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iShares US Telecommunications ETF
IYZ

Overview Fund Activity

125 hedge funds and large institutions have $374M invested in iShares US Telecommunications ETF in 2016 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 33 increasing their positions, 40 reducing their positions, and 25 closing their positions.

Holders
125
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
28
Increased
33
Reduced
40
Closed
25
Calls
$1.14M
Puts
$1.24M
Net Calls
-$101K
Net Calls Change
-$1.51M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$27.8M
2
BCM
2
Brookstone Capital Management
Illinois
$8.69M
3
Bank of America
3
Bank of America
North Carolina
$50.8M
4
BWM
4
Braver Wealth Management
Massachusetts
$3.33M
5
CFS
5
Commonwealth Financial Services
West Virginia
$3.26M

Top Sellers

1
SWA
1
SFMG Wealth Advisors
Texas
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$87.7M
3
UCFA
3
United Capital Financial Advisors
Texas
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.93M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$2.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
76
HighTower Advisors
Illinois
$230K – – –
CS
77
Credit Suisse
Switzerland
$224K -$1.13M -32,779 -83%
BOTW
78
Bank of the West
California
$220K -$175K -5,082 -44%
GA
79
Geneva Advisors
Illinois
$213K +$213K +6,170 New
IA
80
IFP Advisors
Florida
$209K -$696K -20,146 -77%
AP
81
Advisors Preferred
Maryland
$206K +$206K +5,974 New
Jane Street
82
Jane Street
New York
$201K -$672K -19,508 -77%
SLF
83
Sun Life Financial
Ontario, Canada
$174K -$5.13M -176,843 -97%
JIR
84
James Investment Research
Ohio
$166K – – –
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$142K +$15.9K +463 +13%
PA
86
Parallel Advisors
California
$114K +$114K +3,301 New
VFA
87
Virtus Fund Advisers
Connecticut
$109K -$1.91K -55 -2%
ClearBridge Investments
88
ClearBridge Investments
New York
$101K – – –
EWM
89
Endurance Wealth Management
Rhode Island
$100K +$5.15K +150 +5%
MPWT
90
MassMutual Private Wealth & Trust
Connecticut
$94.9K +$94.9K +2,750 New
MFS
91
MSI Financial Services
Massachusetts
$91K +$10.1K +293 +12%
Simplex Trading
92
Simplex Trading
Illinois
$88K +$88K +2,573 New
JGIA
93
Jackson Grant Investment Advisers
Connecticut
$77K +$1K +29 +1%
HNB
94
Huntington National Bank
Ohio
$45K -$3.46K -100 -7%
SJIM
95
St. Johns Investment Management
Florida
$38K +$6.65K +195 +21%
EDRH
96
Edmond de Rothschild Holding
Switzerland
$36K – – –
NFG
97
Next Financial Group
Texas
$35K +$4.82K +138 +16%
MLM
98
Mount Lucas Management
Pennsylvania
$35K +$35K +1,027 New
SFS
99
Sowell Financial Services
Arkansas
$34K +$34K +1,002 New
OC
100
Oakworth Capital
Alabama
$33K -$1.61K -50 -5%
2 3
4
5 6