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iShares US Telecommunications ETF
IYZ

123 hedge funds and large institutions have $359M invested in iShares US Telecommunications ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $1.92M | Put options by funds: $654K

41% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 29

2.4% more ownership

Funds ownership: 75.68% → 78.08% (+2.4%)

3% more capital invested

Capital invested by funds: $350M → $359M (+$9.7M)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

2% less funds holding

Funds holding: 125 → 123 (-2)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
123
Holders Change
-2
Holders Change %
-1.6%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
41
Reduced
29
Closed
13
Calls
$1.92M
Puts
$654K
Net Calls
+$1.26M
Net Calls Change
-$389K

Top Buyers

1
Russell Investments Group
Russell Investments Group
United Kingdom
+$36.5M
2
LMIM
Lockheed Martin Investment Management
Maryland
+$13.6M
3
Millennium Management
Millennium Management
New York
+$10.7M
4
Bank of America
Bank of America
North Carolina
+$3.69M
5
Wells Fargo
Wells Fargo
California
+$2.81M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$48.5M
2
Morgan Stanley
Morgan Stanley
New York
-$7.22M
3
Citadel Advisors
Citadel Advisors
Florida
-$3.93M
4
Barclays
Barclays
United Kingdom
-$3.23M
5
TRCT
Tower Research Capital (TRC)
New York
-$2.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
76
Toth Financial Advisory
Virginia
$146K – – –
SWM
77
Spire Wealth Management
Virginia
$136K – – –
PP
78
Paloma Partners
Connecticut
$123K +$123K +3,712 New
ASN
79
Advisory Services Network
Georgia
$110K -$570K -17,198 -84%
IA
80
IFP Advisors
Florida
$84K +$398 +12 +0.5%
CWA
81
Clearview Wealth Advisors
Oregon
$69K +$398 +12 +0.6%
AIM
82
Axiom Investment Management
New York
$67K – – –
EWM
83
Endurance Wealth Management
Rhode Island
$66K – – –
HNB
84
Huntington National Bank
Ohio
$66K – – –
FDCDDQ
85
Federation des caisses Desjardins du Quebec
Quebec, Canada
$57.3K – – –
CFGS
86
Concourse Financial Group Securities
Alabama
$57K +$332 +10 +0.6%
PA
87
Parallel Advisors
California
$55K – – –
HI
88
Harbour Investments
Wisconsin
$50K +$332 +10 +0.7%
Fidelity Investments
89
Fidelity Investments
Massachusetts
$45K -$199 -6 -0.4%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$39K – – –
CI
91
CX Institutional
Indiana
$34K -$6.14K -185 -15%
CAGAS
92
Capital Advisory Group Advisory Services
Minnesota
$32K – – –
NFG
93
Next Financial Group
Texas
$28K – – –
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$27K – – –
IBOK
95
Independence Bank of Kentucky
Kentucky
$26K -$3.65K -110 -12%
FMTCOCP
96
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$25K – – –
BFEC
97
Benjamin F. Edwards & Company
Missouri
$23K +$100 +3 +0.4%
GWSG
98
GPS Wealth Strategies Group
Colorado
$20K +$20.1K +606 New
MIM
99
MTM Investment Management
South Carolina
$19K – – –
JAWM
100
J. Arnold Wealth Management
Ohio
$17K +$100 +3 +0.6%
2 3
4
5 6

IYZ Hedge Fund Activity: Q2 2021 in Review

123 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q2 2021, worth a combined $359M — up 2.8% from $350M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of IYZ and 12 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 41 added.

The largest buyer was Russell Investments Group, opening a new position worth an estimated $36.5M. The largest seller was International Assets Investment Management, exiting entirely with an estimated $48.5M sold.

  • 123 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q2 2021, down from 125 in Q1 2021.
  • Funds reported $359M of iShares US Telecommunications ETF stock for Q2 2021, up 2.8% quarter-over-quarter.
  • 12 funds opened new iShares US Telecommunications ETF positions in Q2 2021 and 13 closed out, a net change of -1 holder.
  • The largest iShares US Telecommunications ETF buyer in Q2 2021 was Russell Investments Group, an estimated $36.5M added.
  • The largest iShares US Telecommunications ETF seller in Q2 2021 was International Assets Investment Management, an estimated $48.5M sold.

Based on aggregated 13F filings for Q2 2021.