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iShares US Telecommunications ETF

103 hedge funds and large institutions have $206M invested in iShares US Telecommunications ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more capital invested

Capital invested by funds: $157M → $206M (+$49M)

8.67% more ownership

Funds ownership: 74.18%82.85% (+8.7%)

6% less funds holding

Funds holding: 110103 (-7)

24% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 33

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
103
Holders Change
-7
Holders Change %
-6.36%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
25
Reduced
33
Closed
20
Calls
$1.53M
Puts
Net Calls
+$1.53M
Net Calls Change
+$887K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$1.44M +$5.76K +250 +0.4%
Goldman Sachs
27
Goldman Sachs
New York
$1.37M -$2.3M -100,000 -65%
CIA
28
Concurrent Investment Advisors
Florida
$1.23M +$49.9K +2,168 +5%
Citadel Advisors
29
Citadel Advisors
Florida
$1.03M -$139K -6,039 -13%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$988K +$434K +18,830 +93%
NB
31
NBT Bank
New York
$975K +$1.73K +75 +0.2%
Corient Private Wealth
32
Corient Private Wealth
Florida
$895K -$8.31K -361 -1%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$797K -$345 -15 -0%
VCWA
34
Vanguard Capital Wealth Advisors
Colorado
$778K +$709K +30,792 New
Truist Financial
35
Truist Financial
North Carolina
$677K -$48.6K -2,108 -7%
LG
36
Leuthold Group
Minnesota
$632K +$576K +25,007 New
Pathstone Holdings
37
Pathstone Holdings
New Jersey
$563K
Fisher Asset Management
38
Fisher Asset Management
Washington
$558K +$8.41K +365 +2%
SCA
39
Snowden Capital Advisors
New York
$535K -$66.2K -2,873 -12%
FWCM
40
Ferguson Wellman Capital Management
Oregon
$532K +$485K +21,051 New
RPGK
41
Retirement Planning Group (Kansas)
Kansas
$513K +$37.3K +1,618 +9%
DC
42
Davenport & Co
Virginia
$510K -$92.1K -3,998 -17%
TRCT
43
Tower Research Capital (TRC)
New York
$502K -$1.33M -57,747 -74%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$481K +$7.88K +342 +2%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$456K +$17.6K +764 +4%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$455K -$48.2K -2,093 -10%
WN
47
Williams & Novak
California
$453K +$44.8K +1,945 +12%
OIA
48
OneDigital Investment Advisors
Kansas
$446K +$407K +17,650 New
GCP
49
GSA Capital Partners
United Kingdom
$445K -$29K -1,259 -7%
TFF
50
The Family Firm
Maryland
$432K -$42.3K -1,838 -10%

IYZ Hedge Fund Activity: Q3 2024 in Review

103 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q3 2024, worth a combined $206M — up 31% from $157M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of IYZ and 14 opened new positions — a net loss of 6 holders — while 33 trimmed existing stakes and 25 added.

The largest buyer was Citigroup, adding an estimated $25.6M. The largest seller was Millennium Management, exiting entirely with an estimated $5.43M sold.

  • 103 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q3 2024, down from 110 in Q2 2024.
  • Funds reported $206M of iShares US Telecommunications ETF stock for Q3 2024, up 31% quarter-over-quarter.
  • 14 funds opened new iShares US Telecommunications ETF positions in Q3 2024 and 20 closed out, a net change of -6 holders.
  • The largest iShares US Telecommunications ETF buyer in Q3 2024 was Citigroup, an estimated $25.6M added.
  • The largest iShares US Telecommunications ETF seller in Q3 2024 was Millennium Management, an estimated $5.43M sold.

Based on aggregated 13F filings for Q3 2024.