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iShares US Telecommunications ETF
IYZ

Overview Fund Activity

94 hedge funds and large institutions have $255M invested in iShares US Telecommunications ETF in 2013 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 26 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
-1
Holders Change %
-1.05%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
14
Increased
26
Reduced
37
Closed
13
Calls
$1.11M
Puts
$245K
Net Calls
+$864K
Net Calls Change
+$4.06M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$6.53M
2
PWM
2
Patriot Wealth Management
Texas
$4.81M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.67M
4
Bank of America
4
Bank of America
North Carolina
$23.3M
5
Jane Street
5
Jane Street
New York
$1.94M

Top Sellers

1
Deutsche Bank
1
Deutsche Bank
Germany
$26M
2
Citigroup
2
Citigroup
New York
$26.4M
3
Wells Fargo
3
Wells Fargo
California
$38.9M
4
BFA
4
Beaumont Financial Advisors
Massachusetts
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
QBFM
76
QS Batterymarch Financial Management
New York
$29K +$8.23K +291 +40%
JIC
77
Joel Isaacson & Co
New York
$28K – – –
Brown Advisory
78
Brown Advisory
Maryland
$26K – – –
PSUF
79
People's United Financial
Connecticut
$22K – – –
WRM
80
Westport Resources Management
Connecticut
$21K – – –
MCM
81
Manchester Capital Management
Vermont
$17K – – –
WA
82
WFG Advisors
Texas
$14K – – –
SMA
83
Simply Money Advisors
Ohio
$14K +$14K +490 New
BFEC
84
Benjamin F. Edwards & Company
Missouri
$13K -$474 -17 -4%
PTC
85
Private Trust Company
Ohio
$13K – – –
Bessemer Group
86
Bessemer Group
New Jersey
$12K – – –
BOK
87
Bank of Kentucky
Kentucky
$11K – – –
NES
88
New England Securities
New York
$7K +$1.78K +68 +34%
PAS
89
Partnervest Advisory Services
California
$6K +$112 +4 +2%
MAS
90
Madden Advisory Services
Florida
$5K +$5K +170 New
CFA
91
Carroll Financial Associates
North Carolina
$3K -$3.25K -143 -52%
WT
92
Whittier Trust
California
$3K – – –
SSB
93
Sandy Spring Bank
Maryland
$3K – – –
TFA
94
Transamerica Financial Advisors
Florida
$2K +$2K +40 New
BFA
95
Beaumont Financial Advisors
Massachusetts
– -$7.72M -298,547 Closed
SWM
96
Strategic Wealth Management
Washington
– -$1.72M -66,600 Closed
VC
97
Vicus Capital
Pennsylvania
– -$1.37M -53,054 Closed
RJFSA
98
Raymond James Financial Services Advisors
Florida
– -$418K -16,180 Closed
MM
99
Main Management
California
– -$230K -8,900 Closed
WSFS
100
Wilmington Savings Fund Society
Delaware
– -$223K -8,651 Closed
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4
5