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iShares US Telecommunications ETF
IYZ

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

353% more call options, than puts

Call options by funds: $1.11M | Put options by funds: $245K

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

1% less funds holding

Funds holding: 95 → 94 (-1)

5.32% less ownership

Funds ownership: 64.66% → 59.34% (-5.3%)

12% less capital invested

Capital invested by funds: $289M → $255M (-$33.4M)

30% less repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 37

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

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$5.91M
2
PWM
Patriot Wealth Management
Texas
+$4.79M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.68M
4
Bank of America
Bank of America
North Carolina
+$2.46M
5
Jane Street
Jane Street
New York
+$1.93M

Top Sellers

Rank Fund Capital Flow
1
Deutsche Bank
Deutsche Bank
Germany
-$19.2M
2
Citigroup
Citigroup
New York
-$17.7M
3
Wells Fargo
Wells Fargo
California
-$17.3M
4
BFA
Beaumont Financial Advisors
Massachusetts
-$7.72M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
QBFM
76
QS Batterymarch Financial Management
New York
$29K +$8K +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 +$13.5K +490 New
BFEC
84
Benjamin F. Edwards & Company
Missouri
$13K -$467 -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 +$1.87K +68 +34%
PAS
89
Partnervest Advisory Services
California
$6K +$110 +4 +2%
MAS
90
Madden Advisory Services
Florida
$5K +$4.67K +170 New
CFA
91
Carroll Financial Associates
North Carolina
$3K -$3.93K -143 -52%
SSB
92
Sandy Spring Bank
Maryland
$3K – – –
WT
93
Whittier Trust
California
$3K – – –
TFA
94
Transamerica Financial Advisors
Florida
$2K +$1.1K +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
1 2 3
4
5

IYZ Hedge Fund Activity: Q3 2013 in Review

94 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q3 2013, worth a combined $255M — down 12% from $289M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IYZ positions and 13 closed out — a net gain of 1 holder — while 26 added to existing stakes and 37 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $5.91M. The largest seller was Deutsche Bank, cutting an estimated $19.2M.

  • 94 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q3 2013, down from 95 in Q2 2013.
  • Funds reported $255M of iShares US Telecommunications ETF stock for Q3 2013, down 12% quarter-over-quarter.
  • 14 funds opened new iShares US Telecommunications ETF positions in Q3 2013 and 13 closed out, a net change of +1 holder.
  • The largest iShares US Telecommunications ETF buyer in Q3 2013 was Goldman Sachs, an estimated $5.91M added.
  • The largest iShares US Telecommunications ETF seller in Q3 2013 was Deutsche Bank, an estimated $19.2M sold.

Based on aggregated 13F filings for Q3 2013.