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iShares US Telecommunications ETF
IYZ

95 hedge funds and large institutions have $289M invested in iShares US Telecommunications ETF in 2013 Q2 according to their latest regulatory filings, with 95 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

64.66% more ownership

Funds ownership: 0% → 64.66% (+65%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3.19M

Holders
95
Holders Change
+95
Holders Change %
–
% of All Funds
3.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
95
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
$3.19M
Net Calls
-$3.19M
Net Calls Change
-$3.19M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Brown Advisory
76
Brown Advisory
Maryland
$24K +$24.4K +935 New
Creative Planning
77
Creative Planning
Kansas
$22K +$21.8K +833 New
PSUF
78
People's United Financial
Connecticut
$21K +$20.9K +800 New
WRM
79
Westport Resources Management
Connecticut
$20K +$20K +766 New
QBFM
80
QS Batterymarch Financial Management
New York
$19K +$19.2K +734 New
MCM
81
Manchester Capital Management
Vermont
$16K +$15.7K +600 New
WA
82
WFG Advisors
Texas
$14K +$13.7K +524 New
Bessemer Group
83
Bessemer Group
New Jersey
$12K +$11.8K +450 New
PTC
84
Private Trust Company
Ohio
$12K +$11.9K +455 New
FHC
85
First Heartland Consultants
Missouri
$12K +$12K +458 New
BFEC
86
Benjamin F. Edwards & Company
Missouri
$12K +$12.6K +483 New
BOK
87
Bank of Kentucky
Kentucky
$10K +$10.5K +400 New
FANJ
88
Financial Architects (New Jersey)
New Jersey
$8K +$7.84K +300 New
NES
89
New England Securities
New York
$5K +$5.23K +200 New
PAS
90
Partnervest Advisory Services
California
$5K +$5.52K +211 New
SSB
91
Sandy Spring Bank
Maryland
$3K +$2.62K +100 New
WT
92
Whittier Trust
California
$3K +$3.16K +121 New
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2.22K +85 New
SPL
94
Smart Portfolios LLC
Washington
$660 +$654 +25 New
LFG
95
LifePlan Financial Group
Ohio
– +$26 +1 New
CFA
96
Carroll Financial Associates
North Carolina
– +$7.19K +275 New
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IYZ Hedge Fund Activity: Q2 2013 in Review

95 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q2 2013, worth a combined $289M.

Buyers outnumbered sellers: 95 funds opened new IYZ positions and 0 closed out — a net gain of 95 holders — while 0 added to existing stakes and 0 trimmed.

  • 95 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $289M of iShares US Telecommunications ETF stock for Q2 2013.
  • 95 funds opened new iShares US Telecommunications ETF positions in Q2 2013 and 0 closed out, a net change of +95 holders.

Based on aggregated 13F filings for Q2 2013.