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iShares US Telecommunications ETF
IYZ

124 hedge funds and large institutions have $298M invested in iShares US Telecommunications ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $779K

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

1% more funds holding

Funds holding: 123 → 124 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7.25% less ownership

Funds ownership: 78.08% → 70.83% (-7.3%)

13% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 39

17% less capital invested

Capital invested by funds: $359M → $298M (-$61.6M)

Holders
124
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
34
Reduced
39
Closed
11
Calls
$1.74M
Puts
$779K
Net Calls
+$964K
Net Calls Change
-$300K

Top Buyers

1
Citigroup
Citigroup
New York
+$2.47M
2
Goldman Sachs
Goldman Sachs
New York
+$1.91M
3
Two Sigma Investments
Two Sigma Investments
New York
+$1.6M
4
Wells Fargo
Wells Fargo
California
+$1.56M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$812K

Top Sellers

1
Russell Investments Group
Russell Investments Group
United Kingdom
-$36.6M
2
Millennium Management
Millennium Management
New York
-$9.12M
3
LMIM
Lockheed Martin Investment Management
Maryland
-$6.58M
4
Bank of America
Bank of America
North Carolina
-$5.15M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$4.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
KM
76
Kalos Management
Georgia
$203K +$210K +6,231 New
BA
77
Bridge Advisory
California
$202K -$2.49K -74 -1%
Koshinski Asset Management
78
Koshinski Asset Management
Illinois
$139K +$144K +4,275 New
SWM
79
Spire Wealth Management
Virginia
$133K – – –
US Bancorp
80
US Bancorp
Minnesota
$131K -$24.9K -739 -15%
TFA
81
Toth Financial Advisory
Virginia
$127K -$16K -475 -11%
Bessemer Group
82
Bessemer Group
New Jersey
$100K +$104K +3,074 New
IA
83
IFP Advisors
Florida
$75K -$7.68K -228 -9%
CWA
84
Clearview Wealth Advisors
Oregon
$67K +$34 +1 +0%
AIM
85
Axiom Investment Management
New York
$66K – – –
CFGS
86
Concourse Financial Group Securities
Alabama
$66K +$10.4K +310 +18%
HNB
87
Huntington National Bank
Ohio
$64K – – –
FDCDDQ
88
Federation des caisses Desjardins du Quebec
Quebec, Canada
$62.8K +$7.08K +210 +12%
PA
89
Parallel Advisors
California
$54K – – –
EWM
90
Endurance Wealth Management
Rhode Island
$52K -$13.5K -400 -20%
HI
91
Harbour Investments
Wisconsin
$52K +$3.1K +92 +6%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$45K – – –
CAGAS
93
Capital Advisory Group Advisory Services
Minnesota
$31K – – –
NFG
94
Next Financial Group
Texas
$29K +$1.18K +35 +4%
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$26K – – –
FMTCOCP
96
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$24K – – –
GWSG
97
GPS Wealth Strategies Group
Colorado
$20K – – –
AF
98
Advisornet Financial
Minnesota
$19K +$10.3K +306 +109%
SBL
99
Sargent Bickham Lagudis
Colorado
$19K +$19.8K +588 New
MIM
100
MTM Investment Management
South Carolina
$18K – – –
2 3
4
5 6

IYZ Hedge Fund Activity: Q3 2021 in Review

124 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q3 2021, worth a combined $298M — down 17% from $359M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IYZ positions and 11 closed out — a net gain of 3 holders — while 34 added to existing stakes and 39 trimmed.

The largest buyer was Citigroup, adding an estimated $2.47M. The largest seller was Russell Investments Group, exiting entirely with an estimated $36.6M sold.

  • 124 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q3 2021, up from 123 in Q2 2021.
  • Funds reported $298M of iShares US Telecommunications ETF stock for Q3 2021, down 17% quarter-over-quarter.
  • 14 funds opened new iShares US Telecommunications ETF positions in Q3 2021 and 11 closed out, a net change of +3 holders.
  • The largest iShares US Telecommunications ETF buyer in Q3 2021 was Citigroup, an estimated $2.47M added.
  • The largest iShares US Telecommunications ETF seller in Q3 2021 was Russell Investments Group, an estimated $36.6M sold.

Based on aggregated 13F filings for Q3 2021.