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iShares US Telecommunications ETF
IYZ

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

292% more call options, than puts

Call options by funds: $1.62M | Put options by funds: $413K

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

2.65% more ownership

Funds ownership: 70.19% → 72.84% (+2.6%)

13% less funds holding

Funds holding: 117 → 102 (-15)

20% less capital invested

Capital invested by funds: $275M → $219M (-$56.1M)

42% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 36

48% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 23

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

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$11.4M
2
QA
Quantitative Advantage
Minnesota
+$5.14M
3
SCCM
Schafer Cullen Capital Management
New York
+$2.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$1.51M
5
KCM
Karp Capital Management
California
+$1.17M

Top Sellers

Rank Fund Capital Flow
1
LMIM
Lockheed Martin Investment Management
Maryland
-$16.2M
2
Barclays
Barclays
United Kingdom
-$7.47M
3
UBS Group
UBS Group
Switzerland
-$4.47M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$3.68M
5
Bank of America
Bank of America
North Carolina
-$2.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
JSC
76
Jackson Square Capital
California
$14K -$24.4K -858 -60%
CAN
77
Claraphi Advisory Network
United States
$9K +$10.3K +362 New
SWA
78
Stratos Wealth Advisors
Ohio
$9K +$10.6K +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 -$1.77K -62 -19%
GAM
82
Gemmer Asset Management
California
$7K – – –
GWM
83
Geneos Wealth Management
Colorado
$7K – – –
MFT
84
Moisand Fitzgerald Tamayo
Florida
$7K – – –
OC
85
Oakworth Capital
Alabama
$7K – – –
AA
86
AlphaMark Advisors
Kentucky
$5K – – –
TCM
87
TD Capital Management
Tennessee
$5K +$57 +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 +$4.1K +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 +$2.14K +75 New
BW
96
Bison Wealth
Georgia
$1K – – –
MCM
97
McMillion Capital Management
North Carolina
$1K – – –
SPIA
98
Steward Partners Investment Advisory
New York
$1K – – –
WT
99
Whittier Trust
California
$1K – – –
WIM
100
Westside Investment Management
California
$1 +$1.85K +65 New
1 2 3
4
5

IYZ Hedge Fund Activity: Q1 2020 in Review

102 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q1 2020, worth a combined $219M — down 20% from $275M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of IYZ and 12 opened new positions — a net loss of 11 holders — while 36 trimmed existing stakes and 21 added.

The largest buyer was JP Morgan Chase, adding an estimated $11.4M. The largest seller was Lockheed Martin Investment Management, cutting an estimated $16.2M.

  • 102 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q1 2020, down from 117 in Q4 2019.
  • Funds reported $219M of iShares US Telecommunications ETF stock for Q1 2020, down 20% quarter-over-quarter.
  • 12 funds opened new iShares US Telecommunications ETF positions in Q1 2020 and 23 closed out, a net change of -11 holders.
  • The largest iShares US Telecommunications ETF buyer in Q1 2020 was JP Morgan Chase, an estimated $11.4M added.
  • The largest iShares US Telecommunications ETF seller in Q1 2020 was Lockheed Martin Investment Management, an estimated $16.2M sold.

Based on aggregated 13F filings for Q1 2020.