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iShares US Telecommunications ETF

152 hedge funds and large institutions have $419M invested in iShares US Telecommunications ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 45 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

106% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 18

49% more capital invested

Capital invested by funds: $282M → $419M (+$137M)

23.36% more ownership

Funds ownership: 75.77%99.13% (+23%)

13% more funds holding

Funds holding: 134152 (+18)

0% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 45

Holders
152
Holders Change
+18
Holders Change %
+13.43%
% of All Funds
2%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
37
Increased
45
Reduced
45
Closed
18
Calls
$45.3M
Puts
Net Calls
+$45.3M
Net Calls Change
+$43.6M
Name Holding Trade Value Shares
Change
Change in
Stake
AI
76
Atria Investments
North Carolina
$496K -$145K -5,269 -24%
Comerica Bank
77
Comerica Bank
Texas
$470K -$70K -2,546 -14%
TFF
78
The Family Firm
Maryland
$430K +$1.57K +57 +0.4%
Jones Financial Companies
79
Jones Financial Companies
Missouri
$424K +$72.5K +2,638 +22%
DJSG
80
D.J. St. Germain
Massachusetts
$402K -$18.9K -688 -5%
GCP
81
GSA Capital Partners
United Kingdom
$399K +$113K +4,098 +44%
ACI
82
Alpha Cubed Investments
California
$385K
FA
83
Fountainhead AM
New Jersey
$361K +$333K +12,112 New
MT
84
Midwest Trust
Kansas
$356K +$329K +11,971 New
WN
85
Williams & Novak
California
$324K -$41.2K -1,500 -12%
CB
86
Commerce Bank
Missouri
$316K
DC
87
Davenport & Co
Virginia
$313K -$19.8K -721 -6%
Marshall Wace
88
Marshall Wace
United Kingdom
$310K -$23.6K -860 -8%
CIA
89
Capital Investment Advisors
Georgia
$304K -$18.5K -674 -6%
MWM
90
MGB Wealth Management
Texas
$273K -$19.2K -698 -7%
SAM
91
Smartleaf Asset Management
Massachusetts
$270K +$253K +9,199 New
TSS
92
Two Sigma Securities
New York
$268K +$248K +9,006 New
GLA
93
Great Lakes Advisors
Illinois
$254K -$4.67K -170 -2%
CT
94
Chicago Trust
Illinois
$254K -$4.67K -170 -2%
MA
95
Mezzasalma Advisors
New Jersey
$252K +$577 +21 +0.2%
William Blair & Company
96
William Blair & Company
Illinois
$243K -$1.29K -47 -0.6%
Mariner
97
Mariner
Kansas
$243K +$224K +8,150 New
SIM
98
Stratos Investment Management
Ohio
$232K -$22K -801 -9%
GIA
99
Gladstone Institutional Advisory
Florida
$231K +$213K +7,753 New
KWA
100
Kingswood Wealth Advisors
California
$228K -$109K -3,950 -34%

IYZ Hedge Fund Activity: Q2 2025 in Review

152 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q2 2025, worth a combined $419M — up 49% from $282M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IYZ positions and 18 closed out — a net gain of 19 holders — while 45 added to existing stakes and 45 trimmed.

The largest buyer was Pinkerton Retirement Specialists, opening a new position worth an estimated $31.7M. The largest seller was Wells Fargo, cutting an estimated $7.71M.

  • 152 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q2 2025, up from 134 in Q1 2025.
  • Funds reported $419M of iShares US Telecommunications ETF stock for Q2 2025, up 49% quarter-over-quarter.
  • 37 funds opened new iShares US Telecommunications ETF positions in Q2 2025 and 18 closed out, a net change of +19 holders.
  • The largest iShares US Telecommunications ETF buyer in Q2 2025 was Pinkerton Retirement Specialists, an estimated $31.7M added.
  • The largest iShares US Telecommunications ETF seller in Q2 2025 was Wells Fargo, an estimated $7.71M sold.

Based on aggregated 13F filings for Q2 2025.