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iShares US Telecommunications ETF
IYZ

Overview Fund Activity

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.

Holders
124
Holders Change
+6
Holders Change %
+5.08%
% of All Funds
1.82%
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
1
Morgan Stanley
New York
$104M
2
VV
2
Verity & Verity
South Carolina
$7.67M
3
Barclays
3
Barclays
United Kingdom
$4.55M
4
WHG
4
Westwood Holdings Group
Texas
$2.86M
5
CW
5
Connectus Wealth
Ohio
$2.68M

Top Sellers

1
PCH
1
PGIM Custom Harvest
New Jersey
$2.51M
2
SFCL
2
Strengthening Families & Communities LLC
Massachusetts
$0
3
Citigroup
3
Citigroup
New York
$4.38M
4
OAM
4
Oppenheimer Asset Management
New York
$0
5
FHC
5
First Heartland Consultants
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FMC
51
First Merchants Corp
Indiana
$426K -$9.87K -434 -2%
Qube Research & Technologies (QRT)
52
Qube Research & Technologies (QRT)
United Kingdom
$407K +$200K +8,792 +97%
TRCT
53
Tower Research Capital (TRC)
New York
$399K -$1.57M -68,911 -80%
CIA
54
Capital Investment Advisors
Georgia
$378K -$158K -6,927 -29%
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$349K -$27.6K -1,214 -7%
KWA
56
Kellett Wealth Advisors
Ohio
$346K +$346K +15,184 New
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$344K +$43.4K +1,906 +14%
USCWA
58
U.S. Capital Wealth Advisors
Texas
$326K -$368K -16,165 -53%
WN
59
Williams & Novak
California
$313K +$313K +13,740 New
AWM
60
Axxcess Wealth Management
California
$303K +$38.8K +1,705 +15%
BRWA
61
B. Riley Wealth Advisors
Florida
$297K +$52K +2,286 +21%
William Blair & Company
62
William Blair & Company
Illinois
$293K -$1.48K -65 -0.5%
DAS
63
Dynamic Advisor Solutions
Arizona
$288K +$288K +12,740 New
CI
64
CX Institutional
Indiana
$275K -$218K -9,570 -44%
TAM
65
Tocqueville Asset Management
New York
$274K +$10.4K +457 +4%
SSA
66
Schonfeld Strategic Advisors
New York
$272K +$272K +11,960 New
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$271K +$271K +11,924 New
PMAM
68
Picton Mahoney Asset Management
Ontario, Canada
$269K +$159K +6,960 +144%
FCI
69
Financial Counselors Inc
Kansas
$267K – – –
CB
70
Commerce Bank
Missouri
$261K – – –
PAG
71
Private Advisor Group
New Jersey
$252K +$252K +11,092 New
Cambridge Investment Research Advisors
72
Cambridge Investment Research Advisors
Iowa
$212K -$20.7K -910 -9%
Chevy Chase Trust
73
Chevy Chase Trust
Maryland
$209K +$209K +9,184 New
HCP
74
Hexagon Capital Partners
Arkansas
$196K – – –
AAMA
75
Advanced Asset Management Advisors
Ohio
$184K +$7.85K +345 +4%
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3
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