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iShares US Telecommunications ETF
IYZ

134 hedge funds and large institutions have $282M invested in iShares US Telecommunications ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 31 increasing their positions, 48 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% less funds holding

Funds holding: 154 → 134 (-20)

17.58% less ownership

Funds ownership: 93.35% → 75.77% (-18%)

35% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 48

41% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 39

75% less capital invested

Capital invested by funds: $1.13B → $282M (-$849M)

80% less funds holding in top 10

Funds holding in top 10: 5 → 1 (-4)

Holders
134
Holders Change
-20
Holders Change %
-12.99%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
23
Increased
31
Reduced
48
Closed
39
Calls
$1.63M
Puts
–
Net Calls
+$1.63M
Net Calls Change
-$1.29M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$37.8M
2
Wells Fargo
Wells Fargo
California
+$5.95M
3
Goldman Sachs
Goldman Sachs
New York
+$5.9M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$5.48M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$4.45M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$20.1M
2
Citigroup
Citigroup
New York
-$18.7M
3
CFA
Camarda Financial Advisors
Florida
-$15.6M
4
IAA
Independent Advisor Alliance
North Carolina
-$14.5M
5
AWM
Apollon Wealth Management
South Carolina
-$12.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Truist Financial
26
Truist Financial
North Carolina
$2.26M +$1.55M +55,966 +211%
JP Morgan Chase
27
JP Morgan Chase
New York
$2.22M -$137K -4,948 -6%
C
28
Croban
Ohio
$2.06M -$3.92K -142 -0.2%
DWM
29
Destination Wealth Management
California
$2.01M -$52.9K -1,915 -3%
TRCT
30
Tower Research Capital (TRC)
New York
$1.79M +$1.73M +62,782 +2,504%
SA
31
Sanctuary Advisors
Indiana
$1.49M -$84.2K -3,048 -5%
CIA
32
Concurrent Investment Advisors
Florida
$1.4M +$2.68K +97 +0.2%
SLFPAM
33
St. Louis Financial Planners Asset Management
Missouri
$1.19M +$1.2M +43,434 New
LG
34
Leuthold Group
Minnesota
$1.12M -$267K -9,666 -19%
HighTower Advisors
35
HighTower Advisors
Illinois
$1.07M -$1.9M -68,846 -64%
RPGK
36
Retirement Planning Group (Kansas)
Kansas
$1.06M +$483K +17,511 +83%
NB
37
NBT Bank
New York
$1.05M -$4.86K -176 -0.5%
WA
38
WESPAC Advisors
California
$1.02M -$430K -15,579 -29%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$971K -$2.4M -87,029 -71%
Corient Private Wealth
40
Corient Private Wealth
Florida
$934K -$82.2K -2,976 -8%
LCG
41
Lakeshore Capital Group
Illinois
$904K -$36.4K -1,320 -4%
FSA
42
Financial Services Advisory
Maryland
$811K +$818K +29,627 New
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$776K +$105K +3,785 +15%
NF
44
Nikulski Financial
Iowa
$749K +$755K +27,331 New
Osaic Holdings
45
Osaic Holdings
Arizona
$727K -$8M -289,909 -92%
Koshinski Asset Management
46
Koshinski Asset Management
Illinois
$711K -$14.6K -528 -2%
Ameriprise
47
Ameriprise
Minnesota
$656K -$1.81M -65,475 -73%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$651K -$3.69M -133,588 -85%
Jane Street
49
Jane Street
New York
$639K +$360K +13,023 +127%
BWS
50
Buck Wealth Strategies
Colorado
$637K +$642K +23,259 New
1
2
3 4 5

IYZ Hedge Fund Activity: Q1 2025 in Review

134 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q1 2025, worth a combined $282M — down 75% from $1.13B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of IYZ and 23 opened new positions — a net loss of 16 holders — while 48 trimmed existing stakes and 31 added.

The largest buyer was Bank of America, adding an estimated $37.8M. The largest seller was Barclays, exiting entirely with an estimated $20.1M sold.

  • 134 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q1 2025, down from 154 in Q4 2024.
  • Funds reported $282M of iShares US Telecommunications ETF stock for Q1 2025, down 75% quarter-over-quarter.
  • 23 funds opened new iShares US Telecommunications ETF positions in Q1 2025 and 39 closed out, a net change of -16 holders.
  • The largest iShares US Telecommunications ETF buyer in Q1 2025 was Bank of America, an estimated $37.8M added.
  • The largest iShares US Telecommunications ETF seller in Q1 2025 was Barclays, an estimated $20.1M sold.

Based on aggregated 13F filings for Q1 2025.