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iShares US Telecommunications ETF
IYZ

137 hedge funds and large institutions have $378M invested in iShares US Telecommunications ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 44 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $1.58M | Put options by funds: $1.16M

4.98% less ownership

Funds ownership: 81.71% → 76.74% (-5%)

14% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 44

14% less funds holding

Funds holding: 159 → 137 (-22)

14% less capital invested

Capital invested by funds: $438M → $378M (-$60.7M)

59% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 34

Holders
137
Holders Change
-22
Holders Change %
-13.84%
% of All Funds
2.16%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
38
Reduced
44
Closed
34
Calls
$1.58M
Puts
$1.16M
Net Calls
+$415K
Net Calls Change
-$631K

Top Buyers

1
PF
Phoenix Financial
Israel
+$31M
2
Two Sigma Investments
Two Sigma Investments
New York
+$5.23M
3
Millennium Management
Millennium Management
New York
+$4.99M
4
Wells Fargo
Wells Fargo
California
+$4.79M
5
Marshall Wace
Marshall Wace
United Kingdom
+$3.98M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$14.7M
2
Bank of America
Bank of America
North Carolina
-$14.2M
3
Prudential Financial
Prudential Financial
New Jersey
-$12.1M
4
RCYC
Richard C. Young & Co
Rhode Island
-$6.97M
5
KCM
Karp Capital Management
California
-$4.55M
Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
76
Hexagon Capital Partners
Arkansas
$257K – – –
SWMP
77
Signature Wealth Management Partners
New Jersey
$254K – – –
AAMA
78
Advanced Asset Management Advisors
Ohio
$244K +$2.44K +80 +1%
MML Investors Services
79
MML Investors Services
Massachusetts
$209K -$54K -1,770 -20%
Koshinski Asset Management
80
Koshinski Asset Management
Illinois
$193K +$61 +2 +0%
US Bancorp
81
US Bancorp
Minnesota
$126K +$53.3K +1,747 +70%
TFA
82
Toth Financial Advisory
Virginia
$115K -$2.14K -70 -2%
IA
83
IFP Advisors
Florida
$108K +$40.3K +1,319 +58%
Bessemer Group
84
Bessemer Group
New Jersey
$92K – – –
FDCDDQ
85
Federation des caisses Desjardins du Quebec
Quebec, Canada
$63.5K – – –
Simplex Trading
86
Simplex Trading
Illinois
$63K -$21.8K -714 -25%
CWA
87
Clearview Wealth Advisors
Oregon
$62K – – –
AIM
88
Axiom Investment Management
New York
$61K – – –
CCM
89
Covington Capital Management
California
$59K – – –
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$58K – – –
UIA
91
Ulland Investment Advisors
Minnesota
$56K – – –
SWM
92
Spire Wealth Management
Virginia
$55K -$14.3K -468 -20%
CFGS
93
Concourse Financial Group Securities
Alabama
$52K +$275 +9 +0.5%
PA
94
Parallel Advisors
California
$50K – – –
EWM
95
Endurance Wealth Management
Rhode Island
$48K – – –
TWA
96
TCI Wealth Advisors
Arizona
$46K +$46.6K +1,527 New
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$45K – – –
Fidelity Investments
98
Fidelity Investments
Massachusetts
$41K -$244 -8 -0.6%
RA
99
Rise Advisors
New York
$38K +$183 +6 +0.5%
TSWM
100
Tyler-Stone Wealth Management
Ohio
$36K +$122 +4 +0.3%
2 3
4
5 6

IYZ Hedge Fund Activity: Q1 2022 in Review

137 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q1 2022, worth a combined $378M — down 14% from $438M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of IYZ and 14 opened new positions — a net loss of 20 holders — while 44 trimmed existing stakes and 38 added.

The largest buyer was Phoenix Financial, opening a new position worth an estimated $31M. The largest seller was UBS Group, cutting an estimated $14.7M.

  • 137 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q1 2022, down from 159 in Q4 2021.
  • Funds reported $378M of iShares US Telecommunications ETF stock for Q1 2022, down 14% quarter-over-quarter.
  • 14 funds opened new iShares US Telecommunications ETF positions in Q1 2022 and 34 closed out, a net change of -20 holders.
  • The largest iShares US Telecommunications ETF buyer in Q1 2022 was Phoenix Financial, an estimated $31M added.
  • The largest iShares US Telecommunications ETF seller in Q1 2022 was UBS Group, an estimated $14.7M sold.

Based on aggregated 13F filings for Q1 2022.