iShares US Telecommunications ETF
101 hedge funds and large institutions have $253M invested in iShares US Telecommunications ETF in 2015 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 28 increasing their positions, 31 reducing their positions, and 11 closing their positions.
73% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 11
12.93% more ownership
Funds ownership: 47.3% → 60.24% (+13%)
7% more capital invested
Capital invested by funds: $237M → $253M (+$16.4M)
5% more funds holding
Funds holding: 96 → 101 (+5)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
10% less repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 31
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $1.11M
Top Buyers
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$32.7M |
| 2 |
AGM
Alpine Global Management
New York
|
-$3.66M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.31M |
| 4 |
LPL Financial
San Diego,
California
|
-$761K |
| 5 |
SG Americas Securities
New York
|
-$755K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FAAS
101
First Allied Advisory Services
San Diego,
California
| – | -$429K | -14,809 | Closed |
|
102
Millennium Management
New York
| – | -$263K | -8,994 | Closed |
|
|
PFPT
103
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
| – | -$202K | -6,892 | Closed |
|
|
PIA
104
Peachtree Investment Advisors
Atlanta,
Georgia
| – | -$82K | -2,790 | Closed |
|
|
AIM
105
Advantage Investment Management
Cedar Rapids,
Iowa
| – | -$71K | -2,420 | Closed |
|
|
BRWM
106
B. Riley Wealth Management
Memphis,
Tennessee
| – | -$19K | -674 | Closed |
|
|
BCI
107
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$7K | -235 | Closed |
|
|
CCS
108
Crosspoint Capital Strategies
Orinda,
California
| – | -$5K | -185 | Closed |
|
|
WTB
109
Washington Trust Bank
Spokane,
Washington
| – | -$4K | -142 | Closed |
|
|
GWM
110
Gupta Wealth Management
San Diego,
California
| – | -$1K | -23 | Closed |
|
IYZ Hedge Fund Activity: Q3 2015 in Review
101 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q3 2015, worth a combined $253M — up 6.9% from $237M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new IYZ positions and 11 closed out — a net gain of 8 holders — while 28 added to existing stakes and 31 trimmed.
The largest buyer was Giralda Advisors, adding an estimated $24.9M. The largest seller was Bank of America, cutting an estimated $32.7M.
- 101 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q3 2015, up from 96 in Q2 2015.
- Funds reported $253M of iShares US Telecommunications ETF stock for Q3 2015, up 6.9% quarter-over-quarter.
- 19 funds opened new iShares US Telecommunications ETF positions in Q3 2015 and 11 closed out, a net change of +8 holders.
- The largest iShares US Telecommunications ETF buyer in Q3 2015 was Giralda Advisors, an estimated $24.9M added.
- The largest iShares US Telecommunications ETF seller in Q3 2015 was Bank of America, an estimated $32.7M sold.
Based on aggregated 13F filings for Q3 2015.