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iShares US Telecommunications ETF
IYZ

Overview Fund Activity

118 hedge funds and large institutions have $171M invested in iShares US Telecommunications ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
118
Holders Change
-4
Holders Change %
-3.28%
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
28
Reduced
39
Closed
18
Calls
$2.03M
Puts
$204K
Net Calls
+$1.82M
Net Calls Change
+$626K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$17.3M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$3.07M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.19M
4
FHC
4
First Heartland Consultants
Missouri
$1.72M
5
TRCT
5
Tower Research Capital (TRC)
New York
$1.84M

Top Sellers

1
Citigroup
1
Citigroup
New York
$6.71M
2
Morgan Stanley
2
Morgan Stanley
New York
$38.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.09M
4
PCH
4
PGIM Custom Harvest
New Jersey
$10.4M
5
LPL Financial
5
LPL Financial
California
$1.19M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$79K – – –
Fidelity Investments
77
Fidelity Investments
Massachusetts
$68.6K -$14.8K -693 -18%
FDCDDQ
78
Federation des caisses Desjardins du Quebec
Quebec, Canada
$60K – – –
SPIA
79
Steward Partners Investment Advisory
New York
$55.7K +$17.8K +834 +47%
IA
80
IFP Advisors
Florida
$51.1K +$1.81K +85 +4%
Comerica Bank
81
Comerica Bank
Texas
$46.7K +$46.7K +2,194 New
SWM
82
Spire Wealth Management
Virginia
$39.3K – – –
CHA
83
Carmichael Hill & Associates
Maryland
$23.1K – – –
TSWM
84
Tyler-Stone Wealth Management
Ohio
$23K – – –
RA
85
Rise Advisors
New York
$17.4K – – –
NRC
86
New Republic Capital
North Carolina
$17.1K – – –
FMTCOCP
87
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$16K – – –
PP
88
PFS Partners
New Jersey
$15.9K – – –
MIM
89
MTM Investment Management
South Carolina
$12.1K – – –
TWC
90
TD Waterhouse Canada
Ontario, Canada
$9.55K – – –
SS
91
Sunbelt Securities
Texas
$8.82K -$49.3K -2,315 -85%
AssetMark Inc
92
AssetMark Inc
California
$8.52K – – –
BFEC
93
Benjamin F. Edwards & Company
Missouri
$7K -$8.49K -381 -55%
OC
94
Oakworth Capital
Alabama
$6.39K – – –
MFT
95
Moisand Fitzgerald Tamayo
Florida
$6.39K – – –
GRP
96
Global Retirement Partners
California
$6.21K – – –
FIA
97
FNY Investment Advisers
New York
$6K +$6K +300 New
RFA
98
Register Financial Advisors
Georgia
$5.13K – – –
HNB
99
Huntington National Bank
Ohio
$4.54K -$1.07K -50 -19%
BWAM
100
Boyd Watterson Asset Management
Ohio
$3.24K – – –
2 3
4
5 6