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iShares US Telecommunications ETF

103 hedge funds and large institutions have $206M invested in iShares US Telecommunications ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more capital invested

Capital invested by funds: $157M → $206M (+$49M)

8.67% more ownership

Funds ownership: 74.18%82.85% (+8.7%)

6% less funds holding

Funds holding: 110103 (-7)

24% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 33

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
103
Holders Change
-7
Holders Change %
-6.36%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
25
Reduced
33
Closed
20
Calls
$1.53M
Puts
Net Calls
+$1.53M
Net Calls Change
+$887K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
51
Ameriprise
Minnesota
$402K -$35.1K -1,522 -9%
FCFC
52
First Citizens Financial Corp
Iowa
$360K -$5.5K -239 -2%
SSA
53
Schonfeld Strategic Advisors
New York
$345K +$315K +13,668 New
CIA
54
Capital Investment Advisors
Georgia
$319K +$138 +6 +0%
FCI
55
Financial Counselors Inc
Kansas
$295K
CB
56
Commerce Bank
Missouri
$268K
CT
57
Chicago Trust
Illinois
$219K +$200K +8,684 New
HCP
58
Hexagon Capital Partners
Arkansas
$217K
William Blair & Company
59
William Blair & Company
Illinois
$203K -$188K -8,155 -50%
AAMA
60
Advanced Asset Management Advisors
Ohio
$187K
Osaic Holdings
61
Osaic Holdings
Arizona
$174K -$3.29M -142,872 -95%
Jones Financial Companies
62
Jones Financial Companies
Missouri
$168K +$127K +5,515 +484%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$139K +$92 +4 +0.1%
PNC Financial Services Group
64
PNC Financial Services Group
Pennsylvania
$97.2K -$2.6K -113 -3%
CA
65
CoreCap Advisors
Michigan
$88.4K +$80.6K +3,498 New
Comerica Bank
66
Comerica Bank
Texas
$83.8K
FDCDDQ
67
Federation des caisses Desjardins du Quebec
Quebec, Canada
$71.2K
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$65K -$23 -1 -0%
BNP Paribas Financial Markets
69
BNP Paribas Financial Markets
France
$61.3K -$1.71M -74,280 -97%
SPIA
70
Steward Partners Investment Advisory
New York
$39.8K +$1.34K +58 +4%
AAP
71
Arax Advisory Partners
Colorado
$37.7K -$12K -521 -26%
FWM
72
FSA Wealth Management
Massachusetts
$36.7K +$33.5K +1,455 New
Fidelity Investments
73
Fidelity Investments
Massachusetts
$34.8K +$1.94K +84 +6%
BBHC
74
Brown Brothers Harriman & Co
New York
$26.7K +$24.4K +1,058 New
RIA
75
Realta Investment Advisors
Delaware
$20.6K -$96.7K -4,200 -84%

IYZ Hedge Fund Activity: Q3 2024 in Review

103 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q3 2024, worth a combined $206M — up 31% from $157M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of IYZ and 14 opened new positions — a net loss of 6 holders — while 33 trimmed existing stakes and 25 added.

The largest buyer was Citigroup, adding an estimated $25.6M. The largest seller was Millennium Management, exiting entirely with an estimated $5.43M sold.

  • 103 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q3 2024, down from 110 in Q2 2024.
  • Funds reported $206M of iShares US Telecommunications ETF stock for Q3 2024, up 31% quarter-over-quarter.
  • 14 funds opened new iShares US Telecommunications ETF positions in Q3 2024 and 20 closed out, a net change of -6 holders.
  • The largest iShares US Telecommunications ETF buyer in Q3 2024 was Citigroup, an estimated $25.6M added.
  • The largest iShares US Telecommunications ETF seller in Q3 2024 was Millennium Management, an estimated $5.43M sold.

Based on aggregated 13F filings for Q3 2024.