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iShares US Telecommunications ETF

155 hedge funds and large institutions have $576M invested in iShares US Telecommunications ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more capital invested

Capital invested by funds: $419M → $576M (+$157M)

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

23% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 47

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

2% more funds holding

Funds holding: 152155 (+3)

8.33% less ownership

Funds ownership: 99.13%90.8% (-8.3%)

Holders
155
Holders Change
+3
Holders Change %
+1.97%
% of All Funds
2.03%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
21
Increased
58
Reduced
47
Closed
17
Calls
$600K
Puts
Net Calls
+$600K
Net Calls Change
-$44.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LG
51
Leuthold Group
Minnesota
$1.31M -$47K -1,527 -4%
HighTower Advisors
52
HighTower Advisors
Illinois
$1.26M +$92 +3 +0%
NB
53
NBT Bank
New York
$1.21M -$185 -6 -0%
Bank of Montreal
54
Bank of Montreal
Ontario, Canada
$1.21M -$269K -8,750 -19%
YCG
55
Yeomans Consulting Group
Georgia
$1.18M +$28.3K +920 +3%
BWS
56
Buck Wealth Strategies
Colorado
$1.14M -$30.7K -999 -3%
Stifel Financial
57
Stifel Financial
Missouri
$1.07M -$13.7K -444 -1%
LCG
58
Lakeshore Capital Group
Illinois
$1.01M +$9.11K +296 +1%
PAG
59
Private Advisor Group
New Jersey
$1M +$42.8K +1,391 +5%
BFA
60
Brendel Financial Advisors
New Hampshire
$983K +$937K +30,457 New
OC
61
Oppenheimer & Co
New York
$959K +$260K +8,442 +40%
FIA
62
Foundations Investment Advisors
Arizona
$895K -$31.2K -1,014 -4%
AFP
63
Ausdal Financial Partners
Iowa
$852K +$812K +26,412 New
Koshinski Asset Management
64
Koshinski Asset Management
Illinois
$838K +$31 +1 +0%
CCFM
65
Clear Creek Financial Management
Washington
$813K +$775K +25,187 New
MML Investors Services
66
MML Investors Services
Massachusetts
$812K +$17.7K +574 +2%
KF
67
KKM Financial
Illinois
$812K -$97.5K -3,170 -11%
Rockefeller Capital Management
68
Rockefeller Capital Management
New York
$781K +$62 +2 +0%
AMG
69
APS Management Group
California
$715K +$682K +22,155 New
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$707K +$674K +21,924 New
Pathstone Holdings
71
Pathstone Holdings
New Jersey
$670K
Ameriprise
72
Ameriprise
Minnesota
$647K -$276K -8,974 -31%
APA
73
Astoria Portfolio Advisors
New York
$640K +$595K +19,334 New
GCP
74
GSA Capital Partners
United Kingdom
$633K +$191K +6,217 +46%
VA
75
VestGen Advisors
Illinois
$618K +$3.81K +124 +0.7%

IYZ Hedge Fund Activity: Q3 2025 in Review

155 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q3 2025, worth a combined $576M — up 37% from $419M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IYZ positions and 17 closed out — a net gain of 4 holders — while 58 added to existing stakes and 47 trimmed.

The largest buyer was Citigroup, adding an estimated $37.5M. The largest seller was Royal Bank of Canada, cutting an estimated $8.88M.

  • 155 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q3 2025, up from 152 in Q2 2025.
  • Funds reported $576M of iShares US Telecommunications ETF stock for Q3 2025, up 37% quarter-over-quarter.
  • 21 funds opened new iShares US Telecommunications ETF positions in Q3 2025 and 17 closed out, a net change of +4 holders.
  • The largest iShares US Telecommunications ETF buyer in Q3 2025 was Citigroup, an estimated $37.5M added.
  • The largest iShares US Telecommunications ETF seller in Q3 2025 was Royal Bank of Canada, an estimated $8.88M sold.

Based on aggregated 13F filings for Q3 2025.