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iShares US Telecommunications ETF
IYZ

112 hedge funds and large institutions have $397M invested in iShares US Telecommunications ETF in 2016 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 28 increasing their positions, 38 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

14% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 21

6.99% more ownership

Funds ownership: 64.54% → 71.53% (+7%)

2% more funds holding

Funds holding: 110 → 112 (+2)

1% more capital invested

Capital invested by funds: $395M → $397M (+$2.05M)

26% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 38

Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
2.98%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
24
Increased
28
Reduced
38
Closed
21
Calls
$842K
Puts
–
Net Calls
+$842K
Net Calls Change
+$2.01M

Top Buyers

1
LPL Financial
LPL Financial
California
+$17.7M
2
ACM
Arlington Capital Management
Illinois
+$16M
3
AP
Advisors Preferred
Maryland
+$9.62M
4
QA
Quantitative Advantage
Minnesota
+$9.04M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$5.25M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$47M
2
SCCM
Schafer Cullen Capital Management
New York
-$18.2M
3
CI
Clal Insurance
Israel
-$9.36M
4
GA
Giralda Advisors
New York
-$5.63M
5
UFA
US Financial Advisors
Massachusetts
-$5.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
76
MassMutual Private Wealth & Trust
Connecticut
$93.7K -$8.5K -300 -9%
ClearBridge Investments
77
ClearBridge Investments
New York
$91K +$13.1K +464 +19%
UFA
78
US Financial Advisors
Massachusetts
$79K -$5.23M -184,593 -99%
MFS
79
MSI Financial Services
Massachusetts
$71K +$2.75K +97 +4%
JGIA
80
Jackson Grant Investment Advisers
Connecticut
$61K +$40.4K +1,427 +262%
BCFS
81
Butensky & Cohen Financial Security
Florida
$40K – – –
KF
82
Krilogy Financial
Missouri
$38K +$34.8K +1,227 New
OC
83
Oakworth Capital
Alabama
$31K +$2.83K +100 +11%
OSNBOA
84
Old Second National Bank of Aurora
Illinois
$29K -$1.02M -36,083 -97%
GWM
85
Geneos Wealth Management
Colorado
$23K +$21.2K +750 New
BFEC
86
Benjamin F. Edwards & Company
Missouri
$20K – – –
MCM
87
Manchester Capital Management
Vermont
$18K – – –
LWM
88
LBA Wealth Management
Florida
$17K -$2.55K -90 -14%
Toronto Dominion Bank
89
Toronto Dominion Bank
Ontario, Canada
$16K +$14.7K +520 New
TC
90
Trust Company
Kansas
$15K -$2.24K -79 -14%
Creative Planning
91
Creative Planning
Kansas
$15K – – –
Bessemer Group
92
Bessemer Group
New Jersey
$14K – – –
PSUF
93
People's United Financial
Connecticut
$12K – – –
CHP
94
Cable Hill Partners
Oregon
$10K – – –
Manulife (Manufacturers Life Insurance)
95
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$10K +$1.73K +61 +23%
MFT
96
Moisand Fitzgerald Tamayo
Florida
$9K – – –
GAM
97
Gemmer Asset Management
California
$8K – – –
NFG
98
Next Financial Group
Texas
$7K – – –
HFA
99
High Falls Advisors
New York
$6K – – –
SJIM
100
St. Johns Investment Management
Florida
$6K +$5.38K +190 New
2 3
4
5 6

IYZ Hedge Fund Activity: Q1 2016 in Review

112 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q1 2016, worth a combined $397M — up 0.52% from $395M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IYZ positions and 21 closed out — a net gain of 3 holders — while 28 added to existing stakes and 38 trimmed.

The largest buyer was LPL Financial, adding an estimated $17.7M. The largest seller was Bank of America, cutting an estimated $47M.

  • 112 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q1 2016, up from 110 in Q4 2015.
  • Funds reported $397M of iShares US Telecommunications ETF stock for Q1 2016, up 0.52% quarter-over-quarter.
  • 24 funds opened new iShares US Telecommunications ETF positions in Q1 2016 and 21 closed out, a net change of +3 holders.
  • The largest iShares US Telecommunications ETF buyer in Q1 2016 was LPL Financial, an estimated $17.7M added.
  • The largest iShares US Telecommunications ETF seller in Q1 2016 was Bank of America, an estimated $47M sold.

Based on aggregated 13F filings for Q1 2016.