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iShares US Telecommunications ETF
IYZ

Overview Fund Activity

114 hedge funds and large institutions have $182M invested in iShares US Telecommunications ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 20 closing their positions.

Holders
114
Holders Change
-10
Holders Change %
-8.06%
% of All Funds
1.65%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
35
Reduced
33
Closed
20
Calls
$1.29M
Puts
$624K
Net Calls
+$662K
Net Calls Change
-$697K

Top Buyers

1
Citigroup
1
Citigroup
New York
$16.1M
2
Barclays
2
Barclays
United Kingdom
$11M
3
Goldman Sachs
3
Goldman Sachs
New York
$6.69M
4
D.E. Shaw & Co
4
D.E. Shaw & Co
New York
$2.35M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$8.99M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$38.2M
2
Bank of America
2
Bank of America
North Carolina
$9.34M
3
VV
3
Verity & Verity
South Carolina
$0
4
WHG
4
Westwood Holdings Group
Texas
$0
5
CW
5
Connectus Wealth
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
101
WestEnd Advisors
North Carolina
$2.77K – – –
SS
102
Sunbelt Securities
Texas
$2.2K – – –
AA
103
AlphaMark Advisors
Kentucky
$2K -$1K -50 -33%
RG
104
Retirement Group
California
$1.98K – – –
FFA
105
Farther Finance Advisors
California
$1.9K – – –
CIAS
106
Capital Investment Advisory Services
North Carolina
$1.76K – – –
WIM
107
Westside Investment Management
California
$1.65K – – –
FCA
108
FinTrust Capital Advisors
South Carolina
$1.08K +$506 +23 +88%
FGA
109
Fortis Group Advisors
New Jersey
$988 -$988 -45 -50%
CPBTD
110
Central Pacific Bank - Trust Division
Hawaii
$983 +$983 +45 New
WT
111
Whittier Trust
California
$812 – – –
RDFA
112
Ritter Daniher Financial Advisory
Ohio
$374 – – –
WWP
113
WR Wealth Planners
Missouri
$352 +$352 +16 New
OSAM
114
O'Shaughnessy Asset Management
Connecticut
$220 – – –
VV
115
Verity & Verity
South Carolina
– -$7.67M -337,084 Closed
WHG
116
Westwood Holdings Group
Texas
– -$2.86M -125,628 Closed
CW
117
Connectus Wealth
Ohio
– -$2.68M -117,802 Closed
FWCM
118
Ferguson Wellman Capital Management
Oregon
– -$1.16M -51,021 Closed
CS
119
Credit Suisse
Switzerland
– -$938K -41,200 Closed
EFS
120
Econ Financial Services
Pennsylvania
– -$599K -26,325 Closed
PSP
121
Principal Street Partners
Tennessee
– -$436K -19,172 Closed
FMC
122
First Merchants Corp
Indiana
– -$426K -18,728 Closed
AWM
123
Axxcess Wealth Management
California
– -$303K -13,323 Closed
TAM
124
Tocqueville Asset Management
New York
– -$274K -12,042 Closed
SSA
125
Schonfeld Strategic Advisors
New York
– -$272K -11,960 Closed
2 3 4
5
6