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iShares US Telecommunications ETF
IYZ

128 hedge funds and large institutions have $291M invested in iShares US Telecommunications ETF in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 22 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

411% more call options, than puts

Call options by funds: $2.05M | Put options by funds: $401K

114% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 22

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less capital invested

Capital invested by funds: $303M → $291M (-$12.5M)

4% less funds holding

Funds holding: 134 → 128 (-6)

16.48% less ownership

Funds ownership: 79.65% → 63.16% (-16%)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

Holders
128
Holders Change
-6
Holders Change %
-4.48%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
47
Reduced
22
Closed
24
Calls
$2.05M
Puts
$401K
Net Calls
+$1.65M
Net Calls Change
+$215K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$25.9M
2
Citigroup
Citigroup
New York
+$6.24M
3
Goldman Sachs
Goldman Sachs
New York
+$5.23M
4
SFCL
Strengthening Families & Communities LLC
Massachusetts
+$4.58M
5
IAN
Integrated Advisors Network
Texas
+$3.35M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$7.78M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.43M
3
Prudential Financial
Prudential Financial
New Jersey
-$2.17M
4
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
-$1.33M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
AssetMark Inc
101
AssetMark Inc
California
$8K – – –
GRP
102
Global Retirement Partners
California
$7K – – –
MFT
103
Moisand Fitzgerald Tamayo
Florida
$6K – – –
OC
104
Oakworth Capital
Alabama
$6K – – –
AF
105
Advisornet Financial
Minnesota
$5K -$9.13K -366 -59%
BTI
106
Blue Trust Inc
Georgia
$5K – – –
AA
107
AlphaMark Advisors
Kentucky
$5K +$623 +25 +13%
HNB
108
Huntington National Bank
Ohio
$5K +$4.36K +175 +199%
CG
109
Cutler Group
California
$4K +$4.99K +200 New
IBOK
110
Independence Bank of Kentucky
Kentucky
$3K – – –
LWANC
111
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K – – –
PWMG
112
Prestige Wealth Management Group
New Jersey
$3K – – –
Nomura Asset Management
113
Nomura Asset Management
Japan
$2.09K – – –
CIAS
114
Capital Investment Advisory Services
North Carolina
$2K -$2.04K -82 -44%
WA
115
WestEnd Advisors
North Carolina
$2K -$200 -8 -7%
RG
116
Retirement Group
California
$2K – – –
APA
117
American Portfolios Advisors
New York
$1.9K – – –
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$1.49K +$306K +12,288 +26%
FCA
119
FinTrust Capital Advisors
South Carolina
$1K – – –
MCM
120
McMillion Capital Management
North Carolina
$1K – – –
MCC
121
Money Concepts Capital
Florida
$1K – – –
MA
122
Montag & Associates
Georgia
$1K – – –
WT
123
Whittier Trust
California
$1K – – –
WWP
124
WR Wealth Planners
Missouri
$334 – – –
WIM
125
Westside Investment Management
California
$9 – – –
2 3 4
5
6

IYZ Hedge Fund Activity: Q3 2022 in Review

128 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q3 2022, worth a combined $291M — down 4.1% from $303M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of IYZ and 19 opened new positions — a net loss of 5 holders — while 22 trimmed existing stakes and 47 added.

The largest buyer was Morgan Stanley, adding an estimated $25.9M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $7.78M sold.

  • 128 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q3 2022, down from 134 in Q2 2022.
  • Funds reported $291M of iShares US Telecommunications ETF stock for Q3 2022, down 4.1% quarter-over-quarter.
  • 19 funds opened new iShares US Telecommunications ETF positions in Q3 2022 and 24 closed out, a net change of -5 holders.
  • The largest iShares US Telecommunications ETF buyer in Q3 2022 was Morgan Stanley, an estimated $25.9M added.
  • The largest iShares US Telecommunications ETF seller in Q3 2022 was Mirae Asset Global Investments, an estimated $7.78M sold.

Based on aggregated 13F filings for Q3 2022.