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iShares US Telecommunications ETF
IYZ

Overview Fund Activity

124 hedge funds and large institutions have $249M invested in iShares US Telecommunications ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 18 closing their positions.

Holders
124
Holders Change
+6
Holders Change %
+5.08%
% of All Funds
1.82%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
35
Reduced
33
Closed
18
Calls
$1.36M
Puts
$2K
Net Calls
+$1.36M
Net Calls Change
-$463K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$104M
2
VV
2
Verity & Verity
South Carolina
$7.67M
3
Barclays
3
Barclays
United Kingdom
$4.55M
4
WHG
4
Westwood Holdings Group
Texas
$2.86M
5
CW
5
Connectus Wealth
Ohio
$2.68M

Top Sellers

1
PCH
1
PGIM Custom Harvest
New Jersey
$2.51M
2
SFCL
2
Strengthening Families & Communities LLC
Massachusetts
$0
3
Citigroup
3
Citigroup
New York
$4.38M
4
OAM
4
Oppenheimer Asset Management
New York
$0
5
FHC
5
First Heartland Consultants
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TSWM
101
Tyler-Stone Wealth Management
Ohio
$5.55K 244 -815 -77%
RFA
102
Register Financial Advisors
Georgia
$5.49K 241 – –
HNB
103
Huntington National Bank
Ohio
$4.85K 213 – –
BWAM
104
Boyd Watterson Asset Management
Ohio
$3.46K 152 – –
NA
105
NewEdge Advisors
Louisiana
$3.44K 151 +81 +116%
IBOK
106
Independence Bank of Kentucky
Kentucky
$3.41K 150 – –
LWANC
107
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.41K 150 – –
AA
108
AlphaMark Advisors
Kentucky
$3K 150 – –
IA
109
IFP Advisors
Florida
$2.94K 129 -2,272 -95%
WA
110
WestEnd Advisors
North Carolina
$2.87K 126 +11 +10%
SS
111
Sunbelt Securities
Texas
$2.28K 100 -314 -76%
Nomura Asset Management
112
Nomura Asset Management
Japan
$2.28K 100 – –
NFA
113
Northwest Financial Advisors
Virginia
$2.28K 100 +100 New
RG
114
Retirement Group
California
$2.05K 90 – –
FGA
115
Fortis Group Advisors
New Jersey
$2.05K 90 +45 +100%
FFA
116
Farther Finance Advisors
California
$1.98K 87 – –
CIAS
117
Capital Investment Advisory Services
North Carolina
$1.82K 80 -29 -27%
WIM
118
Westside Investment Management
California
$1.71K 75 – –
NSG
119
Nalls Sherbakoff Group
Tennessee
$1.37K 60 – –
BBHC
120
Brown Brothers Harriman & Co
New York
$979 43 – –
WT
121
Whittier Trust
California
$841 37 – –
FCA
122
FinTrust Capital Advisors
South Carolina
$592 26 – –
RDFA
123
Ritter Daniher Financial Advisory
Ohio
$387 17 – –
OSAM
124
O'Shaughnessy Asset Management
Connecticut
$228 10 – –
SFCL
125
Strengthening Families & Communities LLC
Massachusetts
– – -216,281 Closed
2 3 4
5
6