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iShares US Telecommunications ETF
IYZ

103 hedge funds and large institutions have $206M invested in iShares US Telecommunications ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more capital invested

Capital invested by funds: $157M → $206M (+$49M)

8.67% more ownership

Funds ownership: 74.18% → 82.85% (+8.7%)

6% less funds holding

Funds holding: 110 → 103 (-7)

24% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 33

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
103
Holders Change
-7
Holders Change %
-6.36%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
25
Reduced
33
Closed
20
Calls
$1.53M
Puts
–
Net Calls
+$1.53M
Net Calls Change
+$887K

Top Buyers

1
Citigroup
Citigroup
New York
+$25.6M
2
TSW
Three Seasons Wealth
Utah
+$5.03M
3
PCM
Penserra Capital Management
California
+$4.12M
4
PFA
Pinnacle Family Advisors
Missouri
+$3.17M
5
HighTower Advisors
HighTower Advisors
Illinois
+$2.51M

Top Sellers

1
Millennium Management
Millennium Management
New York
-$5.43M
2
Osaic Holdings
Osaic Holdings
Arizona
-$3.29M
3
Goldman Sachs
Goldman Sachs
New York
-$2.3M
4
RL
Retireful LLC
Michigan
-$1.83M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$1.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
CFD
76
Creative Financial Designs
Indiana
$20.6K +$69 +3 +0.4%
NRC
77
New Republic Capital
North Carolina
$20.2K – – –
PP
78
PFS Partners
New Jersey
$19.4K +$69 +3 +0.4%
FMTCOCP
79
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$19K – – –
PS
80
Planned Solutions
California
$15.1K +$13.8K +597 New
FUBT
81
First United Bank & Trust
Maryland
$13.5K – – –
MFT
82
Moisand Fitzgerald Tamayo
Florida
$7.58K – – –
OC
83
Oakworth Capital
Alabama
$7.58K – – –
GRP
84
Global Retirement Partners
California
$7.55K – – –
MIM
85
MTM Investment Management
South Carolina
$6.86K -$6.91K -300 -53%
RFA
86
Register Financial Advisors
Georgia
$6.09K – – –
CIBC Private Wealth Group
87
CIBC Private Wealth Group
Georgia
$3.87K – – –
BWAM
88
Boyd Watterson Asset Management
Ohio
$3.84K – – –
NA
89
NewEdge Advisors
Louisiana
$3.81K – – –
IA
90
IFP Advisors
Florida
$3.51K – – –
HNB
91
Huntington National Bank
Ohio
$3.21K – – –
AssetMark Inc
92
AssetMark Inc
California
$3.11K -$6.38K -277 -69%
AA
93
AlphaMark Advisors
Kentucky
$3K – – –
SS
94
Sunbelt Securities
Texas
$2.53K – – –
CIAS
95
Capital Investment Advisory Services
North Carolina
$2.02K – – –
WIM
96
Westside Investment Management
California
$1.9K – – –
FCA
97
FinTrust Capital Advisors
South Carolina
$1.24K – – –
FFA
98
Farther Finance Advisors
California
$1.14K -$5.14K -223 -83%
CPBTD
99
Central Pacific Bank - Trust Division
Hawaii
$1.14K – – –
FGA
100
Fortis Group Advisors
New Jersey
$1.14K – – –
1 2 3
4
5

IYZ Hedge Fund Activity: Q3 2024 in Review

103 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q3 2024, worth a combined $206M — up 31% from $157M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of IYZ and 14 opened new positions — a net loss of 6 holders — while 33 trimmed existing stakes and 25 added.

The largest buyer was Citigroup, adding an estimated $25.6M. The largest seller was Millennium Management, exiting entirely with an estimated $5.43M sold.

  • 103 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q3 2024, down from 110 in Q2 2024.
  • Funds reported $206M of iShares US Telecommunications ETF stock for Q3 2024, up 31% quarter-over-quarter.
  • 14 funds opened new iShares US Telecommunications ETF positions in Q3 2024 and 20 closed out, a net change of -6 holders.
  • The largest iShares US Telecommunications ETF buyer in Q3 2024 was Citigroup, an estimated $25.6M added.
  • The largest iShares US Telecommunications ETF seller in Q3 2024 was Millennium Management, an estimated $5.43M sold.

Based on aggregated 13F filings for Q3 2024.