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iShares US Telecommunications ETF

159 hedge funds and large institutions have $438M invested in iShares US Telecommunications ETF in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 49 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 11

206% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $507K

81% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 27

47% more capital invested

Capital invested by funds: $298M → $438M (+$141M)

28% more funds holding

Funds holding: 124159 (+35)

10.89% more ownership

Funds ownership: 70.83%81.71% (+11%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
159
Holders Change
+35
Holders Change %
+28.23%
% of All Funds
2.45%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
46
Increased
49
Reduced
27
Closed
11
Calls
$1.55M
Puts
$507K
Net Calls
+$1.05M
Net Calls Change
+$82K
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
101
AHL Investment Management
Florida
$104K +$102K +3,170 New
BFEC
102
Benjamin F. Edwards & Company
Missouri
$102K +$90.1K +2,800 +892%
Bessemer Group
103
Bessemer Group
New Jersey
$101K
PP
104
PFS Partners
New Jersey
$99.7K +$97.5K +3,030 New
Simplex Trading
105
Simplex Trading
Illinois
$93K -$413K -12,826 -82%
US Bancorp
106
US Bancorp
Minnesota
$82K -$50.1K -1,556 -39%
SWM
107
Spire Wealth Management
Virginia
$76K -$57.1K -1,775 -43%
IA
108
IFP Advisors
Florida
$74K -$1.45K -45 -2%
FDCDDQ
109
Federation des caisses Desjardins du Quebec
Quebec, Canada
$69.9K +$6.11K +190 +10%
CWA
110
Clearview Wealth Advisors
Oregon
$68K -$32 -1 -0%
AIM
111
Axiom Investment Management
New York
$67K
CCM
112
Covington Capital Management
California
$65K +$64K +1,990 New
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$64K +$62.8K +1,950 New
UIA
114
Ulland Investment Advisors
Minnesota
$62K +$60.8K +1,890 New
CFGS
115
Concourse Financial Group Securities
Alabama
$57K -$9.33K -290 -14%
IAG
116
Investmark Advisory Group
Connecticut
$57K +$56.5K +1,756 New
PA
117
Parallel Advisors
California
$54K
EWM
118
Endurance Wealth Management
Rhode Island
$53K
Northwestern Mutual Wealth Management
119
Northwestern Mutual Wealth Management
Wisconsin
$49K +$32.8K +1,020 +213%
Fidelity Investments
120
Fidelity Investments
Massachusetts
$46K +$483 +15 +1%
RA
121
Rise Advisors
New York
$41.9K +$41K +1,275 New
TSWM
122
Tyler-Stone Wealth Management
Ohio
$40K +$39K +1,213 New
NFG
123
Next Financial Group
Texas
$29K -$579 -18 -2%
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$27K
FWA
125
FSC Wealth Advisors
New York
$26K +$25K +776 New

IYZ Hedge Fund Activity: Q4 2021 in Review

159 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q4 2021, worth a combined $438M — up 47% from $298M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IYZ positions and 11 closed out — a net gain of 35 holders — while 49 added to existing stakes and 27 trimmed.

The largest buyer was Prudential Financial, adding an estimated $156M. The largest seller was Lockheed Martin Investment Management, exiting entirely with an estimated $108M sold.

  • 159 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q4 2021, up from 124 in Q3 2021.
  • Funds reported $438M of iShares US Telecommunications ETF stock for Q4 2021, up 47% quarter-over-quarter.
  • 46 funds opened new iShares US Telecommunications ETF positions in Q4 2021 and 11 closed out, a net change of +35 holders.
  • The largest iShares US Telecommunications ETF buyer in Q4 2021 was Prudential Financial, an estimated $156M added.
  • The largest iShares US Telecommunications ETF seller in Q4 2021 was Lockheed Martin Investment Management, an estimated $108M sold.

Based on aggregated 13F filings for Q4 2021.