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iShares US Telecommunications ETF

152 hedge funds and large institutions have $419M invested in iShares US Telecommunications ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 45 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

106% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 18

49% more capital invested

Capital invested by funds: $282M → $419M (+$137M)

23.36% more ownership

Funds ownership: 75.77%99.13% (+23%)

13% more funds holding

Funds holding: 134152 (+18)

0% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 45

Holders
152
Holders Change
+18
Holders Change %
+13.43%
% of All Funds
2%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
37
Increased
45
Reduced
45
Closed
18
Calls
$45.3M
Puts
Net Calls
+$45.3M
Net Calls Change
+$43.6M
Name Holding Trade Value Shares
Change
Change in
Stake
LAM
51
Lifestyle Asset Management
Texas
$999K +$922K +33,543 New
Stifel Financial
52
Stifel Financial
Missouri
$999K +$922K +33,535 New
KNW
53
Kesler Norman & Wride
Utah
$976K +$481K +17,503 +115%
LCG
54
Lakeshore Capital Group
Illinois
$919K -$58.5K -2,129 -6%
HI
55
Harbour Investments
Wisconsin
$909K +$622K +22,636 +287%
PAG
56
Private Advisor Group
New Jersey
$886K +$818K +29,747 New
Ameriprise
57
Ameriprise
Minnesota
$864K +$139K +5,066 +21%
FIA
58
Foundations Investment Advisors
Arizona
$856K +$790K +28,750 New
KF
59
KKM Financial
Illinois
$844K +$779K +28,330 New
Koshinski Asset Management
60
Koshinski Asset Management
Illinois
$773K +$27 +1 +0%
MML Investors Services
61
MML Investors Services
Massachusetts
$732K +$676K +24,592 New
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$721K -$113K -4,123 -15%
Envestnet Asset Management
63
Envestnet Asset Management
Illinois
$715K -$2.04M -74,157 -76%
D.E. Shaw & Co
64
D.E. Shaw & Co
New York
$707K +$653K +23,750 New
SLFPAM
65
St. Louis Financial Planners Asset Management
Missouri
$640K -$603K -21,949 -51%
SDWIA
66
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$638K -$36.2K -1,318 -6%
OC
67
Oppenheimer & Co
New York
$634K -$330 -12 -0.1%
Pathstone Holdings
68
Pathstone Holdings
New Jersey
$618K
Commonwealth Equity Services
69
Commonwealth Equity Services
Massachusetts
$587K -$70.6K -2,568 -12%
VA
70
VestGen Advisors
Illinois
$566K +$2.25K +82 +0.4%
RAS
71
RPS Advisory Solutions
Kentucky
$551K +$508K +18,487 New
GS
72
GTS Securities
New York
$550K +$66.7K +2,425 +15%
RPGK
73
Retirement Planning Group (Kansas)
Kansas
$543K -$562K -20,429 -53%
SCA
74
Snowden Capital Advisors
New York
$519K -$78K -2,839 -14%
FCH
75
Freestone Capital Holdings
Washington
$512K +$248K +9,017 +110%

IYZ Hedge Fund Activity: Q2 2025 in Review

152 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q2 2025, worth a combined $419M — up 49% from $282M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IYZ positions and 18 closed out — a net gain of 19 holders — while 45 added to existing stakes and 45 trimmed.

The largest buyer was Pinkerton Retirement Specialists, opening a new position worth an estimated $31.7M. The largest seller was Wells Fargo, cutting an estimated $7.71M.

  • 152 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q2 2025, up from 134 in Q1 2025.
  • Funds reported $419M of iShares US Telecommunications ETF stock for Q2 2025, up 49% quarter-over-quarter.
  • 37 funds opened new iShares US Telecommunications ETF positions in Q2 2025 and 18 closed out, a net change of +19 holders.
  • The largest iShares US Telecommunications ETF buyer in Q2 2025 was Pinkerton Retirement Specialists, an estimated $31.7M added.
  • The largest iShares US Telecommunications ETF seller in Q2 2025 was Wells Fargo, an estimated $7.71M sold.

Based on aggregated 13F filings for Q2 2025.