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iShares US Telecommunications ETF
IYZ

120 hedge funds and large institutions have $239M invested in iShares US Telecommunications ETF in 2017 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

13% more funds holding

Funds holding: 106 → 120 (+14)

6% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 32

3.14% less ownership

Funds ownership: 67.11% → 63.98% (-3.1%)

12% less capital invested

Capital invested by funds: $271M → $239M (-$31.7M)

44% less call options, than puts

Call options by funds: $2.73M | Put options by funds: $4.87M

Holders
120
Holders Change
+14
Holders Change %
+13.21%
% of All Funds
2.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
34
Reduced
32
Closed
14
Calls
$2.73M
Puts
$4.87M
Net Calls
-$2.14M
Net Calls Change
-$2.16M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$20.1M
2
PWM
Patriot Wealth Management
Texas
+$8.18M
3
FIM
Foresters Investment Management
New York
+$5.93M
4
Morgan Stanley
Morgan Stanley
New York
+$5.06M
5
SCCM
Schafer Cullen Capital Management
New York
+$2.48M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$28.3M
2
JP Morgan Chase
JP Morgan Chase
New York
-$20.5M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$11.2M
4
EDRH
Edmond de Rothschild Holding
Switzerland
-$5.83M
5
TSS
Two Sigma Securities
New York
-$5.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
101
BDO Wealth Advisors
Florida
$7K – – –
SWMG
102
Signature Wealth Management Group
Georgia
$7K +$6.97K +235 New
1832 Asset Management
103
1832 Asset Management
Ontario, Canada
$7K +$7.41K +250 New
WIM
104
Westside Investment Management
California
$6.34K – – –
ECM
105
Exchange Capital Management
Michigan
$6K – – –
ASN
106
Advisory Services Network
Georgia
$4K -$1.57K -53 -30%
Bessemer Group
107
Bessemer Group
New Jersey
$4K – – –
FCMT
108
Founders Capital Management (Texas)
Texas
$4K – – –
CB
109
Community Bank
New York
$4K +$4.45K +150 New
TCM
110
TD Capital Management
Tennessee
$3K +$30 +1 +1%
JGIA
111
Jackson Grant Investment Advisers
Connecticut
$3K +$59 +2 +2%
OIA
112
OneDigital Investment Advisors
Kansas
$3K +$2.96K +100 New
SIM
113
Sonora Investment Management
Arizona
$1.59K +$1.6K +54 New
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$1K -$18.5K -624 -96%
SPIA
115
Steward Partners Investment Advisory
New York
$1K -$1.04K -35 -44%
SFG
116
SevenBridge Financial Group
Pennsylvania
$1K – – –
TIM
117
Tortoise Investment Management
New York
$1K – – –
SWM
118
SeaCrest Wealth Management
New York
$1K +$1.33K +45 New
PCG
119
Private Capital Group
Connecticut
$51 +$51.9K +1,750 New
EDRH
120
Edmond de Rothschild Holding
Switzerland
– -$5.83M -191,600 Closed
TSS
121
Two Sigma Securities
New York
– -$5.52M -181,502 Closed
CCFCSB
122
Cape Cod Five Cents Savings Bank
Massachusetts
– -$1.54M -50,681 Closed
Goldman Sachs
123
Goldman Sachs
New York
– -$1.52M -50,000 Closed
RJA
124
Raymond James & Associates
Florida
– -$885K -29,106 Closed
CS
125
Credit Suisse
Switzerland
– -$712K -24,013 Closed
2 3 4
5
6

IYZ Hedge Fund Activity: Q4 2017 in Review

120 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q4 2017, worth a combined $239M — down 12% from $271M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IYZ positions and 14 closed out — a net gain of 14 holders — while 34 added to existing stakes and 32 trimmed.

The largest buyer was Bank of America, adding an estimated $20.1M. The largest seller was Ameriprise, cutting an estimated $28.3M.

  • 120 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q4 2017, up from 106 in Q3 2017.
  • Funds reported $239M of iShares US Telecommunications ETF stock for Q4 2017, down 12% quarter-over-quarter.
  • 28 funds opened new iShares US Telecommunications ETF positions in Q4 2017 and 14 closed out, a net change of +14 holders.
  • The largest iShares US Telecommunications ETF buyer in Q4 2017 was Bank of America, an estimated $20.1M added.
  • The largest iShares US Telecommunications ETF seller in Q4 2017 was Ameriprise, an estimated $28.3M sold.

Based on aggregated 13F filings for Q4 2017.