We are live on ! Find out more
IYZ icon

iShares US Telecommunications ETF

123 hedge funds and large institutions have $359M invested in iShares US Telecommunications ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $1.92M | Put options by funds: $654K

41% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 29

2.4% more ownership

Funds ownership: 75.68%78.08% (+2.4%)

3% more capital invested

Capital invested by funds: $350M → $359M (+$9.7M)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

2% less funds holding

Funds holding: 125123 (-2)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
123
Holders Change
-2
Holders Change %
-1.6%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
41
Reduced
29
Closed
13
Calls
$1.92M
Puts
$654K
Net Calls
+$1.26M
Net Calls Change
-$389K
Name Holding Trade Value Shares
Change
Change in
Stake
AWS
51
AJ Wealth Strategies
New York
$434K
William Blair & Company
52
William Blair & Company
Illinois
$412K
DC
53
Davenport & Co
Virginia
$401K -$49.5K -1,492 -11%
Ameriprise
54
Ameriprise
Minnesota
$374K -$121K -3,645 -24%
V
55
Veritable
Delaware
$369K
IP
56
Investment Partners
Ohio
$329K
SB
57
Simmons Bank
Arkansas
$328K
Stifel Financial
58
Stifel Financial
Missouri
$326K +$68.2K +2,056 +26%
CDH
59
Charles D. Hyman
$302K
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$291K +$291K +8,785 New
HCP
61
Hexagon Capital Partners
Arkansas
$286K +$285K +8,600 New
Osaic Holdings
62
Osaic Holdings
Arizona
$285K -$25.8K -777 -8%
SWMP
63
Signature Wealth Management Partners
New Jersey
$282K
JMPWA
64
JP Morgan Private Wealth Advisors
California
$280K +$4.28K +129 +2%
Jane Street
65
Jane Street
New York
$277K -$468K -14,104 -63%
PAG
66
Private Advisor Group
New Jersey
$263K -$9.19K -277 -3%
OC
67
Oppenheimer & Co
New York
$248K -$3.32K -100 -1%
Two Sigma Investments
68
Two Sigma Investments
New York
$243K -$1.74M -52,600 -88%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$234K +$23.7K +716 +11%
SIC
70
Sigma Investment Counselors
Michigan
$232K +$232K +6,991 New
AAMA
71
Advanced Asset Management Advisors
Ohio
$226K -$2.25K -68 -1%
SS
72
Sunbelt Securities
Texas
$223K +$4.54K +137 +2%
BA
73
Bridge Advisory
California
$210K +$763 +23 +0.4%
CT
74
Chicago Trust
Illinois
$208K
US Bancorp
75
US Bancorp
Minnesota
$159K -$50.2K -1,515 -24%

IYZ Hedge Fund Activity: Q2 2021 in Review

123 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q2 2021, worth a combined $359M — up 2.8% from $350M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of IYZ and 12 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 41 added.

The largest buyer was Russell Investments Group, opening a new position worth an estimated $36.5M. The largest seller was International Assets Investment Management, exiting entirely with an estimated $48.5M sold.

  • 123 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q2 2021, down from 125 in Q1 2021.
  • Funds reported $359M of iShares US Telecommunications ETF stock for Q2 2021, up 2.8% quarter-over-quarter.
  • 12 funds opened new iShares US Telecommunications ETF positions in Q2 2021 and 13 closed out, a net change of -1 holder.
  • The largest iShares US Telecommunications ETF buyer in Q2 2021 was Russell Investments Group, an estimated $36.5M added.
  • The largest iShares US Telecommunications ETF seller in Q2 2021 was International Assets Investment Management, an estimated $48.5M sold.

Based on aggregated 13F filings for Q2 2021.