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iShares US Telecommunications ETF

159 hedge funds and large institutions have $438M invested in iShares US Telecommunications ETF in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 49 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 11

206% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $507K

81% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 27

47% more capital invested

Capital invested by funds: $298M → $438M (+$141M)

28% more funds holding

Funds holding: 124159 (+35)

10.89% more ownership

Funds ownership: 70.83%81.71% (+11%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
159
Holders Change
+35
Holders Change %
+28.23%
% of All Funds
2.45%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
46
Increased
49
Reduced
27
Closed
11
Calls
$1.55M
Puts
$507K
Net Calls
+$1.05M
Net Calls Change
+$82K
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$628K -$32.2K -1,001 -5%
FMC
52
First Merchants Corp
Indiana
$616K +$35.2K +1,093 +6%
TFF
53
The Family Firm
Maryland
$613K +$1.64K +51 +0.3%
ACP
54
Aveo Capital Partners
Colorado
$608K +$3.77K +117 +0.6%
TRCT
55
Tower Research Capital (TRC)
New York
$576K +$29.7K +922 +6%
ASFA
56
All Season Financial Advisors
Colorado
$557K +$544K +16,918 New
CIA
57
Capital Investment Advisors
Georgia
$508K -$33.8K -1,050 -6%
DC
58
Davenport & Co
Virginia
$488K -$12.3K -381 -3%
CB
59
Commerce Bank
Missouri
$469K
CFB
60
Cullen/Frost Bankers
Texas
$435K +$426K +13,233 New
AWS
61
AJ Wealth Strategies
New York
$430K
Two Sigma Investments
62
Two Sigma Investments
New York
$415K -$1.36M -42,300 -77%
William Blair & Company
63
William Blair & Company
Illinois
$414K +$6.15K +191 +2%
Comerica Bank
64
Comerica Bank
Texas
$412K -$64 -2 -0%
CCT
65
Country Club Trust
Missouri
$396K +$385K +11,950 New
FMWA
66
Forvis Mazars Wealth Advisors
Missouri
$379K -$60.4K -1,876 -14%
V
67
Veritable
Delaware
$366K
Commonwealth Equity Services
68
Commonwealth Equity Services
Massachusetts
$361K +$23.1K +719 +7%
SIC
69
Sigma Investment Counselors
Michigan
$355K +$347K +10,783 New
Chevy Chase Trust
70
Chevy Chase Trust
Maryland
$344K +$336K +10,455 New
FCI
71
Financial Counselors Inc
Kansas
$340K -$156K -4,850 -32%
EL
72
Essex LLC
Illinois
$336K -$15K -465 -4%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$328K +$36K +1,120 +13%
IP
74
Investment Partners
Ohio
$326K
SB
75
Simmons Bank
Arkansas
$315K

IYZ Hedge Fund Activity: Q4 2021 in Review

159 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q4 2021, worth a combined $438M — up 47% from $298M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IYZ positions and 11 closed out — a net gain of 35 holders — while 49 added to existing stakes and 27 trimmed.

The largest buyer was Prudential Financial, adding an estimated $156M. The largest seller was Lockheed Martin Investment Management, exiting entirely with an estimated $108M sold.

  • 159 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q4 2021, up from 124 in Q3 2021.
  • Funds reported $438M of iShares US Telecommunications ETF stock for Q4 2021, up 47% quarter-over-quarter.
  • 46 funds opened new iShares US Telecommunications ETF positions in Q4 2021 and 11 closed out, a net change of +35 holders.
  • The largest iShares US Telecommunications ETF buyer in Q4 2021 was Prudential Financial, an estimated $156M added.
  • The largest iShares US Telecommunications ETF seller in Q4 2021 was Lockheed Martin Investment Management, an estimated $108M sold.

Based on aggregated 13F filings for Q4 2021.