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iShares US Telecommunications ETF
IYZ

Overview Fund Activity

117 hedge funds and large institutions have $275M invested in iShares US Telecommunications ETF in 2019 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 21 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+5
Holders Change %
+4.46%
% of All Funds
2.31%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
22
Increased
21
Reduced
40
Closed
17
Calls
$1.48M
Puts
$409K
Net Calls
+$1.07M
Net Calls Change
-$95K

Top Buyers

1
Barclays
Barclays
United Kingdom
$7.47M
2
Goldman Sachs
Goldman Sachs
New York
$7.58M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$5.71M
4
CA
Cumberland Advisors
Florida
$14.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.6M

Top Sellers

1
ACI
AMP Capital Investors
Australia
$0
2
TEE
Tibra Equities Europe
United Kingdom
$2.13M
3
PL
Polianta Ltd
Jersey
$0
4
TAM
Tocqueville Asset Management
New York
$1.54M
5
WP
WealthSource Partners
California
$2.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
51
Advisor Group
Arizona
$317K -$68.8K -2,299 -18%
SB
52
Simmons Bank
Arkansas
$304K – – –
FWCM
53
Ferguson Wellman Capital Management
Oregon
$303K – – –
CAGAS
54
Capital Advisory Group Advisory Services
Minnesota
$297K -$21.4K -713 -7%
CDH
55
Charles D. Hyman
$272K – – –
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$258K -$59.2K -1,983 -19%
NFP
57
Narus Financial Partners
Utah
$238K – – –
OC
58
Oppenheimer & Co
New York
$237K -$15.4K -515 -6%
DC
59
Davenport & Co
Virginia
$225K +$225K +7,522 New
FAAS
60
First Allied Advisory Services
California
$224K -$772 -26 -0.3%
Stifel Financial
61
Stifel Financial
Missouri
$202K -$4.98K -166 -2%
US Bancorp
62
US Bancorp
Minnesota
$188K -$79.2K -2,650 -30%
OAM
63
Oppenheimer Asset Management
New York
$155K +$155K +5,190 New
William Blair & Company
64
William Blair & Company
Illinois
$142K – – –
ASN
65
Advisory Services Network
Georgia
$114K +$106K +3,551 +1,366%
Fidelity Investments
66
Fidelity Investments
Massachusetts
$93K -$598 -20 -0.6%
CMBA
67
C.M. Bidwell & Associates
Hawaii
$92K – – –
JPMorgan Chase & Co
68
JPMorgan Chase & Co
New York
$72K -$1.53M -51,274 -96%
EWM
69
Endurance Wealth Management
Rhode Island
$69K – – –
PA
70
Parallel Advisors
California
$67K – – –
HWA
71
HCR Wealth Advisors
California
$65K +$65K +2,190 New
SFS
72
Sowell Financial Services
Arkansas
$60K +$15.9K +529 +36%
LTFS
73
Ladenburg Thalmann Financial Services
Florida
$57K -$7.99K -267 -12%
KPW
74
Kore Private Wealth
New York
$44K +$44K +1,488 New
JSC
75
Jackson Square Capital
California
$43K +$43K +1,430 New
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