iShares US Telecommunications ETF
117 hedge funds and large institutions have $275M invested in iShares US Telecommunications ETF in 2019 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 21 increasing their positions, 40 reducing their positions, and 17 closing their positions.
262% more call options, than puts
Call options by funds: $1.48M | Put options by funds: $409K
29% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 17
6.91% more ownership
Funds ownership: 63.28% → 70.19% (+6.9%)
4% more funds holding
Funds holding: 112 → 117 (+5)
13% less capital invested
Capital invested by funds: $314M → $275M (-$39.3M)
48% less repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 40
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
+$7.36M |
| 2 |
Goldman Sachs
New York
|
+$5.89M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.54M |
| 4 |
CA
Cumberland Advisors
Sarasota,
Florida
|
+$1.33M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.04M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACI
AMP Capital Investors
Sydney,
Australia
|
-$27.4M |
| 2 |
TEE
Tibra Equities Europe
London,
United Kingdom
|
-$11.8M |
| 3 |
PL
Polianta Ltd
St Helier,
Jersey
|
-$11.5M |
| 4 |
TAM
Tocqueville Asset Management
New York
|
-$9.03M |
| 5 |
WP
WealthSource Partners
San Luis Obispo,
California
|
-$2.03M |
IYZ Hedge Fund Activity: Q4 2019 in Review
117 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q4 2019, worth a combined $275M — down 13% from $314M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new IYZ positions and 17 closed out — a net gain of 5 holders — while 21 added to existing stakes and 40 trimmed.
The largest buyer was Barclays, opening a new position worth an estimated $7.36M. The largest seller was AMP Capital Investors, exiting entirely with an estimated $27.4M sold.
- 117 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q4 2019, up from 112 in Q3 2019.
- Funds reported $275M of iShares US Telecommunications ETF stock for Q4 2019, down 13% quarter-over-quarter.
- 22 funds opened new iShares US Telecommunications ETF positions in Q4 2019 and 17 closed out, a net change of +5 holders.
- The largest iShares US Telecommunications ETF buyer in Q4 2019 was Barclays, an estimated $7.36M added.
- The largest iShares US Telecommunications ETF seller in Q4 2019 was AMP Capital Investors, an estimated $27.4M sold.
Based on aggregated 13F filings for Q4 2019.