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iShares US Telecommunications ETF
IYZ

Overview Fund Activity

136 hedge funds and large institutions have $569M invested in iShares US Telecommunications ETF in 2016 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+24
Holders Change %
+21.43%
% of All Funds
3.63%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
39
Increased
40
Reduced
35
Closed
15
Calls
$2.39M
Puts
$809K
Net Calls
+$1.58M
Net Calls Change
+$740K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$65.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$61.2M
3
SWA
3
SFMG Wealth Advisors
Texas
$22.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$27M
5
BWM
5
Braver Wealth Management
Massachusetts
$7.3M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$12.1M
2
Citigroup
2
Citigroup
New York
$5.01M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
4
AP
4
Advisors Preferred
Maryland
$5.06M
5
UBS Group
5
UBS Group
Switzerland
$8.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
JGIA
101
Jackson Grant Investment Advisers
Connecticut
$73K +$7.45K +224 +11%
MFS
102
MSI Financial Services
Massachusetts
$69K -$8.24K -246 -11%
WAS
103
Winch Advisory Services
Wisconsin
$56K +$56K +1,682 New
FFC
104
First Financial Corp
Indiana
$49K -$202K -6,131 -80%
HNB
105
Huntington National Bank
Ohio
$48K -$905K -27,158 -95%
KF
106
Krilogy Financial
Missouri
$41K – – –
HIIFS
107
Harel Insurance Investments & Financial Services
Israel
$38K +$38K +1,150 New
OC
108
Oakworth Capital
Alabama
$34K +$2.43K +77 +8%
OSNBOA
109
Old Second National Bank of Aurora
Illinois
$31K – – –
GWM
110
Geneos Wealth Management
Colorado
$29K +$4.83K +150 +20%
BFEC
111
Benjamin F. Edwards & Company
Missouri
$22K +$132 +4 +0.6%
LWM
112
LBA Wealth Management
Florida
$19K – – –
Creative Planning
113
Creative Planning
Kansas
$17K – – –
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$16K +$5.21K +155 +48%
SJIM
115
St. Johns Investment Management
Florida
$16K +$9.86K +305 +161%
Toronto Dominion Bank
116
Toronto Dominion Bank
Ontario, Canada
$15K -$1.96K -60 -12%
TC
117
Trust Company
Kansas
$15K -$713 -22 -5%
Bessemer Group
118
Bessemer Group
New Jersey
$15K – – –
PSUF
119
People's United Financial
Connecticut
$13K – – –
NFG
120
Next Financial Group
Texas
$12K +$3.71K +112 +45%
CHP
121
Cable Hill Partners
Oregon
$11K – – –
AF
122
Allworth Financial
California
$10K +$10K +315 New
GAM
123
Gemmer Asset Management
California
$9K – – –
ASN
124
Advisory Services Network
Georgia
$9K +$9K +271 New
CTC
125
Central Trust Company
Missouri
$7K +$7K +200 New
2 3 4
5
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