iShares US Telecommunications ETF
IYZ
102 hedge funds and large institutions have $219M invested in iShares US Telecommunications ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 36 reducing their positions, and 23 closing their positions.
292% more call options, than puts
Call options by funds: $1.62M | Put options by funds: $413K
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
2.65% more ownership
Funds ownership: 70.19% → 72.84% (+2.6%)
13% less funds holding
Funds holding: 117 → 102 (-15)
20% less capital invested
Capital invested by funds: $275M → $219M (-$56.1M)
42% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 36
48% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$11.4M |
| 2 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
+$5.14M |
| 3 |
SCCM
Schafer Cullen Capital Management
New York
|
+$2.4M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.51M |
| 5 |
KCM
Karp Capital Management
Sausalito,
California
|
+$1.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
-$16.2M |
| 2 |
Barclays
London,
United Kingdom
|
-$7.47M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$4.47M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
-$3.68M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.63M |
IYZ Hedge Fund Activity: Q1 2020 in Review
102 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q1 2020, worth a combined $219M — down 20% from $275M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of IYZ and 12 opened new positions — a net loss of 11 holders — while 36 trimmed existing stakes and 21 added.
The largest buyer was JP Morgan Chase, adding an estimated $11.4M. The largest seller was Lockheed Martin Investment Management, cutting an estimated $16.2M.
- 102 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q1 2020, down from 117 in Q4 2019.
- Funds reported $219M of iShares US Telecommunications ETF stock for Q1 2020, down 20% quarter-over-quarter.
- 12 funds opened new iShares US Telecommunications ETF positions in Q1 2020 and 23 closed out, a net change of -11 holders.
- The largest iShares US Telecommunications ETF buyer in Q1 2020 was JP Morgan Chase, an estimated $11.4M added.
- The largest iShares US Telecommunications ETF seller in Q1 2020 was Lockheed Martin Investment Management, an estimated $16.2M sold.
Based on aggregated 13F filings for Q1 2020.