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iShares US Telecommunications ETF
IYZ

112 hedge funds and large institutions have $397M invested in iShares US Telecommunications ETF in 2016 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 28 increasing their positions, 38 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

14% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 21

6.99% more ownership

Funds ownership: 64.54% → 71.53% (+7%)

2% more funds holding

Funds holding: 110 → 112 (+2)

1% more capital invested

Capital invested by funds: $395M → $397M (+$2.05M)

26% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 38

Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
2.98%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
24
Increased
28
Reduced
38
Closed
21
Calls
$842K
Puts
–
Net Calls
+$842K
Net Calls Change
+$2.01M

Top Buyers

1
LPL Financial
LPL Financial
California
+$17.7M
2
ACM
Arlington Capital Management
Illinois
+$16M
3
AP
Advisors Preferred
Maryland
+$9.62M
4
QA
Quantitative Advantage
Minnesota
+$9.04M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$5.25M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$47M
2
SCCM
Schafer Cullen Capital Management
New York
-$18.2M
3
CI
Clal Insurance
Israel
-$9.36M
4
GA
Giralda Advisors
New York
-$5.63M
5
UFA
US Financial Advisors
Massachusetts
-$5.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIG
51
American International Group
New York
$726K +$508K +17,924 +313%
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$713K -$399K -14,072 -38%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$589K -$881K -31,104 -62%
TFA
54
Transamerica Financial Advisors
Florida
$582K +$536K +18,932 New
FCI
55
Financial Counselors Inc
Kansas
$552K -$51K -1,800 -9%
FMBTD
56
First Midwest Bank Trust Division
Illinois
$544K – – –
CB
57
Commerce Bank
Missouri
$490K -$9.77K -345 -2%
HSBC Holdings
58
HSBC Holdings
United Kingdom
$462K – – –
CWM
59
Concert Wealth Management
California
$383K -$1.64K -58 -0.5%
US Bancorp
60
US Bancorp
Minnesota
$362K -$75.4K -2,660 -18%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$347K +$6.86K +242 +2%
LSA
62
L & S Advisors
California
$318K +$293K +10,342 New
BA
63
Bristlecone Advisors
Washington
$311K -$70.3K -2,483 -20%
SB
64
Simmons Bank
Arkansas
$309K +$285K +10,070 New
BTS
65
BB&T Securities
Virginia
$270K +$249K +8,804 New
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$259K -$8.27K -292 -3%
DJSG
67
D.J. St. Germain
Massachusetts
$240K +$221K +7,805 New
FFC
68
First Financial Corp
Indiana
$234K -$19.4K -685 -8%
HCMT
69
Highland Capital Management (Tennessee)
Tennessee
$229K – – –
BRWA
70
B. Riley Wealth Advisors
Florida
$229K +$1.42K +50 +0.7%
FNT
71
First National Trust
Pennsylvania
$218K -$32.8K -1,157 -14%
LTFS
72
Ladenburg Thalmann Financial Services
Florida
$207K +$121K +4,258 +171%
HighTower Advisors
73
HighTower Advisors
Illinois
$207K +$188K +6,650 New
JIR
74
James Investment Research
Ohio
$148K -$5.1K -180 -4%
Carson Wealth (CWM LLC)
75
Carson Wealth (CWM LLC)
Nebraska
$117K +$107K +3,793 New
1 2
3
4 5

IYZ Hedge Fund Activity: Q1 2016 in Review

112 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q1 2016, worth a combined $397M — up 0.52% from $395M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IYZ positions and 21 closed out — a net gain of 3 holders — while 28 added to existing stakes and 38 trimmed.

The largest buyer was LPL Financial, adding an estimated $17.7M. The largest seller was Bank of America, cutting an estimated $47M.

  • 112 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q1 2016, up from 110 in Q4 2015.
  • Funds reported $397M of iShares US Telecommunications ETF stock for Q1 2016, up 0.52% quarter-over-quarter.
  • 24 funds opened new iShares US Telecommunications ETF positions in Q1 2016 and 21 closed out, a net change of +3 holders.
  • The largest iShares US Telecommunications ETF buyer in Q1 2016 was LPL Financial, an estimated $17.7M added.
  • The largest iShares US Telecommunications ETF seller in Q1 2016 was Bank of America, an estimated $47M sold.

Based on aggregated 13F filings for Q1 2016.