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iShares US Telecommunications ETF
IYZ

Overview Fund Activity

152 hedge funds and large institutions have $1.1B invested in iShares US Telecommunications ETF in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 34 increasing their positions, 34 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+49
Holders Change %
+47.57%
% of All Funds
2.02%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
56
Increased
34
Reduced
34
Closed
4
Calls
$2.92M
Puts
–
Net Calls
+$2.92M
Net Calls Change
+$1.39M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$711M
2
CFA
2
Camarda Financial Advisors
Florida
$15.6M
3
IAA
3
Independent Advisor Alliance
North Carolina
$14.5M
4
AWM
4
Apollon Wealth Management
South Carolina
$12.9M
5
Citigroup
5
Citigroup
New York
$44.1M

Top Sellers

1
SFCL
1
Strengthening Families & Communities LLC
Massachusetts
$12K
2
PCM
2
Penserra Capital Management
California
$0
3
Bank of America
3
Bank of America
North Carolina
$9.26M
4
Citadel Advisors
4
Citadel Advisors
Florida
$215
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
GLA
26
Great Lakes Advisors
Illinois
$3.83M -$336K -12,517 -8%
RAS
27
RPS Advisory Solutions
Kentucky
$3.67M +$3.67M +136,885 New
ASN
28
Advisory Services Network
Georgia
$3.3M +$92.4K +3,444 +3%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$3.29M -$37.6K -1,402 -1%
BNP Paribas Financial Markets
30
BNP Paribas Financial Markets
France
$3.23M +$3.17M +118,130 +4,865%
PFA
31
Pinnacle Family Advisors
Missouri
$3.06M -$636K -23,708 -17%
HighTower Advisors
32
HighTower Advisors
Illinois
$2.9M -$31K -1,156 -1%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$2.73M +$2.24M +83,543 +463%
UBS Group
34
UBS Group
Switzerland
$2.63M +$97.1K +3,619 +4%
EE
35
EWG Elevate
California
$2.62M +$2.62M +97,794 New
Renaissance Technologies
36
Renaissance Technologies
New York
$2.48M +$2.48M +92,500 New
BWP
37
Balboa Wealth Partners
Arizona
$2.48M +$2.48M +92,288 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$2.47M +$2.47M +92,031 New
Ameriprise
39
Ameriprise
Minnesota
$2.4M +$1.97M +73,503 +462%
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$2.37M -$13.2K -493 -0.6%
National Bank of Canada
41
National Bank of Canada
Quebec, Canada
$2.35M -$24.3K -904 -1%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$2.3M +$317K +11,831 +16%
Marshall Wace
43
Marshall Wace
United Kingdom
$2.26M +$2.26M +84,257 New
PCH
44
PGIM Custom Harvest
New Jersey
$2.26M -$7.33K -273 -0.3%
C
45
Croban
Ohio
$2.02M +$2.02M +75,322 New
DWM
46
Destination Wealth Management
California
$2.02M -$63.1K -2,352 -3%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$1.83M +$982K +36,587 +116%
CCFM
48
Clear Creek Financial Management
Washington
$1.6M +$1.6M +59,506 New
SA
49
Sanctuary Advisors
Indiana
$1.57M +$62.3K +2,276 +4%
Goldman Sachs
50
Goldman Sachs
New York
$1.46M +$27 +1 +0%
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