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iShares US Telecommunications ETF
IYZ

Overview Fund Activity

152 hedge funds and large institutions have $1.1B invested in iShares US Telecommunications ETF in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 34 increasing their positions, 34 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+49
Holders Change %
+47.57%
% of All Funds
2.02%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
56
Increased
34
Reduced
34
Closed
4
Calls
$2.92M
Puts
–
Net Calls
+$2.92M
Net Calls Change
+$1.39M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$711M
2
CFA
2
Camarda Financial Advisors
Florida
$15.6M
3
IAA
3
Independent Advisor Alliance
North Carolina
$14.5M
4
AWM
4
Apollon Wealth Management
South Carolina
$12.9M
5
Citigroup
5
Citigroup
New York
$44.1M

Top Sellers

1
SFCL
1
Strengthening Families & Communities LLC
Massachusetts
$12K
2
PCM
2
Penserra Capital Management
California
$0
3
Bank of America
3
Bank of America
North Carolina
$9.26M
4
Citadel Advisors
4
Citadel Advisors
Florida
$215
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
OAS
51
Optivise Advisory Services
Tennessee
$1.42M +$1.42M +52,916 New
WA
52
WESPAC Advisors
California
$1.42M +$1.42M +52,817 New
TAM
53
Tocqueville Asset Management
New York
$1.4M +$1.4M +52,019 New
IAN
54
Integrated Advisors Network
Texas
$1.39M +$1.39M +51,884 New
CIA
55
Concurrent Investment Advisors
Florida
$1.37M +$70.1K +2,613 +5%
LG
56
Leuthold Group
Minnesota
$1.36M +$687K +25,595 +102%
NB
57
NBT Bank
New York
$1.03M -$6.92K -258 -0.7%
Corient Private Wealth
58
Corient Private Wealth
Florida
$995K +$44.3K +1,652 +5%
HI
59
Harbour Investments
Wisconsin
$927K +$927K +34,535 New
LCG
60
Lakeshore Capital Group
Illinois
$920K +$920K +34,308 New
YCG
61
Yeomans Consulting Group
Georgia
$817K +$817K +30,463 New
FHC
62
First Heartland Consultants
Missouri
$808K +$808K +30,100 New
Truist Financial
63
Truist Financial
North Carolina
$712K -$6.44K -240 -0.9%
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$659K +$175K +6,523 +36%
SG
65
StoneX Group
New York
$659K +$659K +24,546 New
SDWIA
66
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$621K +$621K +23,157 New
Pathstone Holdings
67
Pathstone Holdings
New Jersey
$584K -$13.8K -515 -2%
RPGK
68
Retirement Planning Group (Kansas)
Kansas
$568K +$23.2K +863 +4%
SCA
69
Snowden Capital Advisors
New York
$544K -$24K -895 -4%
VCWA
70
Vanguard Capital Wealth Advisors
Colorado
$534K -$292K -10,899 -35%
PCA
71
Prosperity Capital Advisors
Ohio
$527K +$527K +19,646 New
ACI
72
Alpha Cubed Investments
California
$498K +$498K +18,574 New
TFF
73
The Family Firm
Maryland
$460K +$939 +35 +0.2%
Susquehanna International Group
74
Susquehanna International Group
Pennsylvania
$450K -$600K -22,365 -57%
GCP
75
GSA Capital Partners
United Kingdom
$447K -$25.9K -966 -5%
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3
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