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iShares US Telecommunications ETF
IYZ

Overview Fund Activity

136 hedge funds and large institutions have $569M invested in iShares US Telecommunications ETF in 2016 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+24
Holders Change %
+21.43%
% of All Funds
3.63%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
39
Increased
40
Reduced
35
Closed
15
Calls
$2.39M
Puts
$809K
Net Calls
+$1.58M
Net Calls Change
+$740K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$65.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$61.2M
3
SWA
3
SFMG Wealth Advisors
Texas
$22.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$27M
5
BWM
5
Braver Wealth Management
Massachusetts
$7.3M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$12.1M
2
Citigroup
2
Citigroup
New York
$5.01M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
4
AP
4
Advisors Preferred
Maryland
$5.06M
5
UBS Group
5
UBS Group
Switzerland
$8.84M
Name Holding Trade Value Shares
Change 		Shares
Change %
HFA
126
High Falls Advisors
New York
$6K – – –
ECM
127
Exchange Capital Management
Michigan
$5K +$5K +140 New
AA
128
AlphaMark Advisors
Kentucky
$4K – – –
CCM
129
Cribstone Capital Management
Maine
$2K +$2K +54 New
ACM
130
Argentus Capital Management
Texas
$1K – – –
TIM
131
Tortoise Investment Management
New York
$1K – – –
SFG
132
SevenBridge Financial Group
Pennsylvania
$1K +$1K +43 New
WP
133
WealthPLAN Partners
Nebraska
$62 +$62 +1,847 New
Caisse de Depot et Placement du Quebec (CDPQ)
134
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$10.8M -350,000 Closed
WP
135
WealthSource Partners
California
– -$5.32M -173,097 Closed
NPC
136
National Planning Corporation
California
– -$1.32M -43,302 Closed
BA
137
BKS Advisors
Michigan
– -$1.19M -38,624 Closed
GC
138
Grimes & Company
Massachusetts
– -$894K -29,092 Closed
AIG
139
American International Group
New York
– -$726K -23,653 Closed
LSA
140
L & S Advisors
California
– -$318K -10,342 Closed
UFA
141
US Financial Advisors
Massachusetts
– -$79K -2,571 Closed
BCFS
142
Butensky & Cohen Financial Security
Florida
– -$40K -1,295 Closed
MCM
143
Manchester Capital Management
Vermont
– -$18K -600 Closed
MFT
144
Moisand Fitzgerald Tamayo
Florida
– -$9K -300 Closed
SEI Investments
145
SEI Investments
Pennsylvania
– -$3K -103 Closed
JWA
146
JFS Wealth Advisors
Pennsylvania
– -$2K -53 Closed
WA
147
WFG Advisors
Texas
– -$1K -45 Closed
VIA
148
Vantage Investment Advisors
Pennsylvania
– -$1K -29 Closed
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