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iShares US Telecommunications ETF
IYZ

110 hedge funds and large institutions have $395M invested in iShares US Telecommunications ETF in 2015 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

56% more capital invested

Capital invested by funds: $253M → $395M (+$142M)

41% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 27

9% more funds holding

Funds holding: 101 → 110 (+9)

4.3% more ownership

Funds ownership: 60.24% → 64.54% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.17M

Holders
110
Holders Change
+9
Holders Change %
+8.91%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
38
Reduced
27
Closed
11
Calls
–
Puts
$1.17M
Net Calls
-$1.17M
Net Calls Change
-$59K

Top Buyers

Rank Fund Capital Flow
1
CI
Clal Insurance
Israel
+$57.3M
2
Bank of America
Bank of America
North Carolina
+$55.7M
3
Goldman Sachs
Goldman Sachs
New York
+$15.9M
4
SCCM
Schafer Cullen Capital Management
New York
+$15.6M
5
Citigroup
Citigroup
New York
+$8.95M

Top Sellers

Rank Fund Capital Flow
1
GA
Giralda Advisors
New York
-$25.4M
2
Morgan Stanley
Morgan Stanley
New York
-$16.8M
3
Jane Street
Jane Street
New York
-$2.08M
4
UCFA
United Capital Financial Advisors
Texas
-$1.92M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMBTD
51
First Midwest Bank Trust Division
Illinois
$509K – – –
CB
52
Commerce Bank
Missouri
$468K – – –
HF
53
HRT Financial
New York
$468K +$150K +5,150 +46%
HSBC Holdings
54
HSBC Holdings
United Kingdom
$433K – – –
US Bancorp
55
US Bancorp
Minnesota
$416K -$4.66K -160 -1%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$393K +$80.6K +2,768 +25%
BA
57
Bristlecone Advisors
Washington
$363K +$367K +12,598 New
CWM
58
Concert Wealth Management
California
$352K +$21.6K +741 +6%
PAG
59
Private Advisor Group
New Jersey
$327K +$23K +789 +7%
BHB
60
Bank Hapoalim BM
Israel
$323K +$327K +11,230 New
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$319K -$3.99K -137 -1%
OC
62
Oppenheimer & Co
New York
$316K -$4.31K -148 -1%
PMG
63
ProVise Management Group
Florida
$295K +$299K +10,253 New
SFT
64
Simmons First Trust
Arkansas
$290K +$293K +10,070 New
WHRC
65
W.H. Reaves & Co
New Jersey
$255K +$258K +8,870 New
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$251K -$2.42K -83 -0.9%
FFC
67
First Financial Corp
Indiana
$239K -$12.4K -425 -5%
FNT
68
First National Trust
Pennsylvania
$238K – – –
AAM
69
Aureus Asset Management
Massachusetts
$230K – – –
BRWA
70
B. Riley Wealth Advisors
Florida
$214K -$13.8K -474 -6%
HCMT
71
Highland Capital Management (Tennessee)
Tennessee
$214K – – –
AIG
72
American International Group
New York
$165K -$59.2K -2,032 -26%
JFGIW
73
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$146K +$123K +4,235 +507%
JIR
74
James Investment Research
Ohio
$144K – – –
IA
75
IFP Advisors
Florida
$128K +$129K +4,444 New
1 2
3
4 5

IYZ Hedge Fund Activity: Q4 2015 in Review

110 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q4 2015, worth a combined $395M — up 56% from $253M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IYZ positions and 11 closed out — a net gain of 9 holders — while 38 added to existing stakes and 27 trimmed.

The largest buyer was Clal Insurance, adding an estimated $57.3M. The largest seller was Giralda Advisors, cutting an estimated $25.4M.

  • 110 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q4 2015, up from 101 in Q3 2015.
  • Funds reported $395M of iShares US Telecommunications ETF stock for Q4 2015, up 56% quarter-over-quarter.
  • 20 funds opened new iShares US Telecommunications ETF positions in Q4 2015 and 11 closed out, a net change of +9 holders.
  • The largest iShares US Telecommunications ETF buyer in Q4 2015 was Clal Insurance, an estimated $57.3M added.
  • The largest iShares US Telecommunications ETF seller in Q4 2015 was Giralda Advisors, an estimated $25.4M sold.

Based on aggregated 13F filings for Q4 2015.