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iShares US Telecommunications ETF
IYZ

Overview Fund Activity

102 hedge funds and large institutions have $219M invested in iShares US Telecommunications ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 36 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
-15
Holders Change %
-12.82%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
12
Increased
21
Reduced
36
Closed
23
Calls
$1.62M
Puts
$413K
Net Calls
+$1.21M
Net Calls Change
+$135K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$10M
2
QA
2
Quantitative Advantage
Minnesota
$4.48M
3
SCCM
3
Schafer Cullen Capital Management
New York
$3.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.32M
5
KCM
5
Karp Capital Management
California
$6.57M

Top Sellers

1
LMIM
1
Lockheed Martin Investment Management
Maryland
$57.3M
2
Barclays
2
Barclays
United Kingdom
$0
3
UBS Group
3
UBS Group
Switzerland
$4.47M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$4.11M
5
Bank of America
5
Bank of America
North Carolina
$18.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
JSC
76
Jackson Square Capital
California
$14K -$21K -858 -60%
CAN
77
Claraphi Advisory Network
United States
$9K +$9K +362 New
SWA
78
Stratos Wealth Advisors
Ohio
$9K +$9K +372 New
GRP
79
Global Retirement Partners
California
$8K – – –
SFPG
80
Stonebridge Financial Planning Group
Florida
$8K – – –
SJIM
81
St. Johns Investment Management
Florida
$7K -$1.64K -62 -19%
GAM
82
Gemmer Asset Management
California
$7K – – –
MFT
83
Moisand Fitzgerald Tamayo
Florida
$7K – – –
GWM
84
Geneos Wealth Management
Colorado
$7K – – –
OC
85
Oakworth Capital
Alabama
$7K – – –
AA
86
AlphaMark Advisors
Kentucky
$5K – – –
TCM
87
TD Capital Management
Tennessee
$5K +$48 +2 +1%
CB
88
Community Bank
New York
$4K – – –
LWANC
89
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K – – –
PWMG
90
Prestige Wealth Management Group
New Jersey
$4K – – –
AA
91
Advisory Alpha
Michigan
$3.85K +$3.85K +144 New
APA
92
American Portfolios Advisors
New York
$2.26K – – –
CIAS
93
Capital Investment Advisory Services
North Carolina
$2K – – –
TCOV
94
Trust Company of Vermont
Vermont
$2K – – –
AIC
95
Ameritas Investment Company
Nebraska
$2K +$2K +75 New
BW
96
Bison Wealth
Georgia
$1K – – –
SPIA
97
Steward Partners Investment Advisory
New York
$1K – – –
WT
98
Whittier Trust
California
$1K – – –
MCM
99
McMillion Capital Management
North Carolina
$1K – – –
WIM
100
Westside Investment Management
California
$1 +$1 +65 New
1 2 3
4
5