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iShares US Telecommunications ETF

169 hedge funds and large institutions have $575M invested in iShares US Telecommunications ETF in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 56 increasing their positions, 49 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 16

14% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 49

9% more funds holding

Funds holding: 155169 (+14)

0% more funds holding in top 10

Funds holding in top 10: 66 (0)

0% less capital invested

Capital invested by funds: $576M → $575M (-$183K)

3.53% less ownership

Funds ownership: 90.8%87.27% (-3.5%)

Holders
169
Holders Change
+14
Holders Change %
+9.03%
% of All Funds
2.06%
Holding in Top 10
6
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
33
Increased
56
Reduced
49
Closed
16
Calls
$881K
Puts
Net Calls
+$881K
Net Calls Change
+$281K
Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
26
Baker Avenue Asset Management
California
$4.64M +$48.7K +1,486 +1%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$3.58M +$2.74M +83,673 +382%
LAM
28
Lifestyle Asset Management
Texas
$3.51M +$920K +28,053 +37%
VA
29
VestGen Advisors
Illinois
$3.17M +$2.43M +74,237 +388%
BWP
30
Balboa Wealth Partners
Arizona
$3.02M -$20.5K -624 -0.7%
PCH
31
PGIM Custom Harvest
New Jersey
$2.93M +$72.9K +2,224 +3%
Truist Financial
32
Truist Financial
North Carolina
$2.85M +$42.4K +1,292 +2%
UFF
33
USA Financial Formulas
Michigan
$2.74M -$374K -11,407 -12%
TWC
34
TD Waterhouse Canada
Ontario, Canada
$2.61M +$2.52M +76,994 New
C
35
Croban
Ohio
$2.57M +$26.8K +817 +1%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$2.52M -$714K -21,769 -23%
DWM
37
Destination Wealth Management
California
$2.42M +$2.46K +75 +0.1%
Corient Private Wealth
38
Corient Private Wealth
Florida
$2.41M +$1.74M +52,965 +293%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$2.39M -$108K -3,289 -4%
EH
40
Equitable Holdings
New York
$2.36M +$65.9K +2,010 +3%
IAN
41
Integrated Advisors Network
Texas
$2.34M -$46.4K -1,415 -2%
WA
42
WESPAC Advisors
California
$2.21M -$221K -6,749 -9%
IFG
43
Independent Financial Group
California
$2.1M +$26.1K +797 +1%
JP Morgan Chase
44
JP Morgan Chase
New York
$2.09M +$298K +9,098 +17%
SA
45
Sanctuary Advisors
Indiana
$2.08M +$325K +9,920 +19%
Bank of Montreal
46
Bank of Montreal
Ontario, Canada
$1.97M +$679K +20,696 +55%
MFG
47
Merit Financial Group
Georgia
$1.86M
CIA
48
Concurrent Investment Advisors
Florida
$1.79M -$6.1K -186 -0.4%
WWMP
49
Wagner Wealth Management (Pennsylvania)
Pennsylvania
$1.61M +$1.56M +47,474 New
Commonwealth Equity Services
50
Commonwealth Equity Services
Massachusetts
$1.58M +$13.6K +415 +0.9%