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iShares US Telecommunications ETF

154 hedge funds and large institutions have $1.13B invested in iShares US Telecommunications ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 34 increasing their positions, 34 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,350% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 4

450% more capital invested

Capital invested by funds: $206M → $1.13B (+$925M)

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

50% more funds holding

Funds holding: 103154 (+51)

10.51% more ownership

Funds ownership: 82.85%93.35% (+11%)

0% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 34

Holders
154
Holders Change
+51
Holders Change %
+49.51%
% of All Funds
2.03%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
58
Increased
34
Reduced
34
Closed
4
Calls
$2.92M
Puts
Net Calls
+$2.92M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
26
CoreCap Advisors
Michigan
$4.12M +$4M +149,978 +4,288%
GLA
27
Great Lakes Advisors
Illinois
$3.83M -$334K -12,517 -8%
RAS
28
RPS Advisory Solutions
Kentucky
$3.67M +$3.65M +136,885 New
ASN
29
Advisory Services Network
Georgia
$3.3M +$92K +3,444 +3%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$3.29M -$37.4K -1,402 -1%
BNP Paribas Financial Markets
31
BNP Paribas Financial Markets
France
$3.23M +$3.15M +118,130 +4,865%
PFA
32
Pinnacle Family Advisors
Missouri
$3.06M -$633K -23,708 -17%
HighTower Advisors
33
HighTower Advisors
Illinois
$2.9M -$30.9K -1,156 -1%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$2.73M +$2.23M +83,543 +463%
UBS Group
35
UBS Group
Switzerland
$2.63M +$96.6K +3,619 +4%
EE
36
EWG Elevate
California
$2.62M +$2.61M +97,794 New
Renaissance Technologies
37
Renaissance Technologies
New York
$2.48M +$2.47M +92,500 New
BWP
38
Balboa Wealth Partners
Arizona
$2.48M +$2.46M +92,288 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$2.47M +$2.46M +92,031 New
Ameriprise
40
Ameriprise
Minnesota
$2.4M +$1.96M +73,503 +462%
CAPTRUST Financial Advisors
41
CAPTRUST Financial Advisors
North Carolina
$2.37M -$13.2K -493 -0.6%
National Bank of Canada
42
National Bank of Canada
Quebec, Canada
$2.35M -$24.1K -904 -1%
JP Morgan Chase
43
JP Morgan Chase
New York
$2.3M +$316K +11,831 +16%
Marshall Wace
44
Marshall Wace
United Kingdom
$2.26M +$2.25M +84,257 New
PCH
45
PGIM Custom Harvest
New Jersey
$2.26M -$7.29K -273 -0.3%
IFG
46
Independent Financial Group
California
$2.24M +$2.23M +83,601 New
C
47
Croban
Ohio
$2.02M +$2.01M +75,322 New
DWM
48
Destination Wealth Management
California
$2.02M -$62.8K -2,352 -3%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$1.83M +$977K +36,587 +116%
CCFM
50
Clear Creek Financial Management
Washington
$1.6M +$1.59M +59,506 New

IYZ Hedge Fund Activity: Q4 2024 in Review

154 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q4 2024, worth a combined $1.13B — up 450% from $206M a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new IYZ positions and 4 closed out — a net gain of 54 holders — while 34 added to existing stakes and 34 trimmed.

The largest buyer was Camarda Financial Advisors, opening a new position worth an estimated $15.5M. The largest seller was Strengthening Families & Communities LLC, cutting an estimated $7.56M.

  • 154 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q4 2024, up from 103 in Q3 2024.
  • Funds reported $1.13B of iShares US Telecommunications ETF stock for Q4 2024, up 450% quarter-over-quarter.
  • 58 funds opened new iShares US Telecommunications ETF positions in Q4 2024 and 4 closed out, a net change of +54 holders.
  • The largest iShares US Telecommunications ETF buyer in Q4 2024 was Camarda Financial Advisors, an estimated $15.5M added.
  • The largest iShares US Telecommunications ETF seller in Q4 2024 was Strengthening Families & Communities LLC, an estimated $7.56M sold.

Based on aggregated 13F filings for Q4 2024.