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iShares US Telecommunications ETF
IYZ

110 hedge funds and large institutions have $395M invested in iShares US Telecommunications ETF in 2015 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 38 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 11

56% more capital invested

Capital invested by funds: $253M → $395M (+$142M)

41% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 27

9% more funds holding

Funds holding: 101 → 110 (+9)

4.3% more ownership

Funds ownership: 60.24% → 64.54% (+4.3%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.17M

Holders
110
Holders Change
+9
Holders Change %
+8.91%
% of All Funds
2.89%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
20
Increased
38
Reduced
27
Closed
11
Calls
–
Puts
$1.17M
Net Calls
-$1.17M
Net Calls Change
-$59K

Top Buyers

Rank Fund Capital Flow
1
CI
Clal Insurance
Israel
+$57.3M
2
Bank of America
Bank of America
North Carolina
+$55.7M
3
Goldman Sachs
Goldman Sachs
New York
+$15.9M
4
SCCM
Schafer Cullen Capital Management
New York
+$15.6M
5
Citigroup
Citigroup
New York
+$8.95M

Top Sellers

Rank Fund Capital Flow
1
GA
Giralda Advisors
New York
-$25.4M
2
Morgan Stanley
Morgan Stanley
New York
-$16.8M
3
Jane Street
Jane Street
New York
-$2.08M
4
UCFA
United Capital Financial Advisors
Texas
-$1.92M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.89M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
76
MassMutual Private Wealth & Trust
Connecticut
$96.4K -$1.29M -44,177 -93%
EWM
77
Endurance Wealth Management
Rhode Island
$93K – – –
PVH
78
Psagot Value Holdings
Israel
$78K – – –
ClearBridge Investments
79
ClearBridge Investments
New York
$72K +$72.8K +2,500 New
LTFS
80
Ladenburg Thalmann Financial Services
Florida
$71K +$4.11K +141 +6%
MFS
81
MSI Financial Services
Massachusetts
$64K +$41K +1,409 +176%
BCFS
82
Butensky & Cohen Financial Security
Florida
$37K – – –
OC
83
Oakworth Capital
Alabama
$26K +$26.2K +900 New
LWM
84
LBA Wealth Management
Florida
$19K – – –
BFEC
85
Benjamin F. Edwards & Company
Missouri
$19K +$58 +2 +0.3%
MCM
86
Manchester Capital Management
Vermont
$17K – – –
TC
87
Trust Company
Kansas
$16.2K +$116 +4 +0.7%
JGIA
88
Jackson Grant Investment Advisers
Connecticut
$16K +$15.9K +545 New
WRM
89
Westport Resources Management
Connecticut
$15K – – –
Creative Planning
90
Creative Planning
Kansas
$14K – – –
Bessemer Group
91
Bessemer Group
New Jersey
$13K – – –
PSUF
92
People's United Financial
Connecticut
$12K – – –
CFG
93
Citizens Financial Group
Rhode Island
$11K +$11.6K +398 New
CHP
94
Cable Hill Partners
Oregon
$9K – – –
MFT
95
Moisand Fitzgerald Tamayo
Florida
$9K +$8.73K +300 New
GAM
96
Gemmer Asset Management
California
$8K – – –
NFG
97
Next Financial Group
Texas
$7K -$1.8K -62 -20%
WA
98
WFG Advisors
Texas
$7K – – –
HFA
99
High Falls Advisors
New York
$6K +$5.82K +200 New
AA
100
AlphaMark Advisors
Kentucky
$4K – – –
1 2 3
4
5

IYZ Hedge Fund Activity: Q4 2015 in Review

110 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q4 2015, worth a combined $395M — up 56% from $253M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IYZ positions and 11 closed out — a net gain of 9 holders — while 38 added to existing stakes and 27 trimmed.

The largest buyer was Clal Insurance, adding an estimated $57.3M. The largest seller was Giralda Advisors, cutting an estimated $25.4M.

  • 110 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q4 2015, up from 101 in Q3 2015.
  • Funds reported $395M of iShares US Telecommunications ETF stock for Q4 2015, up 56% quarter-over-quarter.
  • 20 funds opened new iShares US Telecommunications ETF positions in Q4 2015 and 11 closed out, a net change of +9 holders.
  • The largest iShares US Telecommunications ETF buyer in Q4 2015 was Clal Insurance, an estimated $57.3M added.
  • The largest iShares US Telecommunications ETF seller in Q4 2015 was Giralda Advisors, an estimated $25.4M sold.

Based on aggregated 13F filings for Q4 2015.