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iShares US Telecommunications ETF
IYZ

123 hedge funds and large institutions have $359M invested in iShares US Telecommunications ETF in 2021 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 41 increasing their positions, 29 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

193% more call options, than puts

Call options by funds: $1.92M | Put options by funds: $654K

41% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 29

2.4% more ownership

Funds ownership: 75.68% → 78.08% (+2.4%)

3% more capital invested

Capital invested by funds: $350M → $359M (+$9.7M)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

2% less funds holding

Funds holding: 125 → 123 (-2)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
123
Holders Change
-2
Holders Change %
-1.6%
% of All Funds
2.14%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
12
Increased
41
Reduced
29
Closed
13
Calls
$1.92M
Puts
$654K
Net Calls
+$1.26M
Net Calls Change
-$389K

Top Buyers

1
Russell Investments Group
Russell Investments Group
United Kingdom
+$36.5M
2
LMIM
Lockheed Martin Investment Management
Maryland
+$13.6M
3
Millennium Management
Millennium Management
New York
+$10.7M
4
Bank of America
Bank of America
North Carolina
+$3.69M
5
Wells Fargo
Wells Fargo
California
+$2.81M

Top Sellers

1
IAIM
International Assets Investment Management
Florida
-$48.5M
2
Morgan Stanley
Morgan Stanley
New York
-$7.22M
3
Citadel Advisors
Citadel Advisors
Florida
-$3.93M
4
Barclays
Barclays
United Kingdom
-$3.23M
5
TRCT
Tower Research Capital (TRC)
New York
-$2.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
101
Northwestern Mutual Wealth Management
Wisconsin
$16K – – –
CIAS
102
Capital Investment Advisory Services
North Carolina
$16K +$12.8K +385 +367%
GRP
103
Global Retirement Partners
California
$11K – – –
APA
104
American Portfolios Advisors
New York
$10.1K -$8.32K -251 -45%
MFT
105
Moisand Fitzgerald Tamayo
Florida
$10K – – –
OC
106
Oakworth Capital
Alabama
$10K – – –
SFPG
107
Stonebridge Financial Planning Group
Florida
$10K – – –
GAM
108
Gemmer Asset Management
California
$9K – – –
AF
109
Advisornet Financial
Minnesota
$9K +$6.9K +208 +289%
AA
110
AlphaMark Advisors
Kentucky
$7K – – –
MAM
111
Meeder Asset Management
Ohio
$6K +$5.51K +166 New
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 – – –
AWA
115
Arkadios Wealth Advisors
Georgia
$3K +$3.81K +115 New
BW
116
Bison Wealth
Georgia
$2K – – –
CB
117
Community Bank
New York
$2K – – –
LDFR
118
Lehman & Derafelo Financial Resources
Pennsylvania
$1K – – –
MA
119
Montag & Associates
Georgia
$1K – – –
SPIA
120
Steward Partners Investment Advisory
New York
$1K – – –
WT
121
Whittier Trust
California
$1K – – –
FCA
122
FinTrust Capital Advisors
South Carolina
$1K +$862 +26 New
WIM
123
Westside Investment Management
California
$5 +$3.32K +100 +154%
IAIM
124
International Assets Investment Management
Florida
– -$48.5M -678,994 Closed
Citadel Advisors
125
Citadel Advisors
Florida
– -$3.93M -118,549 Closed
2 3 4
5
6

IYZ Hedge Fund Activity: Q2 2021 in Review

123 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q2 2021, worth a combined $359M — up 2.8% from $350M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of IYZ and 12 opened new positions — a net loss of 1 holder — while 29 trimmed existing stakes and 41 added.

The largest buyer was Russell Investments Group, opening a new position worth an estimated $36.5M. The largest seller was International Assets Investment Management, exiting entirely with an estimated $48.5M sold.

  • 123 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q2 2021, down from 125 in Q1 2021.
  • Funds reported $359M of iShares US Telecommunications ETF stock for Q2 2021, up 2.8% quarter-over-quarter.
  • 12 funds opened new iShares US Telecommunications ETF positions in Q2 2021 and 13 closed out, a net change of -1 holder.
  • The largest iShares US Telecommunications ETF buyer in Q2 2021 was Russell Investments Group, an estimated $36.5M added.
  • The largest iShares US Telecommunications ETF seller in Q2 2021 was International Assets Investment Management, an estimated $48.5M sold.

Based on aggregated 13F filings for Q2 2021.