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iShares US Telecommunications ETF
IYZ

Overview Fund Activity

120 hedge funds and large institutions have $239M invested in iShares US Telecommunications ETF in 2017 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 14 closing their positions.

Holders
120
Holders Change
+14
Holders Change %
+13.21%
% of All Funds
2.73%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
34
Reduced
32
Closed
14
Calls
$2.73M
Puts
$4.87M
Net Calls
-$2.14M
Net Calls Change
-$2.16M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$53M
2
PWM
2
Patriot Wealth Management
Texas
$8.11M
3
FIM
3
Foresters Investment Management
New York
$5.88M
4
Morgan Stanley
4
Morgan Stanley
New York
$41.5M
5
SCCM
5
Schafer Cullen Capital Management
New York
$2.46M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$934K
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$246K
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$5.1M
4
EDRH
4
Edmond de Rothschild Holding
Switzerland
$0
5
TSS
5
Two Sigma Securities
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
51
Grimes & Company
Massachusetts
$438K +$438K +14,881 New
UR
52
USCA RIA
Texas
$427K +$427K +14,523 New
JIC
53
Johnson Investment Counsel
Ohio
$387K +$106K +3,599 +38%
FAAS
54
First Allied Advisory Services
California
$381K +$5.36K +183 +1%
BCM
55
BlueCrest Capital Management
Jersey
$369K -$148K -5,015 -29%
HWA
56
HCR Wealth Advisors
California
$369K -$43.5K -1,480 -11%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$359K +$45.8K +1,554 +15%
TFF
58
The Family Firm
Maryland
$317K +$317K +10,781 New
MMG
59
Monetary Management Group
Missouri
$303K +$53K +1,800 +21%
MPWT
60
MassMutual Private Wealth & Trust
Connecticut
$301K +$223K +7,575 +283%
MIA
61
MainStreet Investment Advisors
Illinois
$301K +$301K +10,250 New
US Bancorp
62
US Bancorp
Minnesota
$299K – – –
SFG
63
StrategIQ Financial Group
Indiana
$287K +$1.18K +40 +0.4%
MBTD
64
Mechanics Bank - Trust Department
California
$281K +$5K +170 +2%
OC
65
Oppenheimer & Co
New York
$262K -$1.88K -64 -0.7%
JPMorgan Chase & Co
66
JPMorgan Chase & Co
New York
$246K -$20.3M -689,613 -99%
BA
67
Bristlecone Advisors
Washington
$215K – – –
Verition Fund Management
68
Verition Fund Management
Connecticut
$214K -$58.2K -1,980 -21%
GCMG
69
Gyroscope Capital Management Group
Florida
$201K +$201K +6,834 New
LTFS
70
Ladenburg Thalmann Financial Services
Florida
$197K -$5.23K -178 -3%
SG Americas Securities
71
SG Americas Securities
New York
$182K +$11K +374 +6%
NSIM
72
North Star Investment Management
Illinois
$115K +$115K +3,910 New
AG
73
Advisor Group
Arizona
$112K -$7.56K -256 -6%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$104K -$17.1K -579 -14%
IA
75
IFP Advisors
Florida
$80K -$37.3K -1,269 -32%
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