETF positions in Q1 2023 and 34 closed out, a net change of -19 holders.
  • The largest iShares US Telecommunications ETF buyer in Q1 2023 was Citigroup, an estimated $22M added.
  • The largest iShares US Telecommunications ETF seller in Q1 2023 was Morgan Stanley, an estimated $38.2M sold.

Based on aggregated 13F filings for Q1 2023.