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iShares US Telecommunications ETF

155 hedge funds and large institutions have $576M invested in iShares US Telecommunications ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more capital invested

Capital invested by funds: $419M → $576M (+$157M)

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

23% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 47

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

2% more funds holding

Funds holding: 152155 (+3)

8.33% less ownership

Funds ownership: 99.13%90.8% (-8.3%)

Holders
155
Holders Change
+3
Holders Change %
+1.97%
% of All Funds
2.03%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
21
Increased
58
Reduced
47
Closed
17
Calls
$600K
Puts
Net Calls
+$600K
Net Calls Change
-$44.7M
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$4.7M +$1.33M +43,378 +42%
EE
27
EWG Elevate
California
$4.61M +$1.23M +39,976 +39%
ASN
28
Advisory Services Network
Georgia
$4.43M -$98.3K -3,197 -2%
BAAM
29
Baker Avenue Asset Management
California
$4.36M +$99.6K +3,237 +2%
LJAC
30
L.J. Altfest & Co
New York
$3.95M +$3.76M +122,337 New
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$3.1M -$1.03M -33,616 -26%
UFF
32
USA Financial Formulas
Michigan
$2.98M -$914K -29,710 -24%
BWP
33
Balboa Wealth Partners
Arizona
$2.89M +$27.3K +888 +1%
PCH
34
PGIM Custom Harvest
New Jersey
$2.71M
Truist Financial
35
Truist Financial
North Carolina
$2.67M +$32.6K +1,061 +1%
LAM
36
Lifestyle Asset Management
Texas
$2.43M +$1.29M +41,821 +125%
C
37
Croban
Ohio
$2.42M -$14.5K -472 -0.6%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$2.38M +$1.53M +49,758 +207%
WA
39
WESPAC Advisors
California
$2.33M -$13.3K -431 -0.6%
DWM
40
Destination Wealth Management
California
$2.3M -$12.5K -405 -0.6%
IAN
41
Integrated Advisors Network
Texas
$2.27M -$307K -9,982 -12%
EH
42
Equitable Holdings
New York
$2.18M -$19.5K -634 -0.9%
IFG
43
Independent Financial Group
California
$1.97M -$5.91K -192 -0.3%
MFG
44
Merit Financial Group
Georgia
$1.77M +$1.69M +54,934 New
CIA
45
Concurrent Investment Advisors
Florida
$1.71M +$56.8K +1,847 +4%
JP Morgan Chase
46
JP Morgan Chase
New York
$1.7M -$343K -11,152 -17%
SA
47
Sanctuary Advisors
Indiana
$1.66M -$7.29K -237 -0.5%
Commonwealth Equity Services
48
Commonwealth Equity Services
Massachusetts
$1.49M +$814K +26,473 +134%
Mariner
49
Mariner
Kansas
$1.4M +$1.09M +35,364 +434%
NF
50
Nikulski Financial
Iowa
$1.39M -$2.86K -93 -0.2%

IYZ Hedge Fund Activity: Q3 2025 in Review

155 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q3 2025, worth a combined $576M — up 37% from $419M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IYZ positions and 17 closed out — a net gain of 4 holders — while 58 added to existing stakes and 47 trimmed.

The largest buyer was Citigroup, adding an estimated $37.5M. The largest seller was Royal Bank of Canada, cutting an estimated $8.88M.

  • 155 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q3 2025, up from 152 in Q2 2025.
  • Funds reported $576M of iShares US Telecommunications ETF stock for Q3 2025, up 37% quarter-over-quarter.
  • 21 funds opened new iShares US Telecommunications ETF positions in Q3 2025 and 17 closed out, a net change of +4 holders.
  • The largest iShares US Telecommunications ETF buyer in Q3 2025 was Citigroup, an estimated $37.5M added.
  • The largest iShares US Telecommunications ETF seller in Q3 2025 was Royal Bank of Canada, an estimated $8.88M sold.

Based on aggregated 13F filings for Q3 2025.