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iShares US Telecommunications ETF
IYZ

Overview Fund Activity

156 hedge funds and large institutions have $360M invested in iShares US Telecommunications ETF in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+28
Holders Change %
+21.88%
% of All Funds
2.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
51
Increased
40
Reduced
34
Closed
20
Calls
$1.45M
Puts
$40K
Net Calls
+$1.41M
Net Calls Change
-$239K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$82.6M
2
Citigroup
2
Citigroup
New York
$49.6M
3
RCYC
3
Richard C. Young & Co
Rhode Island
$15.3M
4
Chevy Chase Trust
4
Chevy Chase Trust
Maryland
$12.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.9M

Top Sellers

1
PF
1
Phoenix Financial
Israel
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$3.76M
3
Wells Fargo
3
Wells Fargo
California
$11.3M
4
IAN
4
Integrated Advisors Network
Texas
$0
5
Ameriprise
5
Ameriprise
Minnesota
$336K
Name Holding Trade Value Shares
Change 		Shares
Change %
V
51
Veritable
Delaware
$809K +$566K +25,250 +234%
CW
52
Connectus Wealth
Ohio
$808K +$808K +35,965 New
USCWA
53
U.S. Capital Wealth Advisors
Texas
$804K +$456K +20,350 +131%
LWM
54
Laidlaw Wealth Management
New York
$800K +$800K +35,671 New
Truist Financial
55
Truist Financial
North Carolina
$783K -$67.1K -2,990 -8%
FCFC
56
First Citizens Financial Corp
Iowa
$782K – – –
SCA
57
Snowden Capital Advisors
New York
$719K -$6.8K -303 -0.9%
RPGK
58
Retirement Planning Group (Kansas)
Kansas
$613K +$64.4K +2,869 +12%
BCP
59
Blue Chip Partners
Michigan
$544K +$544K +24,256 New
LWP
60
Lumature Wealth Partners
Georgia
$532K -$119K -5,304 -18%
Commonwealth Equity Services
61
Commonwealth Equity Services
Massachusetts
$496K +$273K +12,185 +122%
CIBC World Market
62
CIBC World Market
Ontario, Canada
$482K +$482K +21,479 New
BWG
63
Beta Wealth Group
California
$463K +$463K +20,652 New
DC
64
Davenport & Co
Virginia
$413K +$17.3K +770 +4%
ASN
65
Advisory Services Network
Georgia
$406K +$406K +18,082 New
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$404K +$174K +7,772 +76%
PGFC
67
Peapack-Gladstone Financial Corp
New Jersey
$401K +$401K +17,867 New
VCM
68
Virtue Capital Management
Tennessee
$392K +$392K +17,485 New
PAG
69
Private Advisory Group
Washington
$378K -$897K -39,980 -70%
FMC
70
First Merchants Corp
Indiana
$374K -$605 -27 -0.2%
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$368K +$104K +4,616 +39%
AA
72
Argent Advisors
Louisiana
$366K +$366K +16,310 New
SSA
73
Schonfeld Strategic Advisors
New York
$356K -$785K -35,013 -69%
JC
74
JB Capital
Connecticut
$350K +$350K +15,608 New
Ameriprise
75
Ameriprise
Minnesota
$336K -$2.08M -92,478 -86%
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