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iShares US Telecommunications ETF
IYZ

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.

New
Increased
Maintained
Reduced
Closed

106% more call options, than puts

Call options by funds: $1.29M | Put options by funds: $624K

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

8% less funds holding

Funds holding: 124 → 114 (-10)

11.41% less ownership

Funds ownership: 88.81% → 77.4% (-11%)

27% less capital invested

Capital invested by funds: $249M → $182M (-$66.9M)

35% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 20

Holders
114
Holders Change
-10
Holders Change %
-8.06%
% of All Funds
1.64%
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

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$12.1M
2
Barclays
Barclays
United Kingdom
+$6.73M
3
Goldman Sachs
Goldman Sachs
New York
+$5.59M
4
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$2.13M
5
BCI
Brinker Capital Investments
Pennsylvania
+$1.63M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$63.7M
2
Bank of America
Bank of America
North Carolina
-$10.2M
3
VV
Verity & Verity
South Carolina
-$7.67M
4
WHG
Westwood Holdings Group
Texas
-$2.86M
5
CW
Connectus Wealth
Ohio
-$2.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
WA
101
WestEnd Advisors
North Carolina
$2.77K – – –
SS
102
Sunbelt Securities
Texas
$2.2K – – –
AA
103
AlphaMark Advisors
Kentucky
$2K -$1.12K -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 +$516 +23 +88%
FGA
109
Fortis Group Advisors
New Jersey
$988 -$1.01K -45 -50%
CPBTD
110
Central Pacific Bank - Trust Division
Hawaii
$983 +$1.01K +45 New
WT
111
Whittier Trust
California
$812 – – –
RDFA
112
Ritter Daniher Financial Advisory
Ohio
$374 – – –
WWP
113
WR Wealth Planners
Missouri
$352 +$359 +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

IYZ Hedge Fund Activity: Q1 2024 in Review

114 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q1 2024, worth a combined $182M — down 27% from $249M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of IYZ and 13 opened new positions — a net loss of 7 holders — while 33 trimmed existing stakes and 35 added.

The largest buyer was Citigroup, adding an estimated $12.1M. The largest seller was Morgan Stanley, cutting an estimated $63.7M.

  • 114 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q1 2024, down from 124 in Q4 2023.
  • Funds reported $182M of iShares US Telecommunications ETF stock for Q1 2024, down 27% quarter-over-quarter.
  • 13 funds opened new iShares US Telecommunications ETF positions in Q1 2024 and 20 closed out, a net change of -7 holders.
  • The largest iShares US Telecommunications ETF buyer in Q1 2024 was Citigroup, an estimated $12.1M added.
  • The largest iShares US Telecommunications ETF seller in Q1 2024 was Morgan Stanley, an estimated $63.7M sold.

Based on aggregated 13F filings for Q1 2024.