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iShares US Telecommunications ETF

124 hedge funds and large institutions have $298M invested in iShares US Telecommunications ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $779K

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

1% more funds holding

Funds holding: 123124 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7.25% less ownership

Funds ownership: 78.08%70.83% (-7.3%)

13% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 39

17% less capital invested

Capital invested by funds: $359M → $298M (-$61.6M)

Holders
124
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
34
Reduced
39
Closed
11
Calls
$1.74M
Puts
$779K
Net Calls
+$964K
Net Calls Change
-$300K
Name Holding Trade Value Shares
Change
Change in
Stake
CI
101
CX Institutional
Indiana
$17K -$16.8K -497 -49%
Northwestern Mutual Wealth Management
102
Northwestern Mutual Wealth Management
Wisconsin
$16K
IWA
103
IBEX Wealth Advisors
New Jersey
$16K +$16.2K +482 New
CIAS
104
Capital Investment Advisory Services
North Carolina
$14K -$1.82K -54 -11%
VNA
105
Valley National Advisers
Pennsylvania
$12K +$12.9K +384 New
IBOK
106
Independence Bank of Kentucky
Kentucky
$11K -$14.3K -425 -55%
GRP
107
Global Retirement Partners
California
$11K
BFEC
108
Benjamin F. Edwards & Company
Missouri
$10K -$12.4K -369 -54%
MFT
109
Moisand Fitzgerald Tamayo
Florida
$10K
OC
110
Oakworth Capital
Alabama
$10K
SFPG
111
Stonebridge Financial Planning Group
Florida
$10K
GAM
112
Gemmer Asset Management
California
$9K
AA
113
AlphaMark Advisors
Kentucky
$6K
AWA
114
Arkadios Wealth Advisors
Georgia
$6K +$2.87K +85 +74%
LWANC
115
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K
PWMG
116
Prestige Wealth Management Group
New Jersey
$5K
APA
117
American Portfolios Advisors
New York
$2.95K -$7.14K -212 -70%
BW
118
Bison Wealth
Georgia
$2K
CB
119
Community Bank
New York
$1K -$135 -4 -8%
FCA
120
FinTrust Capital Advisors
South Carolina
$1K
MA
121
Montag & Associates
Georgia
$1K
WT
122
Whittier Trust
California
$1K
SPIA
123
Steward Partners Investment Advisory
New York
$1K +$34 +1 +2%
WIM
124
Westside Investment Management
California
$15 +$10.1K +300 +182%
Russell Investments Group
125
Russell Investments Group
United Kingdom
-$36.6M -1,100,300 Closed

IYZ Hedge Fund Activity: Q3 2021 in Review

124 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q3 2021, worth a combined $298M — down 17% from $359M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IYZ positions and 11 closed out — a net gain of 3 holders — while 34 added to existing stakes and 39 trimmed.

The largest buyer was Citigroup, adding an estimated $2.47M. The largest seller was Russell Investments Group, exiting entirely with an estimated $36.6M sold.

  • 124 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q3 2021, up from 123 in Q2 2021.
  • Funds reported $298M of iShares US Telecommunications ETF stock for Q3 2021, down 17% quarter-over-quarter.
  • 14 funds opened new iShares US Telecommunications ETF positions in Q3 2021 and 11 closed out, a net change of +3 holders.
  • The largest iShares US Telecommunications ETF buyer in Q3 2021 was Citigroup, an estimated $2.47M added.
  • The largest iShares US Telecommunications ETF seller in Q3 2021 was Russell Investments Group, an estimated $36.6M sold.

Based on aggregated 13F filings for Q3 2021.