iShares US Telecommunications ETF
116 hedge funds and large institutions have $326M invested in iShares US Telecommunications ETF in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 14 closing their positions.
86% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 14
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
33% more repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 27
26% more capital invested
Capital invested by funds: $258M → $326M (+$68M)
16% more call options, than puts
Call options by funds: $1.32M | Put options by funds: $1.15M
10% more funds holding
Funds holding: 105 → 116 (+11)
2.53% more ownership
Funds ownership: 71.05% → 73.58% (+2.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
+$14.3M |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$9.73M |
| 3 |
Goldman Sachs
New York
|
+$5.35M |
| 4 |
AIA
Avalon Investment & Advisory
Houston,
Texas
|
+$4.13M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$2.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
-$5.44M |
| 2 |
Morgan Stanley
New York
|
-$5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$3.04M |
| 4 |
WI
Wintrust Investments
Chicago,
Illinois
|
-$1.85M |
| 5 |
Two Sigma Investments
New York
|
-$1.71M |
IYZ Hedge Fund Activity: Q4 2020 in Review
116 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q4 2020, worth a combined $326M — up 26% from $258M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new IYZ positions and 14 closed out — a net gain of 12 holders — while 36 added to existing stakes and 27 trimmed.
The largest buyer was Lockheed Martin Investment Management, adding an estimated $14.3M. The largest seller was Barclays, exiting entirely with an estimated $5.44M sold.
- 116 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q4 2020, up from 105 in Q3 2020.
- Funds reported $326M of iShares US Telecommunications ETF stock for Q4 2020, up 26% quarter-over-quarter.
- 26 funds opened new iShares US Telecommunications ETF positions in Q4 2020 and 14 closed out, a net change of +12 holders.
- The largest iShares US Telecommunications ETF buyer in Q4 2020 was Lockheed Martin Investment Management, an estimated $14.3M added.
- The largest iShares US Telecommunications ETF seller in Q4 2020 was Barclays, an estimated $5.44M sold.
Based on aggregated 13F filings for Q4 2020.