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iShares US Telecommunications ETF
IYZ

Overview Fund Activity

124 hedge funds and large institutions have $249M invested in iShares US Telecommunications ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 18 closing their positions.

Holders
124
Holders Change
+6
Holders Change %
+5.08%
% of All Funds
1.82%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
35
Reduced
33
Closed
18
Calls
$1.36M
Puts
$2K
Net Calls
+$1.36M
Net Calls Change
-$463K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$104M
2
VV
2
Verity & Verity
South Carolina
$7.67M
3
Barclays
3
Barclays
United Kingdom
$4.55M
4
WHG
4
Westwood Holdings Group
Texas
$2.86M
5
CW
5
Connectus Wealth
Ohio
$2.68M

Top Sellers

1
PCH
1
PGIM Custom Harvest
New Jersey
$2.51M
2
SFCL
2
Strengthening Families & Communities LLC
Massachusetts
$0
3
Citigroup
3
Citigroup
New York
$4.38M
4
OAM
4
Oppenheimer Asset Management
New York
$0
5
FHC
5
First Heartland Consultants
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
DWM
26
Destination Wealth Management
California
$1.52M 66,888 -3,768 -5%
Goldman Sachs
27
Goldman Sachs
New York
$1.26M 55,213 -45,393 -45%
LPL Financial
28
LPL Financial
California
$1.23M 54,100 -1,752 -3%
FWCM
29
Ferguson Wellman Capital Management
Oregon
$1.16M 51,021 +51,021 New
RPGK
30
Retirement Planning Group (Kansas)
Kansas
$1.06M 46,422 +22,011 +90%
Corient Private Wealth
31
Corient Private Wealth
Florida
$1.02M 44,694 -34,433 -44%
NB
32
NBT Bank
New York
$961K 42,232 -4,609 -10%
CS
33
Credit Suisse
Switzerland
$938K 41,200 +41,200 New
Fisher Asset Management
34
Fisher Asset Management
Washington
$853K 37,498 +2,181 +6%
FCFC
35
First Citizens Financial Corp
Iowa
$776K 34,097 -1,869 -5%
CIA
36
Concurrent Investment Advisors
Florida
$756K 33,232 +33,232 New
Truist Financial
37
Truist Financial
North Carolina
$708K 31,126 +10,894 +54%
Commonwealth Equity Services
38
Commonwealth Equity Services
Massachusetts
$703K 30,901 +8,831 +40%
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$653K 28,692 -8,935 -24%
Osaic Holdings
40
Osaic Holdings
Arizona
$650K 28,552 +18,967 +198%
EFS
41
Econ Financial Services
Pennsylvania
$599K 26,325 +75 +0.3%
Baird Financial Group
42
Baird Financial Group
Wisconsin
$543K 23,852 +23,852 New
DC
43
Davenport & Co
Virginia
$537K 23,599 +6,296 +36%
SCA
44
Snowden Capital Advisors
New York
$534K 23,476 -41 -0.2%
Pathstone Holdings
45
Pathstone Holdings
New Jersey
$533K 23,432 +23,432 New
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$467K 20,499 -2,388 -10%
TFF
47
The Family Firm
Maryland
$443K 19,467 +941 +5%
Ameriprise
48
Ameriprise
Minnesota
$439K 19,295 +4,848 +34%
GCP
49
GSA Capital Partners
United Kingdom
$438K 19,223 +4,484 +30%
PSP
50
Principal Street Partners
Tennessee
$436K 19,172 +19,172 New
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