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iShares US Telecommunications ETF

122 hedge funds and large institutions have $182M invested in iShares US Telecommunications ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 46 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,345% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $51K

8% less funds holding

Funds holding: 132122 (-10)

19.96% less ownership

Funds ownership: 88.98%69.03% (-20%)

32% less capital invested

Capital invested by funds: $269M → $182M (-$86.8M)

33% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 46

45% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 22

Holders
122
Holders Change
-10
Holders Change %
-7.58%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
31
Reduced
46
Closed
22
Calls
$1.25M
Puts
$51K
Net Calls
+$1.2M
Net Calls Change
-$995K
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
26
JP Morgan Private Wealth Advisors
California
$1.13M -$66K -3,021 -6%
Renaissance Technologies
27
Renaissance Technologies
New York
$1.11M +$1.1M +50,300 New
Fisher Asset Management
28
Fisher Asset Management
Washington
$1.1M -$112K -5,118 -9%
USCWA
29
U.S. Capital Wealth Advisors
Texas
$1.07M +$67.8K +3,100 +7%
FCFC
30
First Citizens Financial Corp
Iowa
$813K +$804K +36,782 New
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$802K -$57.9K -2,648 -7%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$730K +$484K +22,132 +203%
CIA
33
Capital Investment Advisors
Georgia
$712K -$432K -19,744 -38%
SCA
34
Snowden Capital Advisors
New York
$672K -$36.3K -1,660 -5%
LWP
35
Lumature Wealth Partners
Georgia
$626K +$106K +4,829 +21%
Truist Financial
36
Truist Financial
North Carolina
$622K -$63.8K -2,918 -9%
KAS
37
Kestra Advisory Services
Texas
$600K -$338K -15,476 -36%
RPGK
38
Retirement Planning Group (Kansas)
Kansas
$596K -$7.43K -340 -1%
Citadel Advisors
39
Citadel Advisors
Florida
$588K +$341K +15,587 +141%
Commonwealth Equity Services
40
Commonwealth Equity Services
Massachusetts
$571K -$18.5K -847 -3%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$567K -$213K -9,753 -28%
V
42
Veritable
Delaware
$518K -$276K -12,625 -35%
TRCT
43
Tower Research Capital (TRC)
New York
$496K +$390K +17,846 +387%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$456K +$25.1K +1,150 +6%
Jane Street
45
Jane Street
New York
$430K +$121K +5,555 +40%
FMC
46
First Merchants Corp
Indiana
$410K -$7.13K -326 -2%
DC
47
Davenport & Co
Virginia
$382K -$19.5K -894 -5%
Osaic Holdings
48
Osaic Holdings
Arizona
$356K -$575K -26,312 -62%
TFF
49
The Family Firm
Maryland
$351K -$6.1K -279 -2%
CI
50
CX Institutional
Indiana
$341K +$337K +15,409 New

IYZ Hedge Fund Activity: Q2 2023 in Review

122 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q2 2023, worth a combined $182M — down 32% from $269M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of IYZ and 12 opened new positions — a net loss of 10 holders — while 46 trimmed existing stakes and 31 added.

The largest buyer was LPL Financial, adding an estimated $1.59M. The largest seller was Citigroup, cutting an estimated $52M.

  • 122 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q2 2023, down from 132 in Q1 2023.
  • Funds reported $182M of iShares US Telecommunications ETF stock for Q2 2023, down 32% quarter-over-quarter.
  • 12 funds opened new iShares US Telecommunications ETF positions in Q2 2023 and 22 closed out, a net change of -10 holders.
  • The largest iShares US Telecommunications ETF buyer in Q2 2023 was LPL Financial, an estimated $1.59M added.
  • The largest iShares US Telecommunications ETF seller in Q2 2023 was Citigroup, an estimated $52M sold.

Based on aggregated 13F filings for Q2 2023.