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iShares US Telecommunications ETF
IYZ

159 hedge funds and large institutions have $438M invested in iShares US Telecommunications ETF in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 49 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 11

206% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $507K

81% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 27

47% more capital invested

Capital invested by funds: $298M → $438M (+$141M)

28% more funds holding

Funds holding: 124 → 159 (+35)

10.89% more ownership

Funds ownership: 70.83% → 81.71% (+11%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
159
Holders Change
+35
Holders Change %
+28.23%
% of All Funds
2.45%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
46
Increased
49
Reduced
27
Closed
11
Calls
$1.55M
Puts
$507K
Net Calls
+$1.05M
Net Calls Change
+$82K

Top Buyers

Rank Fund Capital Flow
1
Prudential Financial
Prudential Financial
New Jersey
+$156M
2
Bank of America
Bank of America
North Carolina
+$24.9M
3
UBS Group
UBS Group
Switzerland
+$15.1M
4
RCYC
Richard C. Young & Co
Rhode Island
+$6.82M
5
PAIM
Punch & Associates Investment Management
Minnesota
+$3.84M

Top Sellers

Rank Fund Capital Flow
1
LMIM
Lockheed Martin Investment Management
Maryland
-$108M
2
Millennium Management
Millennium Management
New York
-$2.07M
3
Two Sigma Investments
Two Sigma Investments
New York
-$1.36M
4
JGC
J. Goldman & Co
New York
-$862K
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$536K
Name Holding Trade Value Shares
Change 		Change in
Stake
FAB
76
First American Bank
Illinois
$310K +$303K +9,425 New
CDH
77
Charles D. Hyman
$299K – – –
SPL
78
Smart Portfolios LLC
Washington
$290K +$283K +8,804 New
MML Investors Services
79
MML Investors Services
Massachusetts
$288K +$58K +1,802 +26%
IIC
80
Ironwood Investment Counsel
Arizona
$286K +$280K +8,700 New
CCM
81
Consolidated Capital Management
California
$285K +$279K +8,672 New
Osaic Holdings
82
Osaic Holdings
Arizona
$284K +$6.15K +191 +2%
HCP
83
Hexagon Capital Partners
Arkansas
$283K – – –
Citadel Advisors
84
Citadel Advisors
Florida
$282K +$8.85K +275 +3%
SWMP
85
Signature Wealth Management Partners
New Jersey
$280K – – –
AAMA
86
Advanced Asset Management Advisors
Ohio
$266K +$29K +902 +13%
TI
87
Trexquant Investment
Connecticut
$255K +$249K +7,740 New
PPA
88
Parametric Portfolio Associates
Washington
$255K +$249K +7,747 New
OCPWS
89
One Charles Private Wealth Services
Massachusetts
$251K +$246K +7,639 New
SS
90
Sunbelt Securities
Texas
$237K +$32.7K +1,016 +15%
Koshinski Asset Management
91
Koshinski Asset Management
Illinois
$213K +$70.6K +2,195 +51%
KM
92
Kalos Management
Georgia
$211K +$8.01K +249 +4%
JC
93
JB Capital
Connecticut
$210K +$205K +6,381 New
CT
94
Chicago Trust
Illinois
$209K +$2.61K +81 +1%
CFO
95
Custos Family Office
Texas
$206K +$201K +6,257 New
BA
96
Bridge Advisory
California
$205K -$644 -20 -0.3%
PAG
97
Private Advisor Group
New Jersey
$201K -$50K -1,555 -20%
FLC
98
Fifth Lane Capital
Texas
$138K +$135K +4,199 New
TFA
99
Toth Financial Advisory
Virginia
$129K – – –
Qube Research & Technologies (QRT)
100
Qube Research & Technologies (QRT)
United Kingdom
$104K -$536K -16,642 -84%
2 3
4
5 6

IYZ Hedge Fund Activity: Q4 2021 in Review

159 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q4 2021, worth a combined $438M — up 47% from $298M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IYZ positions and 11 closed out — a net gain of 35 holders — while 49 added to existing stakes and 27 trimmed.

The largest buyer was Prudential Financial, adding an estimated $156M. The largest seller was Lockheed Martin Investment Management, exiting entirely with an estimated $108M sold.

  • 159 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q4 2021, up from 124 in Q3 2021.
  • Funds reported $438M of iShares US Telecommunications ETF stock for Q4 2021, up 47% quarter-over-quarter.
  • 46 funds opened new iShares US Telecommunications ETF positions in Q4 2021 and 11 closed out, a net change of +35 holders.
  • The largest iShares US Telecommunications ETF buyer in Q4 2021 was Prudential Financial, an estimated $156M added.
  • The largest iShares US Telecommunications ETF seller in Q4 2021 was Lockheed Martin Investment Management, an estimated $108M sold.

Based on aggregated 13F filings for Q4 2021.