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iShares US Telecommunications ETF
IYZ

124 hedge funds and large institutions have $298M invested in iShares US Telecommunications ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $779K

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

1% more funds holding

Funds holding: 123 → 124 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7.25% less ownership

Funds ownership: 78.08% → 70.83% (-7.3%)

13% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 39

17% less capital invested

Capital invested by funds: $359M → $298M (-$61.6M)

Holders
124
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
34
Reduced
39
Closed
11
Calls
$1.74M
Puts
$779K
Net Calls
+$964K
Net Calls Change
-$300K

Top Buyers

1
Citigroup
Citigroup
New York
+$2.47M
2
Goldman Sachs
Goldman Sachs
New York
+$1.91M
3
Two Sigma Investments
Two Sigma Investments
New York
+$1.6M
4
Wells Fargo
Wells Fargo
California
+$1.56M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$812K

Top Sellers

1
Russell Investments Group
Russell Investments Group
United Kingdom
-$36.6M
2
Millennium Management
Millennium Management
New York
-$9.12M
3
LMIM
Lockheed Martin Investment Management
Maryland
-$6.58M
4
Bank of America
Bank of America
North Carolina
-$5.15M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$4.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
Comerica Bank
51
Comerica Bank
Texas
$437K -$34 -1 -0%
FMWA
52
Forvis Mazars Wealth Advisors
Missouri
$435K – – –
AWS
53
AJ Wealth Strategies
New York
$424K – – –
William Blair & Company
54
William Blair & Company
Illinois
$402K – – –
Stifel Financial
55
Stifel Financial
Missouri
$378K +$61.2K +1,816 +18%
V
56
Veritable
Delaware
$361K – – –
EL
57
Essex LLC
Illinois
$347K +$360K +10,685 New
Prudential Financial
58
Prudential Financial
New Jersey
$346K +$360K +10,670 New
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$333K +$50.3K +1,491 +17%
IP
60
Investment Partners
Ohio
$321K – – –
SB
61
Simmons Bank
Arkansas
$310K -$10.1K -300 -3%
CDH
62
Charles D. Hyman
$295K – – –
JMPWA
63
JP Morgan Private Wealth Advisors
California
$294K +$21.6K +642 +8%
Cetera Investment Advisers
64
Cetera Investment Advisers
Illinois
$287K +$60.2K +1,787 +25%
HCP
65
Hexagon Capital Partners
Arkansas
$279K – – –
SWMP
66
Signature Wealth Management Partners
New Jersey
$276K – – –
Osaic Holdings
67
Osaic Holdings
Arizona
$274K -$4.48K -133 -2%
Citadel Advisors
68
Citadel Advisors
Florida
$269K +$280K +8,300 New
FTUS
69
Flow Traders U.S.
New York
$264K -$229K -6,781 -45%
PAG
70
Private Advisor Group
New Jersey
$249K -$7.89K -234 -3%
AAMA
71
Advanced Asset Management Advisors
Ohio
$233K +$12.5K +370 +5%
MML Investors Services
72
MML Investors Services
Massachusetts
$225K +$234K +6,948 New
SS
73
Sunbelt Securities
Texas
$223K – – –
ECM
74
ExodusPoint Capital Management
New York
$222K +$230K +6,835 New
CT
75
Chicago Trust
Illinois
$204K – – –
1 2
3
4 5

IYZ Hedge Fund Activity: Q3 2021 in Review

124 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q3 2021, worth a combined $298M — down 17% from $359M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IYZ positions and 11 closed out — a net gain of 3 holders — while 34 added to existing stakes and 39 trimmed.

The largest buyer was Citigroup, adding an estimated $2.47M. The largest seller was Russell Investments Group, exiting entirely with an estimated $36.6M sold.

  • 124 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q3 2021, up from 123 in Q2 2021.
  • Funds reported $298M of iShares US Telecommunications ETF stock for Q3 2021, down 17% quarter-over-quarter.
  • 14 funds opened new iShares US Telecommunications ETF positions in Q3 2021 and 11 closed out, a net change of +3 holders.
  • The largest iShares US Telecommunications ETF buyer in Q3 2021 was Citigroup, an estimated $2.47M added.
  • The largest iShares US Telecommunications ETF seller in Q3 2021 was Russell Investments Group, an estimated $36.6M sold.

Based on aggregated 13F filings for Q3 2021.