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iShares US Telecommunications ETF

122 hedge funds and large institutions have $182M invested in iShares US Telecommunications ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 46 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,345% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $51K

8% less funds holding

Funds holding: 132122 (-10)

19.96% less ownership

Funds ownership: 88.98%69.03% (-20%)

32% less capital invested

Capital invested by funds: $269M → $182M (-$86.8M)

33% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 46

45% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 22

Holders
122
Holders Change
-10
Holders Change %
-7.58%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
31
Reduced
46
Closed
22
Calls
$1.25M
Puts
$51K
Net Calls
+$1.2M
Net Calls Change
-$995K
Name Holding Trade Value Shares
Change
Change in
Stake
CA
51
CoreCap Advisors
Michigan
$335K +$331K +15,146 New
BRWA
52
B. Riley Wealth Advisors
Florida
$307K +$304K +13,895 New
Ameriprise
53
Ameriprise
Minnesota
$307K +$51.6K +2,359 +20%
Cetera Investment Advisers
54
Cetera Investment Advisers
Illinois
$292K -$42.1K -1,928 -13%
MML Investors Services
55
MML Investors Services
Massachusetts
$292K +$80.2K +3,671 +39%
CCM
56
Crabel Capital Management
California
$286K +$283K +12,960 New
PGFC
57
Peapack-Gladstone Financial Corp
New Jersey
$282K -$111K -5,097 -29%
CB
58
Commerce Bank
Missouri
$282K -$3.43K -157 -1%
TAM
59
Tocqueville Asset Management
New York
$272K -$387K -17,730 -59%
William Blair & Company
60
William Blair & Company
Illinois
$262K
FCI
61
Financial Counselors Inc
Kansas
$260K +$18.6K +850 +8%
ACM
62
Antonetti Capital Management
Florida
$242K
Cambridge Investment Research Advisors
63
Cambridge Investment Research Advisors
Iowa
$234K -$12.1K -554 -5%
Janney Montgomery Scott
64
Janney Montgomery Scott
Pennsylvania
$208K -$141K -6,448 -41%
EL
65
Essex LLC
Illinois
$206K -$27.1K -1,240 -12%
CDH
66
Charles D. Hyman
$201K
GCP
67
GSA Capital Partners
United Kingdom
$200K -$1.12M -51,465 -85%
HCP
68
Hexagon Capital Partners
Arkansas
$190K
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$179K -$2.38K -109 -1%
AAMA
70
Advanced Asset Management Advisors
Ohio
$177K -$18K -823 -9%
BNP Paribas Financial Markets
71
BNP Paribas Financial Markets
France
$176K +$145K +6,643 +501%
BCP
72
Blue Chip Partners
Michigan
$132K -$21.5K -983 -14%
RIA
73
Realta Investment Advisors
Delaware
$127K +$126K +5,760 New
AAP
74
Arax Advisory Partners
Colorado
$95K -$30.6K -1,401 -25%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$86.5K +$12.2K +559 +17%

IYZ Hedge Fund Activity: Q2 2023 in Review

122 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q2 2023, worth a combined $182M — down 32% from $269M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of IYZ and 12 opened new positions — a net loss of 10 holders — while 46 trimmed existing stakes and 31 added.

The largest buyer was LPL Financial, adding an estimated $1.59M. The largest seller was Citigroup, cutting an estimated $52M.

  • 122 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q2 2023, down from 132 in Q1 2023.
  • Funds reported $182M of iShares US Telecommunications ETF stock for Q2 2023, down 32% quarter-over-quarter.
  • 12 funds opened new iShares US Telecommunications ETF positions in Q2 2023 and 22 closed out, a net change of -10 holders.
  • The largest iShares US Telecommunications ETF buyer in Q2 2023 was LPL Financial, an estimated $1.59M added.
  • The largest iShares US Telecommunications ETF seller in Q2 2023 was Citigroup, an estimated $52M sold.

Based on aggregated 13F filings for Q2 2023.