We are live on ! Find out more
IYZ icon

iShares US Telecommunications ETF
IYZ

124 hedge funds and large institutions have $249M invested in iShares US Telecommunications ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

67,950% more call options, than puts

Call options by funds: $1.36M | Put options by funds: $2K

50% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 18

45% more capital invested

Capital invested by funds: $171M → $249M (+$77.7M)

25.22% more ownership

Funds ownership: 63.59% → 88.81% (+25%)

5% more funds holding

Funds holding: 118 → 124 (+6)

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
124
Holders Change
+6
Holders Change %
+5.08%
% of All Funds
1.81%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
35
Reduced
33
Closed
18
Calls
$1.36M
Puts
$2K
Net Calls
+$1.36M
Net Calls Change
-$463K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$59.2M
2
VV
Verity & Verity
South Carolina
+$7.23M
3
Barclays
Barclays
United Kingdom
+$4.29M
4
WHG
Westwood Holdings Group
Texas
+$2.69M
5
CW
Connectus Wealth
Ohio
+$2.53M

Top Sellers

1
PCH
PGIM Custom Harvest
New Jersey
-$8.08M
2
SFCL
Strengthening Families & Communities LLC
Massachusetts
-$4.61M
3
Citigroup
Citigroup
New York
-$2.63M
4
OAM
Oppenheimer Asset Management
New York
-$2.33M
5
FHC
First Heartland Consultants
Missouri
-$1.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
FMC
51
First Merchants Corp
Indiana
$426K -$9.3K -434 -2%
Qube Research & Technologies (QRT)
52
Qube Research & Technologies (QRT)
United Kingdom
$407K +$189K +8,792 +97%
TRCT
53
Tower Research Capital (TRC)
New York
$399K -$1.48M -68,911 -80%
CIA
54
Capital Investment Advisors
Georgia
$378K -$149K -6,927 -29%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$349K -$26K -1,214 -7%
KWA
56
Kellett Wealth Advisors
Ohio
$346K +$326K +15,184 New
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$344K +$40.9K +1,906 +14%
USCWA
58
U.S. Capital Wealth Advisors
Texas
$326K -$347K -16,165 -53%
WN
59
Williams & Novak
California
$313K +$295K +13,740 New
AWM
60
Axxcess Wealth Management
California
$303K +$36.6K +1,705 +15%
BRWA
61
B. Riley Wealth Advisors
Florida
$297K +$49K +2,286 +21%
William Blair & Company
62
William Blair & Company
Illinois
$293K -$1.39K -65 -0.5%
DAS
63
Dynamic Advisor Solutions
Arizona
$288K +$273K +12,740 New
CI
64
CX Institutional
Indiana
$275K -$205K -9,570 -44%
TAM
65
Tocqueville Asset Management
New York
$274K +$9.8K +457 +4%
SSA
66
Schonfeld Strategic Advisors
New York
$272K +$256K +11,960 New
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$271K +$256K +11,924 New
PMAM
68
Picton Mahoney Asset Management
Ontario, Canada
$269K +$149K +6,960 +144%
FCI
69
Financial Counselors Inc
Kansas
$267K – – –
CB
70
Commerce Bank
Missouri
$261K – – –
PAG
71
Private Advisor Group
New Jersey
$252K +$238K +11,092 New
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$212K -$19.5K -910 -9%
Chevy Chase Trust
73
Chevy Chase Trust
Maryland
$209K +$197K +9,184 New
HCP
74
Hexagon Capital Partners
Arkansas
$196K – – –
AAMA
75
Advanced Asset Management Advisors
Ohio
$184K +$7.4K +345 +4%
1 2
3
4 5

IYZ Hedge Fund Activity: Q4 2023 in Review

124 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q4 2023, worth a combined $249M — up 45% from $171M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IYZ positions and 18 closed out — a net gain of 9 holders — while 35 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $59.2M. The largest seller was PGIM Custom Harvest, cutting an estimated $8.08M.

  • 124 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q4 2023, up from 118 in Q3 2023.
  • Funds reported $249M of iShares US Telecommunications ETF stock for Q4 2023, up 45% quarter-over-quarter.
  • 27 funds opened new iShares US Telecommunications ETF positions in Q4 2023 and 18 closed out, a net change of +9 holders.
  • The largest iShares US Telecommunications ETF buyer in Q4 2023 was Morgan Stanley, an estimated $59.2M added.
  • The largest iShares US Telecommunications ETF seller in Q4 2023 was PGIM Custom Harvest, an estimated $8.08M sold.

Based on aggregated 13F filings for Q4 2023.