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iShares US Telecommunications ETF

137 hedge funds and large institutions have $378M invested in iShares US Telecommunications ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 44 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $1.58M | Put options by funds: $1.16M

4.98% less ownership

Funds ownership: 81.71%76.74% (-5%)

14% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 44

14% less funds holding

Funds holding: 159137 (-22)

14% less capital invested

Capital invested by funds: $438M → $378M (-$60.7M)

59% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 34

Holders
137
Holders Change
-22
Holders Change %
-13.84%
% of All Funds
2.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
38
Reduced
44
Closed
34
Calls
$1.58M
Puts
$1.16M
Net Calls
+$415K
Net Calls Change
-$631K
Name Holding Trade Value Shares
Change
Change in
Stake
TFF
51
The Family Firm
Maryland
$515K -$43.3K -1,418 -8%
KPW
52
Kore Private Wealth
New York
$513K +$524K +17,170 New
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$486K -$723K -23,673 -59%
SSA
54
Schonfeld Strategic Advisors
New York
$466K -$192K -6,284 -29%
CIA
55
Capital Investment Advisors
Georgia
$458K -$3.11K -102 -0.7%
DC
56
Davenport & Co
Virginia
$444K +$763 +25 +0.2%
CB
57
Commerce Bank
Missouri
$424K -$2.44K -80 -0.6%
V
58
Veritable
Delaware
$409K +$78.8K +2,580 +23%
Comerica Bank
59
Comerica Bank
Texas
$401K +$153 +5 +0%
AWS
60
AJ Wealth Strategies
New York
$391K
William Blair & Company
61
William Blair & Company
Illinois
$376K
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$343K +$46K +1,507 +15%
TI
63
Trexquant Investment
Connecticut
$328K +$98.2K +3,217 +42%
USCWA
64
U.S. Capital Wealth Advisors
Texas
$322K -$1.13M -36,946 -77%
HighTower Advisors
65
HighTower Advisors
Illinois
$322K -$394K -12,909 -54%
IIC
66
Ironwood Investment Counsel
Arizona
$320K -$189K -6,200 -71%
Osaic Holdings
67
Osaic Holdings
Arizona
$311K +$11.1K +364 +4%
EL
68
Essex LLC
Illinois
$308K +$3.05K +100 +1%
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$306K -$22.2K -728 -7%
FCI
70
Financial Counselors Inc
Kansas
$303K -$5.34K -175 -2%
IP
71
Investment Partners
Ohio
$296K
SB
72
Simmons Bank
Arkansas
$278K -$8.39K -275 -3%
SPL
73
Smart Portfolios LLC
Washington
$273K +$10.4K +341 +4%
CDH
74
Charles D. Hyman
$272K
FMWA
75
Forvis Mazars Wealth Advisors
Missouri
$261K -$85K -2,786 -24%

IYZ Hedge Fund Activity: Q1 2022 in Review

137 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q1 2022, worth a combined $378M — down 14% from $438M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of IYZ and 14 opened new positions — a net loss of 20 holders — while 44 trimmed existing stakes and 38 added.

The largest buyer was Phoenix Financial, opening a new position worth an estimated $31M. The largest seller was UBS Group, cutting an estimated $14.7M.

  • 137 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q1 2022, down from 159 in Q4 2021.
  • Funds reported $378M of iShares US Telecommunications ETF stock for Q1 2022, down 14% quarter-over-quarter.
  • 14 funds opened new iShares US Telecommunications ETF positions in Q1 2022 and 34 closed out, a net change of -20 holders.
  • The largest iShares US Telecommunications ETF buyer in Q1 2022 was Phoenix Financial, an estimated $31M added.
  • The largest iShares US Telecommunications ETF seller in Q1 2022 was UBS Group, an estimated $14.7M sold.

Based on aggregated 13F filings for Q1 2022.