We are live on ! Find out more
IYZ icon

iShares US Telecommunications ETF
IYZ

110 hedge funds and large institutions have $157M invested in iShares US Telecommunications ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

687% more call options, than puts

Call options by funds: $732K | Put options by funds: $93K

0% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 33

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

3.22% less ownership

Funds ownership: 77.4% → 74.18% (-3.2%)

4% less funds holding

Funds holding: 114 → 110 (-4)

14% less capital invested

Capital invested by funds: $182M → $157M (-$25.4M)

Holders
110
Holders Change
-4
Holders Change %
-3.51%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
33
Reduced
33
Closed
13
Calls
$732K
Puts
$93K
Net Calls
+$639K
Net Calls Change
-$23K

Top Buyers

1
SFCL
Strengthening Families & Communities LLC
Massachusetts
+$5.71M
2
Millennium Management
Millennium Management
New York
+$5.3M
3
Osaic Holdings
Osaic Holdings
Arizona
+$1.95M
4
RL
Retireful LLC
Michigan
+$1.79M
5
TRCT
Tower Research Capital (TRC)
New York
+$1.46M

Top Sellers

1
Citigroup
Citigroup
New York
-$14.3M
2
DWM
Dakota Wealth Management
Florida
-$11.6M
3
Goldman Sachs
Goldman Sachs
New York
-$3.18M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$2.98M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
26
Citigroup
New York
$1.27M -$14.3M -673,478 -92%
LPL Financial
27
LPL Financial
California
$1.23M +$45.3K +2,139 +4%
Jane Street
28
Jane Street
New York
$1.17M +$439K +20,711 +62%
SA
29
Sanctuary Advisors
Indiana
$1.1M +$1.13M +53,134 New
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$1.03M -$1.26M -59,500 -56%
Citadel Advisors
31
Citadel Advisors
Florida
$1.01M +$184K +8,699 +23%
CIA
32
Concurrent Investment Advisors
Florida
$1.01M +$92.4K +4,360 +10%
GS
33
GTS Securities
New York
$1M +$980K +46,213 New
HF
34
HRT Financial
New York
$905K +$884K +41,693 New
NB
35
NBT Bank
New York
$837K -$7.69K -363 -0.9%
Corient Private Wealth
36
Corient Private Wealth
Florida
$777K -$282K -13,322 -27%
Commonwealth Equity Services
37
Commonwealth Equity Services
Massachusetts
$686K +$23.6K +1,114 +4%
Truist Financial
38
Truist Financial
North Carolina
$628K -$110K -5,171 -15%
DC
39
Davenport & Co
Virginia
$525K +$25.4K +1,199 +5%
SCA
40
Snowden Capital Advisors
New York
$522K -$5.17K -244 -1%
Pathstone Holdings
41
Pathstone Holdings
New Jersey
$484K – – –
Fisher Asset Management
42
Fisher Asset Management
Washington
$472K -$264K -12,459 -36%
PMAM
43
Picton Mahoney Asset Management
Ontario, Canada
$450K +$441K +20,800 New
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$441K -$548K -25,834 -56%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$437K -$106K -4,981 -20%
TFF
46
The Family Firm
Maryland
$411K +$41.4K +1,955 +12%
GCP
47
GSA Capital Partners
United Kingdom
$410K +$111K +5,260 +39%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$406K +$5.24K +247 +1%
RPGK
49
Retirement Planning Group (Kansas)
Kansas
$406K -$588K -27,743 -60%
Ameriprise
50
Ameriprise
Minnesota
$379K +$22.7K +1,071 +7%
1
2
3 4 5

IYZ Hedge Fund Activity: Q2 2024 in Review

110 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q2 2024, worth a combined $157M — down 14% from $182M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of IYZ and 12 opened new positions — a net loss of 1 holder — while 33 trimmed existing stakes and 33 added.

The largest buyer was Strengthening Families & Communities LLC, opening a new position worth an estimated $5.71M. The largest seller was Citigroup, cutting an estimated $14.3M.

  • 110 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q2 2024, down from 114 in Q1 2024.
  • Funds reported $157M of iShares US Telecommunications ETF stock for Q2 2024, down 14% quarter-over-quarter.
  • 12 funds opened new iShares US Telecommunications ETF positions in Q2 2024 and 13 closed out, a net change of -1 holder.
  • The largest iShares US Telecommunications ETF buyer in Q2 2024 was Strengthening Families & Communities LLC, an estimated $5.71M added.
  • The largest iShares US Telecommunications ETF seller in Q2 2024 was Citigroup, an estimated $14.3M sold.

Based on aggregated 13F filings for Q2 2024.