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iShares US Telecommunications ETF

112 hedge funds and large institutions have $314M invested in iShares US Telecommunications ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $2.08M | Put options by funds: $911K

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

17% more capital invested

Capital invested by funds: $269M → $314M (+$45M)

1.95% less ownership

Funds ownership: 65.23%63.28% (-2%)

6% less funds holding

Funds holding: 119112 (-7)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

54% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 39

Holders
112
Holders Change
-7
Holders Change %
-5.88%
% of All Funds
2.46%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
13
Increased
18
Reduced
39
Closed
18
Calls
$2.08M
Puts
$911K
Net Calls
+$1.17M
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$310K -$39.2K -1,337 -11%
RJA
52
Raymond James & Associates
Florida
$310K -$4.93K -168 -2%
SB
53
Simmons Bank
Arkansas
$298K
FWCM
54
Ferguson Wellman Capital Management
Oregon
$296K
Jane Street
55
Jane Street
New York
$267K +$268K +9,149 New
CDH
56
Charles D. Hyman
$266K
TRCT
57
Tower Research Capital (TRC)
New York
$264K -$1.9M -64,886 -88%
US Bancorp
58
US Bancorp
Minnesota
$261K
OC
59
Oppenheimer & Co
New York
$246K -$2.76K -94 -1%
NFP
60
Narus Financial Partners
Utah
$233K
FAAS
61
First Allied Advisory Services
California
$219K -$12.9K -440 -5%
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$218K -$1.5M -51,063 -87%
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$213K +$214K +7,282 New
Stifel Financial
64
Stifel Financial
Missouri
$203K +$202K +6,901 New
William Blair & Company
65
William Blair & Company
Illinois
$138K
Fidelity Investments
66
Fidelity Investments
Massachusetts
$92K +$1.11K +38 +1%
CMBA
67
C.M. Bidwell & Associates
Hawaii
$90K +$35.9K +1,225 +66%
EWM
68
Endurance Wealth Management
Rhode Island
$68K +$13.9K +475 +26%
PA
69
Parallel Advisors
California
$65K
LTFS
70
Ladenburg Thalmann Financial Services
Florida
$63K +$59 +2 +0.1%
MPWT
71
MassMutual Private Wealth & Trust
Connecticut
$51K
FDCDDQ
72
Federation des caisses Desjardins du Quebec
Quebec, Canada
$45.4K -$32.3K -1,100 -41%
SFS
73
Sowell Financial Services
Arkansas
$43K +$43K +1,465 New
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$39K
IBOK
75
Independence Bank of Kentucky
Kentucky
$38K -$10.4K -355 -22%

IYZ Hedge Fund Activity: Q3 2019 in Review

112 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q3 2019, worth a combined $314M — up 17% from $269M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of IYZ and 13 opened new positions — a net loss of 5 holders — while 39 trimmed existing stakes and 18 added.

The largest buyer was AMP Capital Investors, opening a new position worth an estimated $27.6M. The largest seller was Credit Suisse, exiting entirely with an estimated $9.84M sold.

  • 112 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q3 2019, down from 119 in Q2 2019.
  • Funds reported $314M of iShares US Telecommunications ETF stock for Q3 2019, up 17% quarter-over-quarter.
  • 13 funds opened new iShares US Telecommunications ETF positions in Q3 2019 and 18 closed out, a net change of -5 holders.
  • The largest iShares US Telecommunications ETF buyer in Q3 2019 was AMP Capital Investors, an estimated $27.6M added.
  • The largest iShares US Telecommunications ETF seller in Q3 2019 was Credit Suisse, an estimated $9.84M sold.

Based on aggregated 13F filings for Q3 2019.