iShares US Telecommunications ETF
119 hedge funds and large institutions have $269M invested in iShares US Telecommunications ETF in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 20 increasing their positions, 40 reducing their positions, and 23 closing their positions.
287% more call options, than puts
Call options by funds: $1.6M | Put options by funds: $415K
8.99% more ownership
Funds ownership: 56.24% → 65.23% (+9%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less capital invested
Capital invested by funds: $280M → $269M (-$11.2M)
4% less funds holding
Funds holding: 124 → 119 (-5)
13% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 23
50% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 40
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$9.94M |
| 2 |
CA
Cumberland Advisors
Sarasota,
Florida
|
+$5.75M |
| 3 |
KCM
Karp Capital Management
Sausalito,
California
|
+$4.36M |
| 4 |
TEE
Tibra Equities Europe
London,
United Kingdom
|
+$4.24M |
| 5 |
CIBC World Market
Toronto,
Ontario, Canada
|
+$1.66M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$7.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$4.89M |
| 3 |
ASN
Advisory Services Network
Atlanta,
Georgia
|
-$3.86M |
| 4 |
RWP
RWA Wealth Partners
Newton,
Massachusetts
|
-$2.88M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.89M |
IYZ Hedge Fund Activity: Q2 2019 in Review
119 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q2 2019, worth a combined $269M — down 4% from $280M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of IYZ and 20 opened new positions — a net loss of 3 holders — while 40 trimmed existing stakes and 20 added.
The largest buyer was Credit Suisse, opening a new position worth an estimated $9.94M. The largest seller was WealthSource Partners, exiting entirely with an estimated $7.7M sold.
- 119 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q2 2019, down from 124 in Q1 2019.
- Funds reported $269M of iShares US Telecommunications ETF stock for Q2 2019, down 4% quarter-over-quarter.
- 20 funds opened new iShares US Telecommunications ETF positions in Q2 2019 and 23 closed out, a net change of -3 holders.
- The largest iShares US Telecommunications ETF buyer in Q2 2019 was Credit Suisse, an estimated $9.94M added.
- The largest iShares US Telecommunications ETF seller in Q2 2019 was WealthSource Partners, an estimated $7.7M sold.
Based on aggregated 13F filings for Q2 2019.