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iShares US Telecommunications ETF
IYZ

152 hedge funds and large institutions have $419M invested in iShares US Telecommunications ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 45 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 1 → 5 (+4)

106% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 18

49% more capital invested

Capital invested by funds: $282M → $419M (+$137M)

23.36% more ownership

Funds ownership: 75.77% → 99.13% (+23%)

13% more funds holding

Funds holding: 134 → 152 (+18)

0% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 45

Holders
152
Holders Change
+18
Holders Change %
+13.43%
% of All Funds
2%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
37
Increased
45
Reduced
45
Closed
18
Calls
$45.3M
Puts
–
Net Calls
+$45.3M
Net Calls Change
+$43.6M

Top Buyers

Rank Fund Capital Flow
1
PRS
Pinkerton Retirement Specialists
Idaho
+$31.7M
2
CFA
Camarda Financial Advisors
Florida
+$12.7M
3
Millennium Management
Millennium Management
New York
+$10.7M
4
ZIG
Zurich Insurance Group
Switzerland
+$9.63M
5
Morgan Stanley
Morgan Stanley
New York
+$8.32M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$7.71M
2
Bank of America
Bank of America
North Carolina
-$7.65M
3
Renaissance Technologies
Renaissance Technologies
New York
-$3.32M
4
Goldman Sachs
Goldman Sachs
New York
-$3.08M
5
PFA
Pinnacle Family Advisors
Missouri
-$3.04M
Name Holding Trade Value Shares
Change 		Change in
Stake
EE
26
EWG Elevate
California
$3.07M -$180K -6,553 -6%
UBS Group
27
UBS Group
Switzerland
$3.05M -$733K -26,655 -21%
BWP
28
Balboa Wealth Partners
Arizona
$2.64M +$2.44M +88,699 New
PCH
29
PGIM Custom Harvest
New Jersey
$2.5M -$1.73K -63 -0.1%
Renaissance Technologies
30
Renaissance Technologies
New York
$2.46M -$3.32M -120,700 -59%
Truist Financial
31
Truist Financial
North Carolina
$2.43M -$24.3K -884 -1%
IAN
32
Integrated Advisors Network
Texas
$2.4M +$2.21M +80,469 New
National Bank of Canada
33
National Bank of Canada
Quebec, Canada
$2.38M -$204K -7,424 -9%
C
34
Croban
Ohio
$2.25M +$12.5K +454 +0.6%
WA
35
WESPAC Advisors
California
$2.16M +$970K +35,277 +95%
DWM
36
Destination Wealth Management
California
$2.13M -$46.1K -1,678 -2%
EH
37
Equitable Holdings
New York
$2.03M +$1.87M +68,200 New
JP Morgan Chase
38
JP Morgan Chase
New York
$1.9M -$472K -17,187 -21%
IFG
39
Independent Financial Group
California
$1.82M +$1.68M +61,213 New
SA
40
Sanctuary Advisors
Indiana
$1.54M -$72.4K -2,634 -5%
CIA
41
Concurrent Investment Advisors
Florida
$1.53M +$522 +19 +0%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$1.37M +$293K +10,672 +30%
NF
43
Nikulski Financial
Iowa
$1.29M +$439K +15,958 +58%
LG
44
Leuthold Group
Minnesota
$1.25M +$29.6K +1,078 +3%
HighTower Advisors
45
HighTower Advisors
Illinois
$1.17M +$247 +9 +0%
NB
46
NBT Bank
New York
$1.12M -$18.2K -661 -2%
PCA
47
Prosperity Capital Advisors
Ohio
$1.08M +$380K +13,814 +61%
BWS
48
Buck Wealth Strategies
Colorado
$1.08M +$357K +12,975 +56%
Corient Private Wealth
49
Corient Private Wealth
Florida
$1.05M +$33.3K +1,212 +4%
YCG
50
Yeomans Consulting Group
Georgia
$1.05M +$968K +35,231 New
1
2
3 4 5

IYZ Hedge Fund Activity: Q2 2025 in Review

152 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q2 2025, worth a combined $419M — up 49% from $282M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IYZ positions and 18 closed out — a net gain of 19 holders — while 45 added to existing stakes and 45 trimmed.

The largest buyer was Pinkerton Retirement Specialists, opening a new position worth an estimated $31.7M. The largest seller was Wells Fargo, cutting an estimated $7.71M.

  • 152 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q2 2025, up from 134 in Q1 2025.
  • Funds reported $419M of iShares US Telecommunications ETF stock for Q2 2025, up 49% quarter-over-quarter.
  • 37 funds opened new iShares US Telecommunications ETF positions in Q2 2025 and 18 closed out, a net change of +19 holders.
  • The largest iShares US Telecommunications ETF buyer in Q2 2025 was Pinkerton Retirement Specialists, an estimated $31.7M added.
  • The largest iShares US Telecommunications ETF seller in Q2 2025 was Wells Fargo, an estimated $7.71M sold.

Based on aggregated 13F filings for Q2 2025.