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iShares US Telecommunications ETF
IYZ

106 hedge funds and large institutions have $271M invested in iShares US Telecommunications ETF in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 36 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more call options, than puts

Call options by funds: $1.47M | Put options by funds: $1.45M

8% less funds holding

Funds holding: 115 → 106 (-9)

8.07% less ownership

Funds ownership: 75.19% → 67.11% (-8.1%)

11% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 36

14% less capital invested

Capital invested by funds: $314M → $271M (-$42.9M)

42% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 19

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
106
Holders Change
-9
Holders Change %
-7.83%
% of All Funds
2.64%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
32
Reduced
36
Closed
19
Calls
$1.47M
Puts
$1.45M
Net Calls
+$21K
Net Calls Change
-$281K

Top Buyers

1
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
+$9.28M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$7.86M
3
EDRH
Edmond de Rothschild Holding
Switzerland
+$6.03M
4
TSS
Two Sigma Securities
New York
+$5.71M
5
RCP
Rothschild Capital Partners
New York
+$1.78M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$31.6M
2
ACM
Arlington Capital Management
Illinois
-$21.5M
3
JP Morgan Chase
JP Morgan Chase
New York
-$6.57M
4
Bank of America
Bank of America
North Carolina
-$6.54M
5
Citigroup
Citigroup
New York
-$4.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
51
US Bancorp
Minnesota
$310K -$5.32K -169 -2%
SFG
52
StrategIQ Financial Group
Indiana
$296K +$59.6K +1,896 +24%
JIC
53
Johnson Investment Counsel
Ohio
$291K +$43.4K +1,381 +17%
TH
54
Timber Hill
Connecticut
$290K -$39.8K -1,265 -12%
GT
55
Greenleaf Trust
Michigan
$288K – – –
MBTD
56
Mechanics Bank - Trust Department
California
$285K -$7.93K -252 -3%
Verition Fund Management
57
Verition Fund Management
Connecticut
$281K +$291K +9,256 New
OC
58
Oppenheimer & Co
New York
$273K -$13.1K -418 -4%
MMG
59
Monetary Management Group
Missouri
$258K +$267K +8,500 New
CMBA
60
C.M. Bidwell & Associates
Hawaii
$247K -$42.3K -1,345 -14%
BA
61
Bristlecone Advisors
Washington
$222K – – –
SB
62
Simmons Bank
Arkansas
$218K -$8.02K -255 -3%
Bank of Nova Scotia
63
Bank of Nova Scotia
Ontario, Canada
$216K – – –
LTFS
64
Ladenburg Thalmann Financial Services
Florida
$209K +$15.2K +483 +8%
HighTower Advisors
65
HighTower Advisors
Illinois
$202K +$31 +1 +0%
SG Americas Securities
66
SG Americas Securities
New York
$177K +$66.7K +2,119 +57%
Carson Wealth (CWM LLC)
67
Carson Wealth (CWM LLC)
Nebraska
$125K -$10.9K -347 -8%
AG
68
Advisor Group
Arizona
$123K -$43.4K -1,379 -25%
IA
69
IFP Advisors
Florida
$121K -$10.9K -348 -8%
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$108K +$818 +26 +0.7%
MPWT
71
MassMutual Private Wealth & Trust
Connecticut
$81.3K -$2.36K -75 -3%
FDCDDQ
72
Federation des caisses Desjardins du Quebec
Quebec, Canada
$81.3K – – –
PA
73
Parallel Advisors
California
$76K – – –
EWM
74
Endurance Wealth Management
Rhode Island
$73K -$6.29K -200 -8%
SFSIG
75
San Francisco Sentry Investment Group
California
$64K – – –
1 2
3
4 5

IYZ Hedge Fund Activity: Q3 2017 in Review

106 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q3 2017, worth a combined $271M — down 14% from $314M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IYZ and 11 opened new positions — a net loss of 8 holders — while 36 trimmed existing stakes and 32 added.

The largest buyer was Public Sector Pension Investment Board (PSP Investments), adding an estimated $9.28M. The largest seller was Ameriprise, cutting an estimated $31.6M.

  • 106 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q3 2017, down from 115 in Q2 2017.
  • Funds reported $271M of iShares US Telecommunications ETF stock for Q3 2017, down 14% quarter-over-quarter.
  • 11 funds opened new iShares US Telecommunications ETF positions in Q3 2017 and 19 closed out, a net change of -8 holders.
  • The largest iShares US Telecommunications ETF buyer in Q3 2017 was Public Sector Pension Investment Board (PSP Investments), an estimated $9.28M added.
  • The largest iShares US Telecommunications ETF seller in Q3 2017 was Ameriprise, an estimated $31.6M sold.

Based on aggregated 13F filings for Q3 2017.