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iShares US Telecommunications ETF

137 hedge funds and large institutions have $378M invested in iShares US Telecommunications ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 44 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $1.58M | Put options by funds: $1.16M

4.98% less ownership

Funds ownership: 81.71%76.74% (-5%)

14% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 44

14% less funds holding

Funds holding: 159137 (-22)

14% less capital invested

Capital invested by funds: $438M → $378M (-$60.7M)

59% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 34

Holders
137
Holders Change
-22
Holders Change %
-13.84%
% of All Funds
2.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
38
Reduced
44
Closed
34
Calls
$1.58M
Puts
$1.16M
Net Calls
+$415K
Net Calls Change
-$631K
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$24K
FMTCOCP
102
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$22K
PP
103
PFS Partners
New Jersey
$21.6K -$70.4K -2,306 -76%
CAGAS
104
Capital Advisory Group Advisory Services
Minnesota
$21K -$996K -32,634 -98%
T
105
TCWP
Ohio
$20K +$21K +687 New
SBL
106
Sargent Bickham Lagudis
Colorado
$18K
AF
107
Advisornet Financial
Minnesota
$18K +$885 +29 +5%
MIM
108
MTM Investment Management
South Carolina
$17K
TWC
109
TD Waterhouse Canada
Ontario, Canada
$12.5K
AssetMark Inc
110
AssetMark Inc
California
$12K +$31 +1 +0.3%
VNA
111
Valley National Advisers
Pennsylvania
$11K
IBOK
112
Independence Bank of Kentucky
Kentucky
$10K
BFEC
113
Benjamin F. Edwards & Company
Missouri
$9K -$85.5K -2,800 -90%
MFT
114
Moisand Fitzgerald Tamayo
Florida
$9K
OC
115
Oakworth Capital
Alabama
$9K
PFS
116
Prospera Financial Services
Texas
$9K +$9.34K +306 New
CIAS
117
Capital Investment Advisory Services
North Carolina
$8K -$5.1K -167 -38%
GAM
118
Gemmer Asset Management
California
$8K
GRP
119
Global Retirement Partners
California
$8K +$9.13K +299 New
FFWM
120
Future Financial Wealth Management
Ohio
$7K
AA
121
AlphaMark Advisors
Kentucky
$6K
LWANC
122
Laurel Wealth Advisors (North Carolina)
North Carolina
$4K
PWMG
123
Prestige Wealth Management Group
New Jersey
$4K
HNB
124
Huntington National Bank
Ohio
$3K
RG
125
Retirement Group
California
$3K

IYZ Hedge Fund Activity: Q1 2022 in Review

137 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q1 2022, worth a combined $378M — down 14% from $438M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of IYZ and 14 opened new positions — a net loss of 20 holders — while 44 trimmed existing stakes and 38 added.

The largest buyer was Phoenix Financial, opening a new position worth an estimated $31M. The largest seller was UBS Group, cutting an estimated $14.7M.

  • 137 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q1 2022, down from 159 in Q4 2021.
  • Funds reported $378M of iShares US Telecommunications ETF stock for Q1 2022, down 14% quarter-over-quarter.
  • 14 funds opened new iShares US Telecommunications ETF positions in Q1 2022 and 34 closed out, a net change of -20 holders.
  • The largest iShares US Telecommunications ETF buyer in Q1 2022 was Phoenix Financial, an estimated $31M added.
  • The largest iShares US Telecommunications ETF seller in Q1 2022 was UBS Group, an estimated $14.7M sold.

Based on aggregated 13F filings for Q1 2022.