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iShares US Telecommunications ETF
IYZ

Overview Fund Activity

116 hedge funds and large institutions have $392M invested in iShares US Telecommunications ETF in 2017 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 34 increasing their positions, 40 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-9
Holders Change %
-7.2%
% of All Funds
2.89%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
23
Increased
34
Reduced
40
Closed
30
Calls
$9.22M
Puts
$10.8M
Net Calls
-$1.58M
Net Calls Change
-$1.48M

Top Buyers

1
Barclays
1
Barclays
United Kingdom
$106M
2
UCFA
2
United Capital Financial Advisors
Texas
$12.7M
3
Ameriprise
3
Ameriprise
Minnesota
$28.5M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$12.7M
5
Capital Fund Management (CFM)
5
Capital Fund Management (CFM)
France
$3.75M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$34M
2
QA
2
Quantitative Advantage
Minnesota
$0
3
Bank of America
3
Bank of America
North Carolina
$38.2M
4
BCM
4
Brookstone Capital Management
Illinois
$0
5
LPL Financial
5
LPL Financial
California
$3.64M
Name Holding Trade Value Shares
Change 		Shares
Change %
Daiwa Securities Group
126
Daiwa Securities Group
Japan
– -$345K -10,000 Closed
PAG
127
Private Advisor Group
New Jersey
– -$334K -9,410 Closed
DJSG
128
D.J. St. Germain
Massachusetts
– -$294K -8,525 Closed
LSA
129
L & S Advisors
California
– -$280K -8,115 Closed
HCMT
130
Highland Capital Management (Tennessee)
Tennessee
– -$257K -7,450 Closed
SCA
131
Stillwater Capital Advisors
Pennsylvania
– -$235K -6,816 Closed
BOTW
132
Bank of the West
California
– -$220K -6,377 Closed
GA
133
Geneva Advisors
Illinois
– -$213K -6,170 Closed
AP
134
Advisors Preferred
Maryland
– -$206K -5,974 Closed
ClearBridge Investments
135
ClearBridge Investments
New York
– -$101K -2,915 Closed
MLM
136
Mount Lucas Management
Pennsylvania
– -$35K -1,027 Closed
SFS
137
Sowell Financial Services
Arkansas
– -$34K -1,002 Closed
OSNBOA
138
Old Second National Bank of Aurora
Illinois
– -$33K -945 Closed
IWA
139
IBEX Wealth Advisors
New Jersey
– -$23K -658 Closed
FFC
140
First Financial Corp
Indiana
– -$23K -653 Closed
CPA
141
Clear Perspective Advisors
Illinois
– -$17K -500 Closed
CHP
142
Cable Hill Partners
Oregon
– -$11K -306 Closed
WT
143
Whittier Trust
California
– -$7K -205 Closed
TC
144
Trust Company
Kansas
– -$2K -60 Closed
BCI
145
Brinker Capital Investments
Pennsylvania
– -$1K -43 Closed
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