We are live on ! Find out more
IYZ icon

iShares US Telecommunications ETF
IYZ

110 hedge funds and large institutions have $157M invested in iShares US Telecommunications ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 33 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

687% more call options, than puts

Call options by funds: $732K | Put options by funds: $93K

0% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 33

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

3.22% less ownership

Funds ownership: 77.4% → 74.18% (-3.2%)

4% less funds holding

Funds holding: 114 → 110 (-4)

14% less capital invested

Capital invested by funds: $182M → $157M (-$25.4M)

Holders
110
Holders Change
-4
Holders Change %
-3.51%
% of All Funds
1.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
33
Reduced
33
Closed
13
Calls
$732K
Puts
$93K
Net Calls
+$639K
Net Calls Change
-$23K

Top Buyers

1
SFCL
Strengthening Families & Communities LLC
Massachusetts
+$5.71M
2
Millennium Management
Millennium Management
New York
+$5.3M
3
Osaic Holdings
Osaic Holdings
Arizona
+$1.95M
4
RL
Retireful LLC
Michigan
+$1.79M
5
TRCT
Tower Research Capital (TRC)
New York
+$1.46M

Top Sellers

1
Citigroup
Citigroup
New York
-$14.3M
2
DWM
Dakota Wealth Management
Florida
-$11.6M
3
Goldman Sachs
Goldman Sachs
New York
-$3.18M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$2.98M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
101
AlphaMark Advisors
Kentucky
$2K – – –
CIAS
102
Capital Investment Advisory Services
North Carolina
$1.74K – – –
WIM
103
Westside Investment Management
California
$1.63K – – –
FHC
104
First Heartland Consultants
Missouri
$1.26K +$1.23M +57,913 New
FCA
105
FinTrust Capital Advisors
South Carolina
$1.06K – – –
CPBTD
106
Central Pacific Bank - Trust Division
Hawaii
$977 – – –
FGA
107
Fortis Group Advisors
New Jersey
$977 – – –
WT
108
Whittier Trust
California
$803 – – –
RDFA
109
Ritter Daniher Financial Advisory
Ohio
$370 – – –
WWP
110
WR Wealth Planners
Missouri
$348 – – –
ACI
111
Alpha Cubed Investments
California
– -$1.45M -65,756 Closed
Renaissance Technologies
112
Renaissance Technologies
New York
– -$1.05M -47,800 Closed
Qube Research & Technologies (QRT)
113
Qube Research & Technologies (QRT)
United Kingdom
– -$846K -38,485 Closed
Stifel Financial
114
Stifel Financial
Missouri
– -$777K -35,328 Closed
KWA
115
Kellett Wealth Advisors
Ohio
– -$368K -16,729 Closed
Baird Financial Group
116
Baird Financial Group
Wisconsin
– -$280K -12,753 Closed
BRWA
117
B. Riley Wealth Advisors
Florida
– -$230K -10,749 Closed
USCWA
118
U.S. Capital Wealth Advisors
Texas
– -$213K -9,673 Closed
AWM
119
Avior Wealth Management
Nebraska
– -$131K -5,944 Closed
IGWM
120
ICA Group Wealth Management
Colorado
– -$15.5K -706 Closed
US Bancorp
121
US Bancorp
Minnesota
– -$4.79K -218 Closed
LWANC
122
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$3.3K -150 Closed
OSAM
123
O'Shaughnessy Asset Management
Connecticut
– -$220 -10 Closed
1 2 3 4
5

IYZ Hedge Fund Activity: Q2 2024 in Review

110 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q2 2024, worth a combined $157M — down 14% from $182M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of IYZ and 12 opened new positions — a net loss of 1 holder — while 33 trimmed existing stakes and 33 added.

The largest buyer was Strengthening Families & Communities LLC, opening a new position worth an estimated $5.71M. The largest seller was Citigroup, cutting an estimated $14.3M.

  • 110 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q2 2024, down from 114 in Q1 2024.
  • Funds reported $157M of iShares US Telecommunications ETF stock for Q2 2024, down 14% quarter-over-quarter.
  • 12 funds opened new iShares US Telecommunications ETF positions in Q2 2024 and 13 closed out, a net change of -1 holder.
  • The largest iShares US Telecommunications ETF buyer in Q2 2024 was Strengthening Families & Communities LLC, an estimated $5.71M added.
  • The largest iShares US Telecommunications ETF seller in Q2 2024 was Citigroup, an estimated $14.3M sold.

Based on aggregated 13F filings for Q2 2024.