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iShares US Telecommunications ETF
IYZ

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.

New
Increased
Maintained
Reduced
Closed

67,950% more call options, than puts

Call options by funds: $1.36M | Put options by funds: $2K

50% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 18

45% more capital invested

Capital invested by funds: $171M → $249M (+$77.7M)

25.22% more ownership

Funds ownership: 63.59% → 88.81% (+25%)

5% more funds holding

Funds holding: 118 → 124 (+6)

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
124
Holders Change
+6
Holders Change %
+5.08%
% of All Funds
1.81%
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
Morgan Stanley
New York
+$59.2M
2
VV
Verity & Verity
South Carolina
+$7.23M
3
Barclays
Barclays
United Kingdom
+$4.29M
4
WHG
Westwood Holdings Group
Texas
+$2.69M
5
CW
Connectus Wealth
Ohio
+$2.53M

Top Sellers

1
PCH
PGIM Custom Harvest
New Jersey
-$8.08M
2
SFCL
Strengthening Families & Communities LLC
Massachusetts
-$4.61M
3
Citigroup
Citigroup
New York
-$2.63M
4
OAM
Oppenheimer Asset Management
New York
-$2.33M
5
FHC
First Heartland Consultants
Missouri
-$1.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
TSWM
101
Tyler-Stone Wealth Management
Ohio
$5.55K -$17.5K -815 -77%
RFA
102
Register Financial Advisors
Georgia
$5.49K – – –
HNB
103
Huntington National Bank
Ohio
$4.85K – – –
BWAM
104
Boyd Watterson Asset Management
Ohio
$3.46K – – –
NA
105
NewEdge Advisors
Louisiana
$3.44K +$1.74K +81 +116%
IBOK
106
Independence Bank of Kentucky
Kentucky
$3.41K – – –
LWANC
107
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.41K – – –
AA
108
AlphaMark Advisors
Kentucky
$3K – – –
IA
109
IFP Advisors
Florida
$2.94K -$48.7K -2,272 -95%
WA
110
WestEnd Advisors
North Carolina
$2.87K +$236 +11 +10%
SS
111
Sunbelt Securities
Texas
$2.28K -$6.73K -314 -76%
Nomura Asset Management
112
Nomura Asset Management
Japan
$2.28K – – –
NFA
113
Northwest Financial Advisors
Virginia
$2.28K +$2.14K +100 New
RG
114
Retirement Group
California
$2.05K – – –
FGA
115
Fortis Group Advisors
New Jersey
$2.05K +$965 +45 +100%
FFA
116
Farther Finance Advisors
California
$1.98K – – –
CIAS
117
Capital Investment Advisory Services
North Carolina
$1.82K -$622 -29 -27%
WIM
118
Westside Investment Management
California
$1.71K – – –
NSG
119
Nalls Sherbakoff Group
Tennessee
$1.37K – – –
BBHC
120
Brown Brothers Harriman & Co
New York
$979 – – –
WT
121
Whittier Trust
California
$841 – – –
FCA
122
FinTrust Capital Advisors
South Carolina
$592 – – –
RDFA
123
Ritter Daniher Financial Advisory
Ohio
$387 – – –
OSAM
124
O'Shaughnessy Asset Management
Connecticut
$228 – – –
SFCL
125
Strengthening Families & Communities LLC
Massachusetts
– -$4.61M -216,281 Closed
2 3 4
5
6

IYZ Hedge Fund Activity: Q4 2023 in Review

124 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q4 2023, worth a combined $249M — up 45% from $171M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IYZ positions and 18 closed out — a net gain of 9 holders — while 35 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $59.2M. The largest seller was PGIM Custom Harvest, cutting an estimated $8.08M.

  • 124 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q4 2023, up from 118 in Q3 2023.
  • Funds reported $249M of iShares US Telecommunications ETF stock for Q4 2023, up 45% quarter-over-quarter.
  • 27 funds opened new iShares US Telecommunications ETF positions in Q4 2023 and 18 closed out, a net change of +9 holders.
  • The largest iShares US Telecommunications ETF buyer in Q4 2023 was Morgan Stanley, an estimated $59.2M added.
  • The largest iShares US Telecommunications ETF seller in Q4 2023 was PGIM Custom Harvest, an estimated $8.08M sold.

Based on aggregated 13F filings for Q4 2023.