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iShares US Telecommunications ETF
IYZ

Overview Fund Activity

125 hedge funds and large institutions have $350M invested in iShares US Telecommunications ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 42 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
125
Holders Change
+9
Holders Change %
+7.76%
% of All Funds
2.2%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
21
Increased
32
Reduced
42
Closed
12
Calls
$2.42M
Puts
$769K
Net Calls
+$1.65M
Net Calls Change
+$1.47M

Top Buyers

1
IAIM
1
International Assets Investment Management
Florida
$48.5M
2
Barclays
2
Barclays
United Kingdom
$3.23M
3
WI
3
Wintrust Investments
Illinois
$2.08M
4
Morgan Stanley
4
Morgan Stanley
New York
$52M
5
Two Sigma Investments
5
Two Sigma Investments
New York
$1.94M

Top Sellers

1
LMIM
1
Lockheed Martin Investment Management
Maryland
$101M
2
Goldman Sachs
2
Goldman Sachs
New York
$7.92M
3
AIA
3
Avalon Investment & Advisory
Texas
$0
4
PS
4
Planned Solutions
California
$1.16M
5
Citadel Advisors
5
Citadel Advisors
Florida
$3.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIM
101
MTM Investment Management
South Carolina
$18K – – –
APA
102
American Portfolios Advisors
New York
$17.9K +$6.85K +212 +62%
CG
103
Cutler Group
California
$16K -$22.4K -700 -58%
JAWM
104
J. Arnold Wealth Management
Ohio
$16K +$16K +504 New
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$15K +$15K +479 New
GRP
106
Global Retirement Partners
California
$11K -$26.1K -800 -70%
OC
107
Oakworth Capital
Alabama
$10K – – –
MFT
108
Moisand Fitzgerald Tamayo
Florida
$10K – – –
SFPG
109
Stonebridge Financial Planning Group
Florida
$10K – – –
GAM
110
Gemmer Asset Management
California
$9K – – –
AA
111
AlphaMark Advisors
Kentucky
$6K – – –
LWANC
112
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K – – –
PWMG
113
Prestige Wealth Management Group
New Jersey
$5K – – –
TCOV
114
Trust Company of Vermont
Vermont
$3K -$874 -30 -23%
CIAS
115
Capital Investment Advisory Services
North Carolina
$3K +$714 +25 +31%
AF
116
Advisornet Financial
Minnesota
$2K -$750 -27 -27%
CB
117
Community Bank
New York
$2K – – –
BW
118
Bison Wealth
Georgia
$2K – – –
AIC
119
Ameritas Investment Company
Nebraska
$1.68K +$1.68K +52 New
SPIA
120
Steward Partners Investment Advisory
New York
$1.39K – – –
LDFR
121
Lehman & Derafelo Financial Resources
Pennsylvania
$1K – – –
WT
122
Whittier Trust
California
$1K – – –
MCC
123
Money Concepts Capital
Florida
$1K – – –
MA
124
Montag & Associates
Georgia
$1K +$1K +35 New
WIM
125
Westside Investment Management
California
$2 – – –
2 3 4
5
6