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iShares US Telecommunications ETF

103 hedge funds and large institutions have $206M invested in iShares US Telecommunications ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more capital invested

Capital invested by funds: $157M → $206M (+$49M)

8.67% more ownership

Funds ownership: 74.18%82.85% (+8.7%)

6% less funds holding

Funds holding: 110103 (-7)

24% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 33

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
103
Holders Change
-7
Holders Change %
-6.36%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
25
Reduced
33
Closed
20
Calls
$1.53M
Puts
Net Calls
+$1.53M
Net Calls Change
+$887K
Name Holding Trade Value Shares
Change
Change in
Stake
WT
101
Whittier Trust
California
$934
RDFA
102
Ritter Daniher Financial Advisory
Ohio
$430
WWP
103
WR Wealth Planners
Missouri
$404
Millennium Management
104
Millennium Management
New York
-$5.43M -250,000 Closed
RL
105
Retireful LLC
Michigan
-$1.83M -84,465 Closed
FHC
106
First Heartland Consultants
Missouri
-$1.26K -57,913 Closed
Jane Street
107
Jane Street
New York
-$1.17M -54,017 Closed
D.E. Shaw & Co
108
D.E. Shaw & Co
New York
-$1.03M -47,285 Closed
GS
109
GTS Securities
New York
-$1M -46,213 Closed
HF
110
HRT Financial
New York
-$905K -41,693 Closed
PMAM
111
Picton Mahoney Asset Management
Ontario, Canada
-$450K -20,800 Closed
DAS
112
Dynamic Advisor Solutions
Arizona
-$347K -15,995 Closed
DWM
113
Dakota Wealth Management
Florida
-$251K -11,551 Closed
Cambridge Investment Research Advisors
114
Cambridge Investment Research Advisors
Iowa
-$231K -10,632 Closed
Simplex Trading
115
Simplex Trading
Illinois
-$216K -9,961 Closed
CI
116
CX Institutional
Indiana
-$208K -9,599 Closed
SWM
117
Spire Wealth Management
Virginia
-$40K -1,843 Closed
MG
118
Mather Group
Illinois
-$22K -1,000 Closed
IAIM
119
International Assets Investment Management
Florida
-$15.3K -705 Closed
TSWM
120
Tyler-Stone Wealth Management
Ohio
-$5.37K -247 Closed
IBOK
121
Independence Bank of Kentucky
Kentucky
-$3.26K -150 Closed
WA
122
WestEnd Advisors
North Carolina
-$2.74K -126 Closed
SIS
123
Sound Income Strategies
Florida
-$2.28K -105 Closed

IYZ Hedge Fund Activity: Q3 2024 in Review

103 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q3 2024, worth a combined $206M — up 31% from $157M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of IYZ and 14 opened new positions — a net loss of 6 holders — while 33 trimmed existing stakes and 25 added.

The largest buyer was Citigroup, adding an estimated $25.6M. The largest seller was Millennium Management, exiting entirely with an estimated $5.43M sold.

  • 103 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q3 2024, down from 110 in Q2 2024.
  • Funds reported $206M of iShares US Telecommunications ETF stock for Q3 2024, up 31% quarter-over-quarter.
  • 14 funds opened new iShares US Telecommunications ETF positions in Q3 2024 and 20 closed out, a net change of -6 holders.
  • The largest iShares US Telecommunications ETF buyer in Q3 2024 was Citigroup, an estimated $25.6M added.
  • The largest iShares US Telecommunications ETF seller in Q3 2024 was Millennium Management, an estimated $5.43M sold.

Based on aggregated 13F filings for Q3 2024.