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iShares US Telecommunications ETF
IYZ

Overview Fund Activity

136 hedge funds and large institutions have $569M invested in iShares US Telecommunications ETF in 2016 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+24
Holders Change %
+21.43%
% of All Funds
3.63%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
39
Increased
40
Reduced
35
Closed
15
Calls
$2.39M
Puts
$809K
Net Calls
+$1.58M
Net Calls Change
+$740K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$65.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$61.2M
3
SWA
3
SFMG Wealth Advisors
Texas
$22.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$27M
5
BWM
5
Braver Wealth Management
Massachusetts
$7.3M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$12.1M
2
Citigroup
2
Citigroup
New York
$5.01M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
4
AP
4
Advisors Preferred
Maryland
$5.06M
5
UBS Group
5
UBS Group
Switzerland
$8.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
51
NBT Bank
New York
$1.16M -$76.1K -2,284 -6%
WA
52
WESPAC Advisors
California
$1.08M +$156K +4,677 +17%
MBT
53
Monroe Bank & Trust
Michigan
$1M -$158K -4,745 -14%
KIA
54
KCM Investment Advisors
California
$929K -$1.33K -40 -0.1%
FAAS
55
First Allied Advisory Services
California
$925K +$925K +27,886 New
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$889K +$608K +18,259 +217%
SCA
57
Stillwater Capital Advisors
Pennsylvania
$887K +$15.8K +474 +2%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$855K +$61.4K +1,845 +8%
BOTW
59
Bank of the West
California
$826K -$111K -3,324 -12%
BNP Paribas Financial Markets
60
BNP Paribas Financial Markets
France
$763K -$8.86K -266 -1%
PAM
61
PVG Asset Management
Colorado
$750K +$750K +22,535 New
CB
62
Commerce Bank
Missouri
$687K +$156K +4,696 +29%
CI
63
Cavalier Investments
Georgia
$611K +$611K +18,340 New
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$606K -$31.9K -959 -5%
FCI
65
Financial Counselors Inc
Kansas
$598K – – –
FMBTD
66
First Midwest Bank Trust Division
Illinois
$589K – – –
FA
67
FDx Advisors
Illinois
$575K +$575K +17,279 New
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$544K +$168K +5,034 +45%
AIA
69
Allegis Investment Advisors
Idaho
$530K +$530K +16,238 New
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$513K -$671K -20,126 -57%
HSBC Holdings
71
HSBC Holdings
United Kingdom
$501K – – –
CWM
72
Concert Wealth Management
California
$436K +$24.5K +733 +6%
BFM
73
Boothbay Fund Management
New York
$431K +$431K +12,954 New
AGM
74
Alpine Global Management
New York
$417K +$417K +12,534 New
WSTAM
75
Wilbanks Smith & Thomas Asset Management
Virginia
$414K -$409K -12,265 -50%
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