iShares US Telecommunications ETF
124 hedge funds and large institutions have $280M invested in iShares US Telecommunications ETF in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 23 increasing their positions, 43 reducing their positions, and 16 closing their positions.
50% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 16
4% more funds holding
Funds holding: 119 → 124 (+5)
4% more capital invested
Capital invested by funds: $269M → $280M (+$10.9M)
12.08% less ownership
Funds ownership: 68.32% → 56.24% (-12%)
47% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 43
Top Buyers
Top Sellers
| 1 |
SCCM
Schafer Cullen Capital Management
New York
|
-$21.3M |
| 2 |
Morgan Stanley
New York
|
-$21.3M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.87M |
| 4 |
IWA
IBEX Wealth Advisors
Bedminster,
New Jersey
|
-$2.1M |
| 5 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
-$1.75M |
IYZ Hedge Fund Activity: Q1 2019 in Review
124 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q1 2019, worth a combined $280M — up 4.1% from $269M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new IYZ positions and 16 closed out — a net gain of 8 holders — while 23 added to existing stakes and 43 trimmed.
The largest buyer was WealthSource Partners, opening a new position worth an estimated $7.41M. The largest seller was Schafer Cullen Capital Management, exiting entirely with an estimated $21.3M sold.
- 124 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q1 2019, up from 119 in Q4 2018.
- Funds reported $280M of iShares US Telecommunications ETF stock for Q1 2019, up 4.1% quarter-over-quarter.
- 24 funds opened new iShares US Telecommunications ETF positions in Q1 2019 and 16 closed out, a net change of +8 holders.
- The largest iShares US Telecommunications ETF buyer in Q1 2019 was WealthSource Partners, an estimated $7.41M added.
- The largest iShares US Telecommunications ETF seller in Q1 2019 was Schafer Cullen Capital Management, an estimated $21.3M sold.
Based on aggregated 13F filings for Q1 2019.