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iShares US Telecommunications ETF
IYZ

Overview Fund Activity

102 hedge funds and large institutions have $234M invested in iShares US Telecommunications ETF in 2013 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 16 increasing their positions, 46 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+8
Holders Change %
+8.51%
% of All Funds
2.96%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
22
Increased
16
Reduced
46
Closed
12
Calls
$69K
Puts
$595K
Net Calls
-$526K
Net Calls Change
-$1.39M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$11.7M
2
SG Americas Securities
2
SG Americas Securities
New York
$5.96M
3
SCCM
3
Schafer Cullen Capital Management
New York
$3.34M
4
Deutsche Bank
4
Deutsche Bank
Germany
$29.8M
5
SLF
5
Sun Life Financial
Ontario, Canada
$1.26M

Top Sellers

1
Citigroup
1
Citigroup
New York
$11.9M
2
GA
2
Giralda Advisors
New York
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.15M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$991K
5
PWM
5
Patriot Wealth Management
Texas
$1.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMB
76
Field & Main Bank
Kentucky
$35K +$35K +1,175 New
LWM
77
LBA Wealth Management
Florida
$32K +$32K +1,070 New
JIC
78
Joel Isaacson & Co
New York
$30K – – –
JFGIW
79
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$28K -$49.3K -1,665 -64%
Brown Advisory
80
Brown Advisory
Maryland
$28K – – –
ASN
81
Advisory Services Network
Georgia
$28K +$28K +938 New
PSUF
82
People's United Financial
Connecticut
$24K – – –
LFG
83
LifePlan Financial Group
Ohio
$23K -$59.5K -2,038 -72%
WRM
84
Westport Resources Management
Connecticut
$18K -$4.28K -147 -19%
MCM
85
Manchester Capital Management
Vermont
$18K – – –
WA
86
WFG Advisors
Texas
$16K – – –
ECM
87
Exchange Capital Management
Michigan
$14K -$489K -16,595 -97%
PTC
88
Private Trust Company
Ohio
$14K – – –
Bessemer Group
89
Bessemer Group
New Jersey
$13K – – –
BOK
90
Bank of Kentucky
Kentucky
$12K – – –
PFA
91
Paradigm Financial Advisors
Missouri
$12K +$12K +400 New
BFEC
92
Benjamin F. Edwards & Company
Missouri
$11K -$3.04K -101 -22%
PSI
93
Pinnacle Summer Investments
Virginia
$11K +$11K +354 New
PTCG
94
Pring Turner Capital Group
California
$9K +$9K +295 New
PAS
95
Partnervest Advisory Services
California
$6K +$28 +1 +0.5%
MAS
96
Madden Advisory Services
Florida
$5K – – –
WT
97
Whittier Trust
California
$4K – – –
SSB
98
Sandy Spring Bank
Maryland
$3K – – –
CFA
99
Carroll Financial Associates
North Carolina
$3K – – –
CCS
100
Crosspoint Capital Strategies
California
$3K +$3K +110 New
1 2 3
4
5