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iShares US Telecommunications ETF
IYZ

134 hedge funds and large institutions have $303M invested in iShares US Telecommunications ETF in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 32 increasing their positions, 37 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more call options, than puts

Call options by funds: $2.34M | Put options by funds: $905K

2.91% more ownership

Funds ownership: 76.74% → 79.65% (+2.9%)

2% less funds holding

Funds holding: 137 → 134 (-3)

10% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 20

14% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 37

20% less capital invested

Capital invested by funds: $378M → $303M (-$74.6M)

Holders
134
Holders Change
-3
Holders Change %
-2.19%
% of All Funds
2.26%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
32
Reduced
37
Closed
20
Calls
$2.34M
Puts
$905K
Net Calls
+$1.44M
Net Calls Change
+$1.02M

Top Buyers

Rank Fund Capital Flow
1
PF
Phoenix Financial
Israel
+$79.4M
2
Citigroup
Citigroup
New York
+$31.1M
3
Morgan Stanley
Morgan Stanley
New York
+$11.3M
4
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
+$8.36M
5
JP Morgan Chase
JP Morgan Chase
New York
+$4.34M

Top Sellers

Rank Fund Capital Flow
1
Prudential Financial
Prudential Financial
New Jersey
-$119M
2
Bank of America
Bank of America
North Carolina
-$12.1M
3
KCM
Karp Capital Management
California
-$7.21M
4
Goldman Sachs
Goldman Sachs
New York
-$5.66M
5
Millennium Management
Millennium Management
New York
-$4.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$135K +$31.1K +1,152 +27%
IA
77
IFP Advisors
Florida
$108K – – –
TFA
78
Toth Financial Advisory
Virginia
$96K – – –
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$79K +$63.3K +2,343 +287%
FDCDDQ
80
Federation des caisses Desjardins du Quebec
Quebec, Canada
$53.4K – – –
CWA
81
Clearview Wealth Advisors
Oregon
$52K – – –
AIM
82
Axiom Investment Management
New York
$51K – – –
CCM
83
Covington Capital Management
California
$50K – – –
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$50K +$12.9K +476 +32%
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$49K – – –
UIA
86
Ulland Investment Advisors
Minnesota
$47K – – –
SWM
87
Spire Wealth Management
Virginia
$46K – – –
CFGS
88
Concourse Financial Group Securities
Alabama
$44K +$297 +11 +0.6%
EWM
89
Endurance Wealth Management
Rhode Island
$40K – – –
TWA
90
TCI Wealth Advisors
Arizona
$38K – – –
Fidelity Investments
91
Fidelity Investments
Massachusetts
$35K +$892 +33 +2%
RA
92
Rise Advisors
New York
$32K +$216 +8 +0.6%
CA
93
CoreCap Advisors
Michigan
$30K +$32.3K +1,194 New
Bessemer Group
94
Bessemer Group
New Jersey
$27K -$53.9K -1,995 -65%
TSWM
95
Tyler-Stone Wealth Management
Ohio
$26K -$4.7K -174 -14%
PA
96
Parallel Advisors
California
$20K -$23K -850 -52%
FMTCOCP
97
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$19K – – –
PP
98
PFS Partners
New Jersey
$18.3K +$108 +4 +0.6%
CAGAS
99
Capital Advisory Group Advisory Services
Minnesota
$18K – – –
AF
100
Advisornet Financial
Minnesota
$16K +$81 +3 +0.5%
2 3
4
5 6

IYZ Hedge Fund Activity: Q2 2022 in Review

134 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q2 2022, worth a combined $303M — down 20% from $378M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of IYZ and 18 opened new positions — a net loss of 2 holders — while 37 trimmed existing stakes and 32 added.

The largest buyer was Phoenix Financial, adding an estimated $79.4M. The largest seller was Prudential Financial, cutting an estimated $119M.

  • 134 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q2 2022, down from 137 in Q1 2022.
  • Funds reported $303M of iShares US Telecommunications ETF stock for Q2 2022, down 20% quarter-over-quarter.
  • 18 funds opened new iShares US Telecommunications ETF positions in Q2 2022 and 20 closed out, a net change of -2 holders.
  • The largest iShares US Telecommunications ETF buyer in Q2 2022 was Phoenix Financial, an estimated $79.4M added.
  • The largest iShares US Telecommunications ETF seller in Q2 2022 was Prudential Financial, an estimated $119M sold.

Based on aggregated 13F filings for Q2 2022.