iShares US Telecommunications ETF
105 hedge funds and large institutions have $385M invested in iShares US Telecommunications ETF in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 28 increasing their positions, 31 reducing their positions, and 12 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
75% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 12
16% more capital invested
Capital invested by funds: $331M → $385M (+$54.3M)
9.74% more ownership
Funds ownership: 57.24% → 66.98% (+9.7%)
7% more funds holding
Funds holding: 98 → 105 (+7)
7% less call options, than puts
Call options by funds: $539K | Put options by funds: $580K
10% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$6.72M |
| 2 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
+$6.65M |
| 3 |
SG Americas Securities
New York
|
+$3.28M |
| 4 |
SCCM
Schafer Cullen Capital Management
New York
|
+$1.91M |
| 5 |
Goldman Sachs
New York
|
+$1.14M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$10.9M |
| 2 |
Citigroup
New York
|
-$10.1M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$2.56M |
| 4 |
TPSF
Texas Permanent School Fund
Austin,
Texas
|
-$931K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$813K |
IYZ Hedge Fund Activity: Q4 2014 in Review
105 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q4 2014, worth a combined $385M — up 16% from $331M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new IYZ positions and 12 closed out — a net gain of 9 holders — while 28 added to existing stakes and 31 trimmed.
The largest buyer was Bank of America, adding an estimated $6.72M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), exiting entirely with an estimated $10.9M sold.
- 105 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q4 2014, up from 98 in Q3 2014.
- Funds reported $385M of iShares US Telecommunications ETF stock for Q4 2014, up 16% quarter-over-quarter.
- 21 funds opened new iShares US Telecommunications ETF positions in Q4 2014 and 12 closed out, a net change of +9 holders.
- The largest iShares US Telecommunications ETF buyer in Q4 2014 was Bank of America, an estimated $6.72M added.
- The largest iShares US Telecommunications ETF seller in Q4 2014 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $10.9M sold.
Based on aggregated 13F filings for Q4 2014.