We are live on ! Find out more
IYZ icon

iShares US Telecommunications ETF
IYZ

115 hedge funds and large institutions have $314M invested in iShares US Telecommunications ETF in 2017 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 38 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more call options, than puts

Call options by funds: $1.39M | Put options by funds: $1.09M

2.2% more ownership

Funds ownership: 72.98% → 75.19% (+2.2%)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less funds holding

Funds holding: 116 → 115 (-1)

11% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 38

20% less capital invested

Capital invested by funds: $392M → $314M (-$78.8M)

Holders
115
Holders Change
-1
Holders Change %
-0.86%
% of All Funds
2.87%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
34
Reduced
38
Closed
18
Calls
$1.39M
Puts
$1.09M
Net Calls
+$302K
Net Calls Change
+$1.88M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$36.7M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$9.93M
3
Morgan Stanley
Morgan Stanley
New York
+$5.72M
4
Bank of America
Bank of America
North Carolina
+$5.05M
5
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
+$3.97M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$75.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$12.9M
3
UCFA
United Capital Financial Advisors
Texas
-$12.7M
4
PWM
Patriot Wealth Management
Texas
-$7.24M
5
JG
Jefferies Group
New York
-$2.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
Prudential Financial
51
Prudential Financial
New Jersey
$355K +$364K +11,000 New
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$353K -$888K -26,814 -71%
TH
53
Timber Hill
Connecticut
$349K +$358K +10,816 New
BTS
54
BB&T Securities
Virginia
$346K +$114K +3,443 +47%
OMC
55
Old Mission Capital
Illinois
$340K +$349K +10,554 New
US Bancorp
56
US Bancorp
Minnesota
$334K -$26.5K -800 -7%
MBTD
57
Mechanics Bank - Trust Department
California
$311K -$406K -12,253 -56%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$307K -$1.47M -44,280 -82%
CMBA
59
C.M. Bidwell & Associates
Hawaii
$306K +$314K +9,480 New
GT
60
Greenleaf Trust
Michigan
$305K – – –
OC
61
Oppenheimer & Co
New York
$303K -$1.79K -54 -0.6%
JIC
62
Johnson Investment Counsel
Ohio
$264K – – –
SFG
63
StrategIQ Financial Group
Indiana
$253K +$259K +7,829 New
SB
64
Simmons Bank
Arkansas
$239K -$4.63K -140 -2%
BA
65
Bristlecone Advisors
Washington
$236K – – –
Bank of Nova Scotia
66
Bank of Nova Scotia
Ontario, Canada
$229K +$235K +7,100 New
HighTower Advisors
67
HighTower Advisors
Illinois
$215K – – –
FNT
68
First National Trust
Pennsylvania
$209K -$4.14K -125 -2%
LTFS
69
Ladenburg Thalmann Financial Services
Florida
$206K +$19.9K +600 +10%
AG
70
Advisor Group
Arizona
$175K -$312K -9,438 -63%
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$144K -$10.8K -326 -7%
IA
72
IFP Advisors
Florida
$140K -$387K -11,705 -73%
CTC
73
Central Trust Company
Missouri
$131K +$135K +4,084 New
SG Americas Securities
74
SG Americas Securities
New York
$119K +$122K +3,699 New
Envestnet Asset Management
75
Envestnet Asset Management
Illinois
$114K -$12.9M -389,544 -99%
1 2
3
4 5

IYZ Hedge Fund Activity: Q2 2017 in Review

115 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q2 2017, worth a combined $314M — down 20% from $392M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IYZ positions and 18 closed out — a net gain of 1 holder — while 34 added to existing stakes and 38 trimmed.

The largest buyer was Ameriprise, adding an estimated $36.7M. The largest seller was Barclays, cutting an estimated $75.6M.

  • 115 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q2 2017, down from 116 in Q1 2017.
  • Funds reported $314M of iShares US Telecommunications ETF stock for Q2 2017, down 20% quarter-over-quarter.
  • 19 funds opened new iShares US Telecommunications ETF positions in Q2 2017 and 18 closed out, a net change of +1 holder.
  • The largest iShares US Telecommunications ETF buyer in Q2 2017 was Ameriprise, an estimated $36.7M added.
  • The largest iShares US Telecommunications ETF seller in Q2 2017 was Barclays, an estimated $75.6M sold.

Based on aggregated 13F filings for Q2 2017.