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iShares US Telecommunications ETF

134 hedge funds and large institutions have $282M invested in iShares US Telecommunications ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 31 increasing their positions, 48 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% less funds holding

Funds holding: 154134 (-20)

17.58% less ownership

Funds ownership: 93.35%75.77% (-18%)

35% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 48

41% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 39

75% less capital invested

Capital invested by funds: $1.13B → $282M (-$849M)

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
134
Holders Change
-20
Holders Change %
-12.99%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
23
Increased
31
Reduced
48
Closed
39
Calls
$1.63M
Puts
Net Calls
+$1.63M
Net Calls Change
-$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
101
FSA Wealth Management
Massachusetts
$40K +$83 +3 +0.2%
BlackRock
102
BlackRock
New York
$39.7K
SPIA
103
Steward Partners Investment Advisory
New York
$38.3K +$580 +21 +2%
TCOV
104
Trust Company of Vermont
Vermont
$36.2K +$36.4K +1,320 New
SIS
105
Sound Income Strategies
Florida
$32.5K +$32.8K +1,187 New
CFD
106
Creative Financial Designs
Indiana
$26.4K +$4K +145 +18%
PP
107
PFS Partners
New Jersey
$21.3K +$110 +4 +0.5%
FMTCOCP
108
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$21K
PSFG
109
Park Square Financial Group
Georgia
$16.4K +$16.6K +600 New
SPF
110
South Plains Financial
Texas
$9.99K
PS
111
Principal Securities
Iowa
$8.51K
MFT
112
Moisand Fitzgerald Tamayo
Florida
$8.22K
OC
113
Oakworth Capital
Alabama
$8.22K
MIM
114
MTM Investment Management
South Carolina
$7.42K
RFA
115
Register Financial Advisors
Georgia
$6.6K
NA
116
NewEdge Advisors
Louisiana
$4.14K
BWAM
117
Boyd Watterson Asset Management
Ohio
$4.11K
CIBC Private Wealth Group
118
CIBC Private Wealth Group
Georgia
$3.75K
IA
119
IFP Advisors
Florida
$3.72K -$4.31K -156 -54%
HNB
120
Huntington National Bank
Ohio
$3.48K
SIM
121
Synergy Investment Management
Florida
$3.42K
SS
122
Sunbelt Securities
Texas
$2.74K
CIAS
123
Capital Investment Advisory Services
North Carolina
$2.19K
WIM
124
Westside Investment Management
California
$2.05K
AssetMark Inc
125
AssetMark Inc
California
$1.7K

IYZ Hedge Fund Activity: Q1 2025 in Review

134 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q1 2025, worth a combined $282M — down 75% from $1.13B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of IYZ and 23 opened new positions — a net loss of 16 holders — while 48 trimmed existing stakes and 31 added.

The largest buyer was Bank of America, adding an estimated $37.8M. The largest seller was Barclays, exiting entirely with an estimated $20.1M sold.

  • 134 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q1 2025, down from 154 in Q4 2024.
  • Funds reported $282M of iShares US Telecommunications ETF stock for Q1 2025, down 75% quarter-over-quarter.
  • 23 funds opened new iShares US Telecommunications ETF positions in Q1 2025 and 39 closed out, a net change of -16 holders.
  • The largest iShares US Telecommunications ETF buyer in Q1 2025 was Bank of America, an estimated $37.8M added.
  • The largest iShares US Telecommunications ETF seller in Q1 2025 was Barclays, an estimated $20.1M sold.

Based on aggregated 13F filings for Q1 2025.