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iShares US Telecommunications ETF
IYZ

124 hedge funds and large institutions have $280M invested in iShares US Telecommunications ETF in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 23 increasing their positions, 43 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 16

4% more funds holding

Funds holding: 119 → 124 (+5)

4% more capital invested

Capital invested by funds: $269M → $280M (+$10.9M)

12.08% less ownership

Funds ownership: 68.32% → 56.24% (-12%)

47% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 43

Holders
124
Holders Change
+5
Holders Change %
+4.2%
% of All Funds
2.68%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
23
Reduced
43
Closed
16
Calls
$1.91M
Puts
–
Net Calls
+$1.91M
Net Calls Change
+$44K

Top Buyers

1
WP
WealthSource Partners
California
+$7.41M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$6.71M
3
ASN
Advisory Services Network
Georgia
+$3.72M
4
TEE
Tibra Equities Europe
United Kingdom
+$3.37M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.78M

Top Sellers

1
SCCM
Schafer Cullen Capital Management
New York
-$21.3M
2
Morgan Stanley
Morgan Stanley
New York
-$21.3M
3
UBS Group
UBS Group
Switzerland
-$2.87M
4
IWA
IBEX Wealth Advisors
New Jersey
-$2.1M
5
TFA
Transamerica Financial Advisors
Florida
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
V
51
Veritable
Delaware
$530K – – –
CFGS
52
Concourse Financial Group Securities
Alabama
$523K -$406K -14,178 -45%
CAGAS
53
Capital Advisory Group Advisory Services
Minnesota
$518K -$87.6K -3,059 -15%
CB
54
Commerce Bank
Missouri
$514K – – –
HIS
55
Harvest Investment Services
Illinois
$503K +$479K +16,732 New
FCI
56
Financial Counselors Inc
Kansas
$485K -$2.86K -100 -0.6%
FWCM
57
Ferguson Wellman Capital Management
Oregon
$363K -$254K -8,890 -42%
AI
58
Atria Investments
North Carolina
$330K +$52.6K +1,836 +20%
SB
59
Simmons Bank
Arkansas
$303K +$292K +10,200 New
LTFS
60
Ladenburg Thalmann Financial Services
Florida
$302K -$2.63K -92 -0.9%
Stifel Financial
61
Stifel Financial
Missouri
$282K -$88.5K -3,091 -25%
CDH
62
Charles D. Hyman
$271K – – –
US Bancorp
63
US Bancorp
Minnesota
$266K -$15.9K -555 -6%
OC
64
Oppenheimer & Co
New York
$245K -$25.6K -895 -10%
Prudential Financial
65
Prudential Financial
New Jersey
$244K +$235K +8,210 New
FAAS
66
First Allied Advisory Services
California
$242K – – –
JMPWA
67
JP Morgan Private Wealth Advisors
California
$242K +$233K +8,154 New
ARG
68
Advisory Resource Group
Oklahoma
$219K +$213K +7,446 New
SS
69
Sunbelt Securities
Texas
$203K +$195K +6,810 New
William Blair & Company
70
William Blair & Company
Illinois
$141K -$59.4K -2,075 -30%
FDCDDQ
71
Federation des caisses Desjardins du Quebec
Quebec, Canada
$113K -$19.5K -680 -15%
EDRH
72
Edmond de Rothschild Holding
Switzerland
$105K – – –
Fidelity Investments
73
Fidelity Investments
Massachusetts
$90K +$76.7K +2,680 +817%
PA
74
Parallel Advisors
California
$67K – – –
Citigroup
75
Citigroup
New York
$61K +$54.4K +1,902 +1,285%
1 2
3
4 5

IYZ Hedge Fund Activity: Q1 2019 in Review

124 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q1 2019, worth a combined $280M — up 4.1% from $269M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IYZ positions and 16 closed out — a net gain of 8 holders — while 23 added to existing stakes and 43 trimmed.

The largest buyer was WealthSource Partners, opening a new position worth an estimated $7.41M. The largest seller was Schafer Cullen Capital Management, exiting entirely with an estimated $21.3M sold.

  • 124 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q1 2019, up from 119 in Q4 2018.
  • Funds reported $280M of iShares US Telecommunications ETF stock for Q1 2019, up 4.1% quarter-over-quarter.
  • 24 funds opened new iShares US Telecommunications ETF positions in Q1 2019 and 16 closed out, a net change of +8 holders.
  • The largest iShares US Telecommunications ETF buyer in Q1 2019 was WealthSource Partners, an estimated $7.41M added.
  • The largest iShares US Telecommunications ETF seller in Q1 2019 was Schafer Cullen Capital Management, an estimated $21.3M sold.

Based on aggregated 13F filings for Q1 2019.