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iShares US Telecommunications ETF

154 hedge funds and large institutions have $1.13B invested in iShares US Telecommunications ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 34 increasing their positions, 34 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,350% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 4

450% more capital invested

Capital invested by funds: $206M → $1.13B (+$925M)

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

50% more funds holding

Funds holding: 103154 (+51)

10.51% more ownership

Funds ownership: 82.85%93.35% (+11%)

0% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 34

Holders
154
Holders Change
+51
Holders Change %
+49.51%
% of All Funds
2.03%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
58
Increased
34
Reduced
34
Closed
4
Calls
$2.92M
Puts
Net Calls
+$2.92M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
William Blair & Company
101
William Blair & Company
Illinois
$217K +$1.31K +49 +0.6%
CI
102
CX Institutional
Indiana
$215K +$214K +8,010 New
OIA
103
OneDigital Investment Advisors
Kansas
$207K -$266K -9,948 -56%
SHFP
104
Second Half Financial Partners
Florida
$203K +$202K +7,560 New
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$137K -$10.5K -394 -7%
CAL
106
Capital Analysts LLC
Pennsylvania
$86K +$85.8K +3,215 New
Comerica Bank
107
Comerica Bank
Texas
$83.4K -$5.55K -208 -6%
MCM
108
MAI Capital Management
Ohio
$80.6K +$80.2K +3,003 New
FDCDDQ
109
Federation des caisses Desjardins du Quebec
Quebec, Canada
$75.6K
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$69K
TRCT
111
Tower Research Capital (TRC)
New York
$67.3K -$463K -17,351 -87%
Fidelity Investments
112
Fidelity Investments
Massachusetts
$59.9K +$22.8K +853 +62%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$59.6K -$43.4K -1,625 -42%
AAP
114
Arax Advisory Partners
Colorado
$40K
FWM
115
FSA Wealth Management
Massachusetts
$39.1K +$53 +2 +0.1%
BlackRock
116
BlackRock
New York
$38.9K +$38.7K +1,450 New
SPIA
117
Steward Partners Investment Advisory
New York
$37K -$5.31K -199 -13%
GRP
118
Global Retirement Partners
California
$32.2K +$24K +900 +301%
BBHC
119
Brown Brothers Harriman & Co
New York
$28.4K
CFD
120
Creative Financial Designs
Indiana
$21.9K +$107 +4 +0.5%
RIA
121
Realta Investment Advisors
Delaware
$21.7K
NRC
122
New Republic Capital
North Carolina
$21.5K
PP
123
PFS Partners
New Jersey
$20.7K +$107 +4 +0.5%
FMTCOCP
124
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$20K
FUBT
125
First United Bank & Trust
Maryland
$14.4K

IYZ Hedge Fund Activity: Q4 2024 in Review

154 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q4 2024, worth a combined $1.13B — up 450% from $206M a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new IYZ positions and 4 closed out — a net gain of 54 holders — while 34 added to existing stakes and 34 trimmed.

The largest buyer was Camarda Financial Advisors, opening a new position worth an estimated $15.5M. The largest seller was Strengthening Families & Communities LLC, cutting an estimated $7.56M.

  • 154 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q4 2024, up from 103 in Q3 2024.
  • Funds reported $1.13B of iShares US Telecommunications ETF stock for Q4 2024, up 450% quarter-over-quarter.
  • 58 funds opened new iShares US Telecommunications ETF positions in Q4 2024 and 4 closed out, a net change of +54 holders.
  • The largest iShares US Telecommunications ETF buyer in Q4 2024 was Camarda Financial Advisors, an estimated $15.5M added.
  • The largest iShares US Telecommunications ETF seller in Q4 2024 was Strengthening Families & Communities LLC, an estimated $7.56M sold.

Based on aggregated 13F filings for Q4 2024.