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iShares US Telecommunications ETF
IYZ

106 hedge funds and large institutions have $271M invested in iShares US Telecommunications ETF in 2017 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 32 increasing their positions, 36 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more call options, than puts

Call options by funds: $1.47M | Put options by funds: $1.45M

8% less funds holding

Funds holding: 115 → 106 (-9)

8.07% less ownership

Funds ownership: 75.19% → 67.11% (-8.1%)

11% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 36

14% less capital invested

Capital invested by funds: $314M → $271M (-$42.9M)

42% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 19

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
106
Holders Change
-9
Holders Change %
-7.83%
% of All Funds
2.64%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
11
Increased
32
Reduced
36
Closed
19
Calls
$1.47M
Puts
$1.45M
Net Calls
+$21K
Net Calls Change
-$281K

Top Buyers

1
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
+$9.28M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$7.86M
3
EDRH
Edmond de Rothschild Holding
Switzerland
+$6.03M
4
TSS
Two Sigma Securities
New York
+$5.71M
5
RCP
Rothschild Capital Partners
New York
+$1.78M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$31.6M
2
ACM
Arlington Capital Management
Illinois
-$21.5M
3
JP Morgan Chase
JP Morgan Chase
New York
-$6.57M
4
Bank of America
Bank of America
North Carolina
-$6.54M
5
Citigroup
Citigroup
New York
-$4.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
JGIA
101
Jackson Grant Investment Advisers
Connecticut
$3K +$31 +1 +1%
TCM
102
TD Capital Management
Tennessee
$3K +$31 +1 +1%
SPIA
103
Steward Partners Investment Advisory
New York
$2K – – –
SFG
104
SevenBridge Financial Group
Pennsylvania
$1K – – –
TIM
105
Tortoise Investment Management
New York
$1K – – –
ACM
106
Arlington Capital Management
Illinois
– -$21.5M -667,355 Closed
Capital Fund Management (CFM)
107
Capital Fund Management (CFM)
France
– -$2.59M -80,412 Closed
Millennium Management
108
Millennium Management
New York
– -$1.26M -39,072 Closed
PVH
109
Psagot Value Holdings
Israel
– -$880K -27,281 Closed
Baird Financial Group
110
Baird Financial Group
Wisconsin
– -$398K -12,346 Closed
Prudential Financial
111
Prudential Financial
New Jersey
– -$355K -11,000 Closed
OMC
112
Old Mission Capital
Illinois
– -$340K -10,554 Closed
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
– -$300K -9,528 Closed
FNT
114
First National Trust
Pennsylvania
– -$209K -6,464 Closed
VFA
115
Virtus Fund Advisers
Connecticut
– -$94K -2,989 Closed
Creative Planning
116
Creative Planning
Kansas
– -$28K -874 Closed
VWA
117
V Wealth Advisors
Kansas
– -$14K -413 Closed
PSUF
118
People's United Financial
Connecticut
– -$13K -400 Closed
BWM
119
Baystate Wealth Management
Massachusetts
– -$6K -200 Closed
SF
120
Synovus Financial
Georgia
– -$5K -152 Closed
CG
121
Cutler Group
California
– -$3.33K -106 Closed
DADC
122
D.A. Davidson & Co
Montana
– -$3K -100 Closed
OIA
123
OneDigital Investment Advisors
Kansas
– -$3K -100 Closed
Simplex Trading
124
Simplex Trading
Illinois
– -$3K -96 Closed
1 2 3 4
5

IYZ Hedge Fund Activity: Q3 2017 in Review

106 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q3 2017, worth a combined $271M — down 14% from $314M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IYZ and 11 opened new positions — a net loss of 8 holders — while 36 trimmed existing stakes and 32 added.

The largest buyer was Public Sector Pension Investment Board (PSP Investments), adding an estimated $9.28M. The largest seller was Ameriprise, cutting an estimated $31.6M.

  • 106 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q3 2017, down from 115 in Q2 2017.
  • Funds reported $271M of iShares US Telecommunications ETF stock for Q3 2017, down 14% quarter-over-quarter.
  • 11 funds opened new iShares US Telecommunications ETF positions in Q3 2017 and 19 closed out, a net change of -8 holders.
  • The largest iShares US Telecommunications ETF buyer in Q3 2017 was Public Sector Pension Investment Board (PSP Investments), an estimated $9.28M added.
  • The largest iShares US Telecommunications ETF seller in Q3 2017 was Ameriprise, an estimated $31.6M sold.

Based on aggregated 13F filings for Q3 2017.