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iShares US Telecommunications ETF

154 hedge funds and large institutions have $1.13B invested in iShares US Telecommunications ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 34 increasing their positions, 34 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,350% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 4

450% more capital invested

Capital invested by funds: $206M → $1.13B (+$925M)

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

50% more funds holding

Funds holding: 103154 (+51)

10.51% more ownership

Funds ownership: 82.85%93.35% (+11%)

0% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 34

Holders
154
Holders Change
+51
Holders Change %
+49.51%
% of All Funds
2.03%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
58
Increased
34
Reduced
34
Closed
4
Calls
$2.92M
Puts
Net Calls
+$2.92M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
51
Sanctuary Advisors
Indiana
$1.57M +$60.8K +2,276 +4%
Goldman Sachs
52
Goldman Sachs
New York
$1.46M +$27 +1 +0%
OAS
53
Optivise Advisory Services
Tennessee
$1.42M +$1.41M +52,916 New
WA
54
WESPAC Advisors
California
$1.42M +$1.41M +52,817 New
TAM
55
Tocqueville Asset Management
New York
$1.4M +$1.39M +52,019 New
IAN
56
Integrated Advisors Network
Texas
$1.39M +$1.39M +51,884 New
CIA
57
Concurrent Investment Advisors
Florida
$1.37M +$69.8K +2,613 +5%
LG
58
Leuthold Group
Minnesota
$1.36M +$683K +25,595 +102%
NB
59
NBT Bank
New York
$1.03M -$6.89K -258 -0.7%
Corient Private Wealth
60
Corient Private Wealth
Florida
$995K +$44.1K +1,652 +5%
HI
61
Harbour Investments
Wisconsin
$927K +$922K +34,535 New
LCG
62
Lakeshore Capital Group
Illinois
$920K +$916K +34,308 New
YCG
63
Yeomans Consulting Group
Georgia
$817K +$813K +30,463 New
FHC
64
First Heartland Consultants
Missouri
$808K +$804K +30,100 New
Truist Financial
65
Truist Financial
North Carolina
$712K -$6.41K -240 -0.9%
Rockefeller Capital Management
66
Rockefeller Capital Management
New York
$659K +$174K +6,523 +36%
SG
67
StoneX Group
New York
$659K +$655K +24,546 New
SDWIA
68
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$621K +$618K +23,157 New
Pathstone Holdings
69
Pathstone Holdings
New Jersey
$584K -$13.8K -515 -2%
RPGK
70
Retirement Planning Group (Kansas)
Kansas
$568K +$23K +863 +4%
SCA
71
Snowden Capital Advisors
New York
$544K -$23.9K -895 -4%
VCWA
72
Vanguard Capital Wealth Advisors
Colorado
$534K -$291K -10,899 -35%
PCA
73
Prosperity Capital Advisors
Ohio
$527K +$525K +19,646 New
ACI
74
Alpha Cubed Investments
California
$498K +$496K +18,574 New
TFF
75
The Family Firm
Maryland
$460K +$934 +35 +0.2%

IYZ Hedge Fund Activity: Q4 2024 in Review

154 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q4 2024, worth a combined $1.13B — up 450% from $206M a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new IYZ positions and 4 closed out — a net gain of 54 holders — while 34 added to existing stakes and 34 trimmed.

The largest buyer was Camarda Financial Advisors, opening a new position worth an estimated $15.5M. The largest seller was Strengthening Families & Communities LLC, cutting an estimated $7.56M.

  • 154 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q4 2024, up from 103 in Q3 2024.
  • Funds reported $1.13B of iShares US Telecommunications ETF stock for Q4 2024, up 450% quarter-over-quarter.
  • 58 funds opened new iShares US Telecommunications ETF positions in Q4 2024 and 4 closed out, a net change of +54 holders.
  • The largest iShares US Telecommunications ETF buyer in Q4 2024 was Camarda Financial Advisors, an estimated $15.5M added.
  • The largest iShares US Telecommunications ETF seller in Q4 2024 was Strengthening Families & Communities LLC, an estimated $7.56M sold.

Based on aggregated 13F filings for Q4 2024.