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iShares US Telecommunications ETF
IYZ

Overview Fund Activity

136 hedge funds and large institutions have $569M invested in iShares US Telecommunications ETF in 2016 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+24
Holders Change %
+21.43%
% of All Funds
3.63%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
39
Increased
40
Reduced
35
Closed
15
Calls
$2.39M
Puts
$809K
Net Calls
+$1.58M
Net Calls Change
+$740K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$65.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$61.2M
3
SWA
3
SFMG Wealth Advisors
Texas
$22.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$27M
5
BWM
5
Braver Wealth Management
Massachusetts
$7.3M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$12.1M
2
Citigroup
2
Citigroup
New York
$5.01M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
4
AP
4
Advisors Preferred
Maryland
$5.06M
5
UBS Group
5
UBS Group
Switzerland
$8.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
76
US Bancorp
Minnesota
$409K +$16.9K +508 +4%
IFS
77
Ifrah Financial Services
Arkansas
$388K +$388K +11,647 New
CFS
78
Commonwealth Financial Services
West Virginia
$341K +$341K +10,253 New
BA
79
Bristlecone Advisors
Washington
$337K – – –
SB
80
Simmons Bank
Arkansas
$325K -$10.3K -310 -3%
GT
81
Greenleaf Trust
Michigan
$321K +$321K +9,636 New
IA
82
IFP Advisors
Florida
$307K +$307K +9,198 +65,700%
BTS
83
BB&T Securities
Virginia
$278K -$14.6K -439 -5%
DJSG
84
D.J. St. Germain
Massachusetts
$267K +$6.67K +200 +3%
AAM
85
Aureus Asset Management
Massachusetts
$266K +$266K +8,000 New
BRWA
86
B. Riley Wealth Advisors
Florida
$253K +$4.93K +148 +2%
HCMT
87
Highland Capital Management (Tennessee)
Tennessee
$248K – – –
NFG
88
Noven Financial Group
Colorado
$244K +$244K +7,333 New
FNT
89
First National Trust
Pennsylvania
$236K – – –
HighTower Advisors
90
HighTower Advisors
Illinois
$221K -$1K -30 -0.5%
M&T Bank
91
M&T Bank
New York
$208K +$208K +6,243 New
TRCT
92
Tower Research Capital (TRC)
New York
$207K -$759K -22,838 -79%
WAM
93
Weatherly Asset Management
California
$202K +$202K +6,058 New
JIR
94
James Investment Research
Ohio
$161K – – –
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$122K -$4.43K -133 -4%
VFA
96
Virtus Fund Advisers
Connecticut
$107K +$107K +3,225 New
EWM
97
Endurance Wealth Management
Rhode Island
$104K – – –
ClearBridge Investments
98
ClearBridge Investments
New York
$104K +$5.61K +169 +6%
FAM
99
Foresters Asset Management
Ontario, Canada
$97K +$97K +2,900 New
MPWT
100
MassMutual Private Wealth & Trust
Connecticut
$91.6K -$9.99K -300 -10%
2 3
4
5 6