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iShares US Telecommunications ETF
IYZ

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
-15
Holders Change %
-12.82%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
12
Increased
21
Reduced
36
Closed
23
Calls
$1.62M
Puts
$413K
Net Calls
+$1.21M
Net Calls Change
+$135K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$10M
2
QA
2
Quantitative Advantage
Minnesota
$4.48M
3
SCCM
3
Schafer Cullen Capital Management
New York
$3.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.32M
5
KCM
5
Karp Capital Management
California
$6.57M

Top Sellers

1
LMIM
1
Lockheed Martin Investment Management
Maryland
$57.3M
2
Barclays
2
Barclays
United Kingdom
$0
3
UBS Group
3
UBS Group
Switzerland
$4.47M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$4.11M
5
Bank of America
5
Bank of America
North Carolina
$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CDH
51
Charles D. Hyman
$226K – – –
DC
52
Davenport & Co
Virginia
$218K +$30.9K +1,242 +17%
William Blair & Company
53
William Blair & Company
Illinois
$213K +$95.1K +3,825 +81%
US Bancorp
54
US Bancorp
Minnesota
$156K – – –
Fidelity Investments
55
Fidelity Investments
Massachusetts
$90K +$13K +524 +17%
CAGAS
56
Capital Advisory Group Advisory Services
Minnesota
$80K -$162K -6,628 -67%
EWM
57
Endurance Wealth Management
Rhode Island
$64K +$6.46K +260 +11%
PA
58
Parallel Advisors
California
$55K – – –
HWA
59
HCR Wealth Advisors
California
$54K – – –
ASN
60
Advisory Services Network
Georgia
$41K -$53.6K -2,159 -57%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$39K – – –
OAM
62
Oppenheimer Asset Management
New York
$36K -$93.2K -3,744 -72%
FWM
63
FSA Wealth Management
Massachusetts
$36K – – –
Bank of Montreal
64
Bank of Montreal
Ontario, Canada
$34K – – –
SFS
65
Sowell Financial Services
Arkansas
$32K -$17.5K -704 -35%
FDCDDQ
66
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28K -$4.97K -200 -15%
IBOK
67
Independence Bank of Kentucky
Kentucky
$27K -$4.98K -200 -16%
MPWT
68
MassMutual Private Wealth & Trust
Connecticut
$27K – – –
NFG
69
Next Financial Group
Texas
$19K -$25 -1 -0.1%
FMTCOCP
70
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$19K – – –
DCM
71
Davis Capital Management
Florida
$19K +$19K +775 New
BFEC
72
Benjamin F. Edwards & Company
Missouri
$17K -$3.04K -120 -15%
Citigroup
73
Citigroup
New York
$17K – – –
First Manhattan
74
First Manhattan
New York
$16K +$16K +667 New
IA
75
IFP Advisors
Florida
$16K +$15.7K +680 +4,857%
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3
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