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iShares US Telecommunications ETF

155 hedge funds and large institutions have $576M invested in iShares US Telecommunications ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more capital invested

Capital invested by funds: $419M → $576M (+$157M)

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

23% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 47

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

2% more funds holding

Funds holding: 152155 (+3)

8.33% less ownership

Funds ownership: 99.13%90.8% (-8.3%)

Holders
155
Holders Change
+3
Holders Change %
+1.97%
% of All Funds
2.03%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
21
Increased
58
Reduced
47
Closed
17
Calls
$600K
Puts
Net Calls
+$600K
Net Calls Change
-$44.7M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
101
MGB Wealth Management
Texas
$297K +$62 +2 +0%
KWA
102
Kingswood Wealth Advisors
California
$285K +$36.5K +1,187 +16%
CF
103
Centaurus Financial
California
$282K +$74K +2,405 +38%
CT
104
Chicago Trust
Illinois
$275K
GLA
105
Great Lakes Advisors
Illinois
$275K
SAM
106
Smartleaf Asset Management
Massachusetts
$275K -$19.2K -623 -7%
MA
107
Mezzasalma Advisors
New Jersey
$274K +$1.01K +33 +0.4%
SWA
108
Stratos Wealth Advisors
Ohio
$262K +$250K +8,125 New
William Blair & Company
109
William Blair & Company
Illinois
$258K -$5.11K -166 -2%
NFP
110
Narus Financial Partners
Utah
$257K +$24.6K +800 +11%
CI
111
CX Institutional
Indiana
$238K +$554 +18 +0.2%
Comerica Bank
112
Comerica Bank
Texas
$233K -$264K -8,580 -54%
VA
113
Valmark Advisers
Ohio
$207K +$197K +6,414 New
AAMA
114
Advanced Asset Management Advisors
Ohio
$204K -$21.1K -687 -10%
BJL
115
Brighton Jones LLC
Washington
$200K +$191K +6,208 New
AC
116
AlphaCore Capital
California
$192K
FFA
117
Farther Finance Advisors
California
$177K +$168K +5,466 +18,220%
Fidelity Investments
118
Fidelity Investments
Massachusetts
$157K +$71K +2,307 +90%
Mirae Asset Global Investments
119
Mirae Asset Global Investments
South Korea
$102K -$50.8K -1,650 -34%
MCM
120
MAI Capital Management
Ohio
$96.9K
FDCDDQ
121
Federation des caisses Desjardins du Quebec
Quebec, Canada
$73.7K +$9.2K +299 +15%
Carson Wealth (CWM LLC)
122
Carson Wealth (CWM LLC)
Nebraska
$67K
GRP
123
Global Retirement Partners
California
$62.4K -$861 -28 -1%
BlackRock
124
BlackRock
New York
$53K +$5.97K +194 +13%
National Bank of Canada
125
National Bank of Canada
Quebec, Canada
$51.1K -$2.41M -78,318 -98%

IYZ Hedge Fund Activity: Q3 2025 in Review

155 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q3 2025, worth a combined $576M — up 37% from $419M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IYZ positions and 17 closed out — a net gain of 4 holders — while 58 added to existing stakes and 47 trimmed.

The largest buyer was Citigroup, adding an estimated $37.5M. The largest seller was Royal Bank of Canada, cutting an estimated $8.88M.

  • 155 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q3 2025, up from 152 in Q2 2025.
  • Funds reported $576M of iShares US Telecommunications ETF stock for Q3 2025, up 37% quarter-over-quarter.
  • 21 funds opened new iShares US Telecommunications ETF positions in Q3 2025 and 17 closed out, a net change of +4 holders.
  • The largest iShares US Telecommunications ETF buyer in Q3 2025 was Citigroup, an estimated $37.5M added.
  • The largest iShares US Telecommunications ETF seller in Q3 2025 was Royal Bank of Canada, an estimated $8.88M sold.

Based on aggregated 13F filings for Q3 2025.