IYZ icon

iShares US Telecommunications ETF
IYZ

Overview Fund Activity

132 hedge funds and large institutions have $269M invested in iShares US Telecommunications ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 52 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
-24
Holders Change %
-15.38%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
27
Reduced
52
Closed
34
Calls
$2.34M
Puts
$144K
Net Calls
+$2.19M
Net Calls Change
+$780K

Top Buyers

1
Citigroup
1
Citigroup
New York
$73.1M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$8.31M
3
DWM
3
Dakota Wealth Management
Florida
$8.17M
4
EF
4
Empowered Funds
Pennsylvania
$3.15M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$2.75M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$47.3M
2
RCYC
2
Richard C. Young & Co
Rhode Island
$0
3
Chevy Chase Trust
3
Chevy Chase Trust
Maryland
$0
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$30.7K
5
RJA
5
Raymond James & Associates
Florida
$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$451K -$482K -20,805 -52%
FMC
52
First Merchants Corp
Indiana
$438K +$51.8K +2,237 +13%
DC
53
Davenport & Co
Virginia
$421K -$6.21K -268 -1%
PGFC
54
Peapack-Gladstone Financial Corp
New Jersey
$414K – – –
VCM
55
Virtue Capital Management
Tennessee
$401K +$29.4K +1,381 +8%
TFF
56
The Family Firm
Maryland
$374K +$38.2K +1,649 +11%
Janney Montgomery Scott
57
Janney Montgomery Scott
Pennsylvania
$367K -$50.3K -2,171 -12%
PAG
58
Private Advisory Group
Washington
$353K -$37.1K -1,604 -10%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$351K -$28.9K -1,247 -8%
HCM
60
Hilton Capital Management
New York
$334K +$334K +14,909 New
Jane Street
61
Jane Street
New York
$322K -$539K -23,273 -63%
CB
62
Commerce Bank
Missouri
$299K -$11.8K -511 -4%
SSA
63
Schonfeld Strategic Advisors
New York
$284K -$83.4K -3,603 -23%
William Blair & Company
64
William Blair & Company
Illinois
$275K – – –
OCPWS
65
One Charles Private Wealth Services
Massachusetts
$271K -$25.3K -1,094 -9%
Ameriprise
66
Ameriprise
Minnesota
$267K -$79.3K -3,425 -23%
Cambridge Investment Research Advisors
67
Cambridge Investment Research Advisors
Iowa
$258K -$16K -691 -6%
Citadel Advisors
68
Citadel Advisors
Florida
$255K +$24.2K +1,043 +10%
ACM
69
Antonetti Capital Management
Florida
$253K – – –
COCM
70
Charter Oak Capital Management
New Hampshire
$252K – – –
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$252K -$43.1K -1,862 -15%
FCI
72
Financial Counselors Inc
Kansas
$252K – – –
EL
73
Essex LLC
Illinois
$237K – – –
HF
74
HRT Financial
New York
$233K +$233K +10,070 New
MML Investors Services
75
MML Investors Services
Massachusetts
$221K +$1.25K +54 +0.6%
1 2
3
4 5