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iShares US Telecommunications ETF

122 hedge funds and large institutions have $182M invested in iShares US Telecommunications ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 46 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,345% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $51K

8% less funds holding

Funds holding: 132122 (-10)

19.96% less ownership

Funds ownership: 88.98%69.03% (-20%)

32% less capital invested

Capital invested by funds: $269M → $182M (-$86.8M)

33% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 46

45% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 22

Holders
122
Holders Change
-10
Holders Change %
-7.58%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
31
Reduced
46
Closed
22
Calls
$1.25M
Puts
$51K
Net Calls
+$1.2M
Net Calls Change
-$995K
Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$82K
US Bancorp
77
US Bancorp
Minnesota
$81K -$10.4K -477 -12%
FDCDDQ
78
Federation des caisses Desjardins du Quebec
Quebec, Canada
$62.3K
SS
79
Sunbelt Securities
Texas
$60.3K -$8.72K -399 -13%
PG
80
Prostatis Group
Maryland
$55.5K +$1.3M +59,646 +676%
IA
81
IFP Advisors
Florida
$51.2K -$21.5K -984 -30%
SWM
82
Spire Wealth Management
Virginia
$40.7K
SPIA
83
Steward Partners Investment Advisory
New York
$39.3K -$1.5M -68,789 -97%
EWM
84
Endurance Wealth Management
Rhode Island
$25K -$874 -40 -3%
CHA
85
Carmichael Hill & Associates
Maryland
$24K +$131 +6 +0.6%
TSWM
86
Tyler-Stone Wealth Management
Ohio
$23K +$23.1K +1,059 New
Simplex Trading
87
Simplex Trading
Illinois
$21K +$21.7K +994 New
RA
88
Rise Advisors
New York
$18.1K -$10.8K -495 -38%
NRC
89
New Republic Capital
North Carolina
$17.7K +$17.5K +800 New
FMTCOCP
90
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$17K
PP
91
PFS Partners
New Jersey
$16.5K +$109 +5 +0.7%
IGWM
92
ICA Group Wealth Management
Colorado
$15.6K +$15.4K +706 New
BFEC
93
Benjamin F. Edwards & Company
Missouri
$15K -$30K -1,371 -66%
CG
94
Cutler Group
California
$13K +$13.1K +600 New
MIM
95
MTM Investment Management
South Carolina
$12.6K
TWC
96
TD Waterhouse Canada
Ontario, Canada
$9.67K
AssetMark Inc
97
AssetMark Inc
California
$8.84K
CSPIA
98
Cary Street Partners Investment Advisory
Virginia
$6.63K -$8.74K -400 -57%
MFT
99
Moisand Fitzgerald Tamayo
Florida
$6.63K
OC
100
Oakworth Capital
Alabama
$6.63K

IYZ Hedge Fund Activity: Q2 2023 in Review

122 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q2 2023, worth a combined $182M — down 32% from $269M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of IYZ and 12 opened new positions — a net loss of 10 holders — while 46 trimmed existing stakes and 31 added.

The largest buyer was LPL Financial, adding an estimated $1.59M. The largest seller was Citigroup, cutting an estimated $52M.

  • 122 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q2 2023, down from 132 in Q1 2023.
  • Funds reported $182M of iShares US Telecommunications ETF stock for Q2 2023, down 32% quarter-over-quarter.
  • 12 funds opened new iShares US Telecommunications ETF positions in Q2 2023 and 22 closed out, a net change of -10 holders.
  • The largest iShares US Telecommunications ETF buyer in Q2 2023 was LPL Financial, an estimated $1.59M added.
  • The largest iShares US Telecommunications ETF seller in Q2 2023 was Citigroup, an estimated $52M sold.

Based on aggregated 13F filings for Q2 2023.