We are live on ! Find out more
IYZ icon

iShares US Telecommunications ETF
IYZ

105 hedge funds and large institutions have $258M invested in iShares US Telecommunications ETF in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 34 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more call options, than puts

Call options by funds: $2.28M | Put options by funds: $1.5M

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less capital invested

Capital invested by funds: $267M → $258M (-$8.9M)

1.25% less ownership

Funds ownership: 72.3% → 71.05% (-1.3%)

5% less funds holding

Funds holding: 110 → 105 (-5)

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

35% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 34

Holders
105
Holders Change
-5
Holders Change %
-4.55%
% of All Funds
2.12%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
17
Increased
22
Reduced
34
Closed
21
Calls
$2.28M
Puts
$1.5M
Net Calls
+$782K
Net Calls Change
+$623K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.9M
2
Bank of America
Bank of America
North Carolina
+$2.58M
3
Two Sigma Investments
Two Sigma Investments
New York
+$1.87M
4
TEE
Tibra Equities Europe
United Kingdom
+$1.77M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.41M

Top Sellers

Rank Fund Capital Flow
1
IAIM
International Assets Investment Management
Florida
-$14M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.92M
3
OPS
Orion Portfolio Solutions
Nebraska
-$1.83M
4
Barclays
Barclays
United Kingdom
-$1.42M
5
Jane Street
Jane Street
New York
-$1.38M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$22K – – –
NFG
77
Next Financial Group
Texas
$22K +$23K +814 New
FMTCOCP
78
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$20K – – –
BFEC
79
Benjamin F. Edwards & Company
Missouri
$18K +$57 +2 +0.3%
APA
80
American Portfolios Advisors
New York
$9.3K – – –
GRP
81
Global Retirement Partners
California
$9K – – –
GWM
82
Geneos Wealth Management
Colorado
$8K – – –
MFT
83
Moisand Fitzgerald Tamayo
Florida
$8K – – –
OC
84
Oakworth Capital
Alabama
$8K – – –
SFPG
85
Stonebridge Financial Planning Group
Florida
$8K – – –
GAM
86
Gemmer Asset Management
California
$7K – – –
JWM
87
Jeppson Wealth Management
California
$7K +$7.08K +250 New
PFS
88
Prospera Financial Services
Texas
$7K +$7.08K +250 New
AA
89
AlphaMark Advisors
Kentucky
$5K – – –
Citigroup
90
Citigroup
New York
$5K – – –
JSC
91
Jackson Square Capital
California
$5K – – –
LWANC
92
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K – – –
PWMG
93
Prestige Wealth Management Group
New Jersey
$4K – – –
TCOV
94
Trust Company of Vermont
Vermont
$3K -$368 -13 -11%
AF
95
Advisornet Financial
Minnesota
$3K +$2.8K +99 New
CIAS
96
Capital Investment Advisory Services
North Carolina
$2K – – –
CB
97
Community Bank
New York
$2K – – –
HNB
98
Huntington National Bank
Ohio
$2K +$651 +23 +35%
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$2K +$2.12K +75 New
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
$2K +$2.49K +88 New
1 2 3
4
5

IYZ Hedge Fund Activity: Q3 2020 in Review

105 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q3 2020, worth a combined $258M — down 3.3% from $267M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of IYZ and 17 opened new positions — a net loss of 4 holders — while 34 trimmed existing stakes and 22 added.

The largest buyer was Morgan Stanley, adding an estimated $3.9M. The largest seller was International Assets Investment Management, exiting entirely with an estimated $14M sold.

  • 105 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q3 2020, down from 110 in Q2 2020.
  • Funds reported $258M of iShares US Telecommunications ETF stock for Q3 2020, down 3.3% quarter-over-quarter.
  • 17 funds opened new iShares US Telecommunications ETF positions in Q3 2020 and 21 closed out, a net change of -4 holders.
  • The largest iShares US Telecommunications ETF buyer in Q3 2020 was Morgan Stanley, an estimated $3.9M added.
  • The largest iShares US Telecommunications ETF seller in Q3 2020 was International Assets Investment Management, an estimated $14M sold.

Based on aggregated 13F filings for Q3 2020.