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iShares US Telecommunications ETF
IYZ

Overview Fund Activity

152 hedge funds and large institutions have $1.1B invested in iShares US Telecommunications ETF in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 34 increasing their positions, 34 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+49
Holders Change %
+47.57%
% of All Funds
2.02%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
56
Increased
34
Reduced
34
Closed
4
Calls
$2.92M
Puts
–
Net Calls
+$2.92M
Net Calls Change
+$1.39M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$711M
2
CFA
2
Camarda Financial Advisors
Florida
$15.6M
3
IAA
3
Independent Advisor Alliance
North Carolina
$14.5M
4
AWM
4
Apollon Wealth Management
South Carolina
$12.9M
5
Citigroup
5
Citigroup
New York
$44.1M

Top Sellers

1
SFCL
1
Strengthening Families & Communities LLC
Massachusetts
$12K
2
PCM
2
Penserra Capital Management
California
$0
3
Bank of America
3
Bank of America
North Carolina
$9.26M
4
Citadel Advisors
4
Citadel Advisors
Florida
$215
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
76
Atria Investments
North Carolina
$415K +$415K +15,467 New
WN
77
Williams & Novak
California
$396K -$85.2K -3,175 -18%
GFG
78
Goldstone Financial Group
Illinois
$394K +$394K +14,678 New
DJSG
79
D.J. St. Germain
Massachusetts
$381K +$381K +14,184 New
DC
80
Davenport & Co
Virginia
$379K -$163K -6,060 -30%
CIA
81
Capital Investment Advisors
Georgia
$317K -$21.9K -818 -6%
FCFC
82
First Citizens Financial Corp
Iowa
$316K -$65.9K -2,456 -17%
FCI
83
Financial Counselors Inc
Kansas
$314K – – –
Fisher Asset Management
84
Fisher Asset Management
Washington
$312K -$280K -10,445 -47%
CB
85
Commerce Bank
Missouri
$285K – – –
Jane Street
86
Jane Street
New York
$276K +$276K +10,289 New
Jones Financial Companies
87
Jones Financial Companies
Missouri
$268K +$89.2K +3,326 +50%
SP
88
Stonebrook Private
Michigan
$257K +$257K +9,585 New
SWA
89
Stratos Wealth Advisors
Ohio
$254K +$254K +9,457 New
QC
90
Quadrature Capital
United Kingdom
$250K +$250K +9,296 New
IWM
91
Iams Wealth Management
Nebraska
$235K +$235K +8,774 New
FCH
92
Freestone Capital Holdings
Washington
$234K +$234K +8,739 New
CT
93
Chicago Trust
Illinois
$233K – – –
AAMA
94
Advanced Asset Management Advisors
Ohio
$231K +$134 +5 +0.1%
HCP
95
Hexagon Capital Partners
Arkansas
$231K – – –
FEM
96
Fulcrum Equity Management
Texas
$228K +$228K +8,495 New
CCAL
97
City Center Advisors LLC
Michigan
$228K +$228K +8,495 New
MA
98
Mezzasalma Advisors
New Jersey
$226K +$226K +8,406 New
William Blair & Company
99
William Blair & Company
Illinois
$217K +$1.32K +49 +0.6%
CI
100
CX Institutional
Indiana
$215K +$215K +8,010 New
2 3
4
5 6