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iShares US Telecommunications ETF
IYZ

122 hedge funds and large institutions have $182M invested in iShares US Telecommunications ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 46 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,345% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $51K

8% less funds holding

Funds holding: 132 → 122 (-10)

19.96% less ownership

Funds ownership: 88.98% → 69.03% (-20%)

32% less capital invested

Capital invested by funds: $269M → $182M (-$86.8M)

33% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 46

45% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 22

Holders
122
Holders Change
-10
Holders Change %
-7.58%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
31
Reduced
46
Closed
22
Calls
$1.25M
Puts
$51K
Net Calls
+$1.2M
Net Calls Change
-$995K

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$1.59M
2
PG
Prostatis Group
Maryland
+$1.3M
3
Renaissance Technologies
Renaissance Technologies
New York
+$1.1M
4
DWM
Dakota Wealth Management
Florida
+$524K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$484K

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$52M
2
PCH
PGIM Custom Harvest
New Jersey
-$6.43M
3
Wells Fargo
Wells Fargo
California
-$3.48M
4
EF
Empowered Funds
Pennsylvania
-$3.15M
5
WLPWM
Walled Lake Planning & Wealth Management
Illinois
-$2.77M
Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
101
Westside Investment Management
California
$6.63K – – –
GRP
102
Global Retirement Partners
California
$6.61K – – –
HNB
103
Huntington National Bank
Ohio
$5.81K – – –
RFA
104
Register Financial Advisors
Georgia
$5.33K – – –
AA
105
AlphaMark Advisors
Kentucky
$4K – – –
BWAM
106
Boyd Watterson Asset Management
Ohio
$3.36K – – –
IBOK
107
Independence Bank of Kentucky
Kentucky
$3.31K – – –
LWANC
108
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.31K – – –
PWMG
109
Prestige Wealth Management Group
New Jersey
$3.31K – – –
KM
110
Kalos Management
Georgia
$2.67K – – –
CIAS
111
Capital Investment Advisory Services
North Carolina
$2.41K – – –
Nomura Asset Management
112
Nomura Asset Management
Japan
$2.21K – – –
RG
113
Retirement Group
California
$1.99K – – –
FFA
114
Farther Finance Advisors
California
$1.59K +$656 +30 +71%
NA
115
NewEdge Advisors
Louisiana
$1.55K -$109 -5 -7%
NSG
116
Nalls Sherbakoff Group
Tennessee
$1.29K – – –
WT
117
Whittier Trust
California
$817 – – –
FCA
118
FinTrust Capital Advisors
South Carolina
$584 – – –
RDFA
119
Ritter Daniher Financial Advisory
Ohio
$376 – – –
WWP
120
WR Wealth Planners
Missouri
$354 – – –
HS
121
Horan Securities
United States
$332 – – –
OSAM
122
O'Shaughnessy Asset Management
Connecticut
$221 – – –
EF
123
Empowered Funds
Pennsylvania
– -$3.15M -136,113 Closed
WLPWM
124
Walled Lake Planning & Wealth Management
Illinois
– -$2.77M -119,668 Closed
RPA
125
Rock Point Advisors
Vermont
– -$1.63M -70,488 Closed
2 3 4
5
6

IYZ Hedge Fund Activity: Q2 2023 in Review

122 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q2 2023, worth a combined $182M — down 32% from $269M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of IYZ and 12 opened new positions — a net loss of 10 holders — while 46 trimmed existing stakes and 31 added.

The largest buyer was LPL Financial, adding an estimated $1.59M. The largest seller was Citigroup, cutting an estimated $52M.

  • 122 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q2 2023, down from 132 in Q1 2023.
  • Funds reported $182M of iShares US Telecommunications ETF stock for Q2 2023, down 32% quarter-over-quarter.
  • 12 funds opened new iShares US Telecommunications ETF positions in Q2 2023 and 22 closed out, a net change of -10 holders.
  • The largest iShares US Telecommunications ETF buyer in Q2 2023 was LPL Financial, an estimated $1.59M added.
  • The largest iShares US Telecommunications ETF seller in Q2 2023 was Citigroup, an estimated $52M sold.

Based on aggregated 13F filings for Q2 2023.