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iShares US Telecommunications ETF
IYZ

117 hedge funds and large institutions have $275M invested in iShares US Telecommunications ETF in 2019 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 21 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

262% more call options, than puts

Call options by funds: $1.48M | Put options by funds: $409K

29% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 17

6.91% more ownership

Funds ownership: 63.28% → 70.19% (+6.9%)

4% more funds holding

Funds holding: 112 → 117 (+5)

13% less capital invested

Capital invested by funds: $314M → $275M (-$39.3M)

48% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 40

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
117
Holders Change
+5
Holders Change %
+4.46%
% of All Funds
2.31%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
22
Increased
21
Reduced
40
Closed
17
Calls
$1.48M
Puts
$409K
Net Calls
+$1.07M
Net Calls Change
-$95K

Top Buyers

Rank Fund Capital Flow
1
Barclays
Barclays
United Kingdom
+$7.36M
2
Goldman Sachs
Goldman Sachs
New York
+$5.89M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.54M
4
CA
Cumberland Advisors
Florida
+$1.33M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.04M

Top Sellers

Rank Fund Capital Flow
1
ACI
AMP Capital Investors
Australia
-$27.4M
2
TEE
Tibra Equities Europe
United Kingdom
-$11.8M
3
PL
Polianta Ltd
Jersey
-$11.5M
4
TAM
Tocqueville Asset Management
New York
-$9.03M
5
WP
WealthSource Partners
California
-$2.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$5K +$4.71K +160 New
CB
102
Community Bank
New York
$4K – – –
LWANC
103
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K – – –
PWMG
104
Prestige Wealth Management Group
New Jersey
$4K – – –
MWM
105
Maltin Wealth Management
New Jersey
$3K +$2.8K +95 New
OPS
106
Orion Portfolio Solutions
Nebraska
$3K +$2.94K +100 New
APA
107
American Portfolios Advisors
New York
$2.72K – – –
CIAS
108
Capital Investment Advisory Services
North Carolina
$2K – – –
TCOV
109
Trust Company of Vermont
Vermont
$2K +$2.36K +80 New
AIM
110
Axiom Investment Management
New York
$1K – – –
MCM
111
McMillion Capital Management
North Carolina
$1K – – –
SPIA
112
Steward Partners Investment Advisory
New York
$1K – – –
WT
113
Whittier Trust
California
$1K – – –
BW
114
Bison Wealth
Georgia
$1K +$1.44K +49 New
WA
115
WestEnd Advisors
North Carolina
$986 – – –
ACI
116
AMP Capital Investors
Australia
– -$27.4M -940,500 Closed
PL
117
Polianta Ltd
Jersey
– -$11.5M -394,800 Closed
N
118
Natixis
France
– -$1.25M -42,927 Closed
SCP
119
Syntal Capital Partners
Texas
– -$1.23M -42,140 Closed
TH
120
Timber Hill
Connecticut
– -$584K -20,000 Closed
FHC
121
First Heartland Consultants
Missouri
– -$372K -12,741 Closed
Jane Street
122
Jane Street
New York
– -$267K -9,149 Closed
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
– -$213K -7,282 Closed
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
– -$24K -815 Closed
SF
125
Synovus Financial
Georgia
– -$16K -537 Closed
2 3 4
5
6

IYZ Hedge Fund Activity: Q4 2019 in Review

117 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q4 2019, worth a combined $275M — down 13% from $314M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IYZ positions and 17 closed out — a net gain of 5 holders — while 21 added to existing stakes and 40 trimmed.

The largest buyer was Barclays, opening a new position worth an estimated $7.36M. The largest seller was AMP Capital Investors, exiting entirely with an estimated $27.4M sold.

  • 117 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q4 2019, up from 112 in Q3 2019.
  • Funds reported $275M of iShares US Telecommunications ETF stock for Q4 2019, down 13% quarter-over-quarter.
  • 22 funds opened new iShares US Telecommunications ETF positions in Q4 2019 and 17 closed out, a net change of +5 holders.
  • The largest iShares US Telecommunications ETF buyer in Q4 2019 was Barclays, an estimated $7.36M added.
  • The largest iShares US Telecommunications ETF seller in Q4 2019 was AMP Capital Investors, an estimated $27.4M sold.

Based on aggregated 13F filings for Q4 2019.