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iShares US Telecommunications ETF

152 hedge funds and large institutions have $419M invested in iShares US Telecommunications ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 45 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

106% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 18

49% more capital invested

Capital invested by funds: $282M → $419M (+$137M)

23.36% more ownership

Funds ownership: 75.77%99.13% (+23%)

13% more funds holding

Funds holding: 134152 (+18)

0% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 45

Holders
152
Holders Change
+18
Holders Change %
+13.43%
% of All Funds
2%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
37
Increased
45
Reduced
45
Closed
18
Calls
$45.3M
Puts
Net Calls
+$45.3M
Net Calls Change
+$43.6M
Name Holding Trade Value Shares
Change
Change in
Stake
CI
101
CX Institutional
Indiana
$220K -$24.5K -893 -11%
CA
102
CoreCap Advisors
Michigan
$215K +$91.5K +3,330 +86%
NFP
103
Narus Financial Partners
Utah
$214K +$197K +7,177 New
AAMA
104
Advanced Asset Management Advisors
Ohio
$209K -$21.6K -784 -10%
VCM
105
Virtue Capital Management
Tennessee
$205K +$189K +6,886 New
CF
106
Centaurus Financial
California
$188K +$174K +6,327 New
AC
107
AlphaCore Capital
California
$177K +$163K +5,917 +14,793%
Northwestern Mutual Wealth Management
108
Northwestern Mutual Wealth Management
Wisconsin
$155K +$550 +20 +0.4%
Mirae Asset Global Investments
109
Mirae Asset Global Investments
South Korea
$143K +$88K +3,200 +200%
SPIA
110
Steward Partners Investment Advisory
New York
$126K +$77.8K +2,830 +202%
MCM
111
MAI Capital Management
Ohio
$89.4K
Fidelity Investments
112
Fidelity Investments
Massachusetts
$76.6K +$5.58K +203 +9%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$62K
FDCDDQ
114
Federation des caisses Desjardins du Quebec
Quebec, Canada
$59.2K
GRP
115
Global Retirement Partners
California
$58.4K +$53.9K +1,961 New
FLFS
116
Family Legacy Financial Solutions
North Carolina
$56.3K +$52K +1,891 New
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$51.4K +$137 +5 +0.3%
CAL
118
Capital Analysts LLC
Pennsylvania
$46K +$42.3K +1,539 New
AAP
119
Arax Advisory Partners
Colorado
$44.4K
FWM
120
FSA Wealth Management
Massachusetts
$43.5K +$55 +2 +0.1%
BlackRock
121
BlackRock
New York
$43.2K
SWP
122
Strategic Wealth Partners
Ohio
$37.2K +$34.4K +1,250 New
SFCL
123
Strengthening Families & Communities LLC
Massachusetts
$34.2K -$166K -6,028 -83%
WPA
124
West Paces Advisors
Georgia
$32.9K +$30.4K +1,105 New
MIFH
125
Migdal Insurance & Financial Holdings
Israel
$32K +$29.7K +1,080 New

IYZ Hedge Fund Activity: Q2 2025 in Review

152 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q2 2025, worth a combined $419M — up 49% from $282M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IYZ positions and 18 closed out — a net gain of 19 holders — while 45 added to existing stakes and 45 trimmed.

The largest buyer was Pinkerton Retirement Specialists, opening a new position worth an estimated $31.7M. The largest seller was Wells Fargo, cutting an estimated $7.71M.

  • 152 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q2 2025, up from 134 in Q1 2025.
  • Funds reported $419M of iShares US Telecommunications ETF stock for Q2 2025, up 49% quarter-over-quarter.
  • 37 funds opened new iShares US Telecommunications ETF positions in Q2 2025 and 18 closed out, a net change of +19 holders.
  • The largest iShares US Telecommunications ETF buyer in Q2 2025 was Pinkerton Retirement Specialists, an estimated $31.7M added.
  • The largest iShares US Telecommunications ETF seller in Q2 2025 was Wells Fargo, an estimated $7.71M sold.

Based on aggregated 13F filings for Q2 2025.