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iShares US Telecommunications ETF
IYZ

Overview Fund Activity

152 hedge funds and large institutions have $1.1B invested in iShares US Telecommunications ETF in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 34 increasing their positions, 34 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+49
Holders Change %
+47.57%
% of All Funds
2.02%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
56
Increased
34
Reduced
34
Closed
4
Calls
$2.92M
Puts
–
Net Calls
+$2.92M
Net Calls Change
+$1.39M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$711M
2
CFA
2
Camarda Financial Advisors
Florida
$15.6M
3
IAA
3
Independent Advisor Alliance
North Carolina
$14.5M
4
AWM
4
Apollon Wealth Management
South Carolina
$12.9M
5
Citigroup
5
Citigroup
New York
$44.1M

Top Sellers

1
SFCL
1
Strengthening Families & Communities LLC
Massachusetts
$12K
2
PCM
2
Penserra Capital Management
California
$0
3
Bank of America
3
Bank of America
North Carolina
$9.26M
4
Citadel Advisors
4
Citadel Advisors
Florida
$215
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
101
OneDigital Investment Advisors
Kansas
$207K -$267K -9,948 -56%
SHFP
102
Second Half Financial Partners
Florida
$203K +$203K +7,560 New
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$137K -$10.6K -394 -7%
CAL
104
Capital Analysts LLC
Pennsylvania
$86K +$86K +3,215 New
Comerica Bank
105
Comerica Bank
Texas
$83.4K -$5.58K -208 -6%
MCM
106
MAI Capital Management
Ohio
$80.6K +$80.6K +3,003 New
FDCDDQ
107
Federation des caisses Desjardins du Quebec
Quebec, Canada
$75.6K – – –
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$69K – – –
TRCT
109
Tower Research Capital (TRC)
New York
$67.3K -$466K -17,351 -87%
Fidelity Investments
110
Fidelity Investments
Massachusetts
$59.9K +$22.9K +853 +62%
PNC Financial Services Group
111
PNC Financial Services Group
Pennsylvania
$59.6K -$43.6K -1,625 -42%
AAP
112
Arax Advisory Partners
Colorado
$40K – – –
FWM
113
FSA Wealth Management
Massachusetts
$39.1K +$54 +2 +0.1%
BlackRock
114
BlackRock
New York
$38.9K +$38.9K +1,450 New
SPIA
115
Steward Partners Investment Advisory
New York
$37K -$5.34K -199 -13%
GRP
116
Global Retirement Partners
California
$32.2K +$24.1K +900 +301%
BBHC
117
Brown Brothers Harriman & Co
New York
$28.4K – – –
CFD
118
Creative Financial Designs
Indiana
$21.9K +$107 +4 +0.5%
RIA
119
Realta Investment Advisors
Delaware
$21.7K – – –
NRC
120
New Republic Capital
North Carolina
$21.5K – – –
PP
121
PFS Partners
New Jersey
$20.7K +$107 +4 +0.5%
FMTCOCP
122
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$20K – – –
FUBT
123
First United Bank & Trust
Maryland
$14.4K – – –
SFCL
124
Strengthening Families & Communities LLC
Massachusetts
$12K -$7.57M -283,219 -100%
SPF
125
South Plains Financial
Texas
$9.79K +$9.79K +365 New
3 4
5
6 7