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iShares US Telecommunications ETF

110 hedge funds and large institutions have $157M invested in iShares US Telecommunications ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

687% more call options, than puts

Call options by funds: $732K | Put options by funds: $93K

0% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 33

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

3.22% less ownership

Funds ownership: 77.4%74.18% (-3.2%)

4% less funds holding

Funds holding: 114110 (-4)

14% less capital invested

Capital invested by funds: $182M → $157M (-$25.4M)

Holders
110
Holders Change
-4
Holders Change %
-3.51%
% of All Funds
1.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
33
Reduced
33
Closed
13
Calls
$732K
Puts
$93K
Net Calls
+$639K
Net Calls Change
-$23K
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$375K +$14.8K +696 +4%
William Blair & Company
52
William Blair & Company
Illinois
$352K +$89K +4,200 +35%
DAS
53
Dynamic Advisor Solutions
Arizona
$347K +$45.4K +2,140 +15%
WN
54
Williams & Novak
California
$347K +$47.8K +2,255 +16%
FCFC
55
First Citizens Financial Corp
Iowa
$315K -$16.7K -790 -5%
CIA
56
Capital Investment Advisors
Georgia
$274K +$191 +9 +0.1%
FCI
57
Financial Counselors Inc
Kansas
$254K
DWM
58
Dakota Wealth Management
Florida
$251K -$11.6M -547,422 -98%
Cambridge Investment Research Advisors
59
Cambridge Investment Research Advisors
Iowa
$231K +$3.67K +173 +2%
CB
60
Commerce Bank
Missouri
$231K -$17.8K -840 -7%
Simplex Trading
61
Simplex Trading
Illinois
$216K +$211K +9,961 New
CI
62
CX Institutional
Indiana
$208K -$8.33K -393 -4%
AAMA
63
Advanced Asset Management Advisors
Ohio
$187K -$2.37K -112 -1%
HCP
64
Hexagon Capital Partners
Arkansas
$187K
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$120K -$4.96K -234 -4%
RIA
66
Realta Investment Advisors
Delaware
$109K
PNC Financial Services Group
67
PNC Financial Services Group
Pennsylvania
$86K -$31.9K -1,506 -28%
Comerica Bank
68
Comerica Bank
Texas
$72K +$17.8K +842 +34%
FDCDDQ
69
Federation des caisses Desjardins du Quebec
Quebec, Canada
$61.2K
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$56K -$16.9K -799 -24%
AAP
71
Arax Advisory Partners
Colorado
$43.7K -$10.7K -503 -20%
SWM
72
Spire Wealth Management
Virginia
$40K
SPIA
73
Steward Partners Investment Advisory
New York
$33K -$594 -28 -2%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$28.1K -$212 -10 -0.8%
Jones Financial Companies
75
Jones Financial Companies
Missouri
$24.8K +$10.6K +500 +78%

IYZ Hedge Fund Activity: Q2 2024 in Review

110 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q2 2024, worth a combined $157M — down 14% from $182M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of IYZ and 12 opened new positions — a net loss of 1 holder — while 33 trimmed existing stakes and 33 added.

The largest buyer was Strengthening Families & Communities LLC, opening a new position worth an estimated $5.71M. The largest seller was Citigroup, cutting an estimated $14.3M.

  • 110 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q2 2024, down from 114 in Q1 2024.
  • Funds reported $157M of iShares US Telecommunications ETF stock for Q2 2024, down 14% quarter-over-quarter.
  • 12 funds opened new iShares US Telecommunications ETF positions in Q2 2024 and 13 closed out, a net change of -1 holder.
  • The largest iShares US Telecommunications ETF buyer in Q2 2024 was Strengthening Families & Communities LLC, an estimated $5.71M added.
  • The largest iShares US Telecommunications ETF seller in Q2 2024 was Citigroup, an estimated $14.3M sold.

Based on aggregated 13F filings for Q2 2024.