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iShares US Telecommunications ETF
IYZ

159 hedge funds and large institutions have $438M invested in iShares US Telecommunications ETF in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 49 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 11

206% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $507K

81% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 27

47% more capital invested

Capital invested by funds: $298M → $438M (+$141M)

28% more funds holding

Funds holding: 124 → 159 (+35)

10.89% more ownership

Funds ownership: 70.83% → 81.71% (+11%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
159
Holders Change
+35
Holders Change %
+28.23%
% of All Funds
2.45%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
46
Increased
49
Reduced
27
Closed
11
Calls
$1.55M
Puts
$507K
Net Calls
+$1.05M
Net Calls Change
+$82K

Top Buyers

Rank Fund Capital Flow
1
Prudential Financial
Prudential Financial
New Jersey
+$156M
2
Bank of America
Bank of America
North Carolina
+$24.9M
3
UBS Group
UBS Group
Switzerland
+$15.1M
4
RCYC
Richard C. Young & Co
Rhode Island
+$6.82M
5
PAIM
Punch & Associates Investment Management
Minnesota
+$3.84M

Top Sellers

Rank Fund Capital Flow
1
LMIM
Lockheed Martin Investment Management
Maryland
-$108M
2
Millennium Management
Millennium Management
New York
-$2.07M
3
Two Sigma Investments
Two Sigma Investments
New York
-$1.36M
4
JGC
J. Goldman & Co
New York
-$862K
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
-$536K
Name Holding Trade Value Shares
Change 		Change in
Stake
FMTCOCP
126
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$25K – – –
GWM
127
Geneos Wealth Management
Colorado
$25K +$25K +776 New
CAL
128
Capital Analysts LLC
Pennsylvania
$23K +$22.2K +689 New
GWSG
129
GPS Wealth Strategies Group
Colorado
$20K – – –
MIM
130
MTM Investment Management
South Carolina
$19K – – –
SBL
131
Sargent Bickham Lagudis
Colorado
$19K – – –
AF
132
Advisornet Financial
Minnesota
$19K +$97 +3 +0.5%
CIAS
133
Capital Investment Advisory Services
North Carolina
$14K – – –
TWC
134
TD Waterhouse Canada
Ontario, Canada
$13.8K +$10.6K +330 New
VNA
135
Valley National Advisers
Pennsylvania
$13K – – –
AssetMark Inc
136
AssetMark Inc
California
$13K +$12.9K +400 New
IBOK
137
Independence Bank of Kentucky
Kentucky
$12K – – –
MFT
138
Moisand Fitzgerald Tamayo
Florida
$10K – – –
OC
139
Oakworth Capital
Alabama
$10K – – –
GAM
140
Gemmer Asset Management
California
$9K – – –
SFPG
141
Stonebridge Financial Planning Group
Florida
$9K – – –
SPIA
142
Steward Partners Investment Advisory
New York
$9K +$7.14K +222 +505%
FFWM
143
Future Financial Wealth Management
Ohio
$8K +$7.56K +235 New
AA
144
AlphaMark Advisors
Kentucky
$7K – – –
LWANC
145
Laurel Wealth Advisors (North Carolina)
North Carolina
$5K – – –
PWMG
146
Prestige Wealth Management Group
New Jersey
$5K – – –
PCMC
147
Paragon Capital Management (Colorado)
Colorado
$4K +$3.77K +117 New
HNB
148
Huntington National Bank
Ohio
$3K -$60.8K -1,889 -96%
RG
149
Retirement Group
California
$3K +$2.9K +90 New
APA
150
American Portfolios Advisors
New York
$3K – – –
3 4 5
6
7

IYZ Hedge Fund Activity: Q4 2021 in Review

159 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q4 2021, worth a combined $438M — up 47% from $298M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IYZ positions and 11 closed out — a net gain of 35 holders — while 49 added to existing stakes and 27 trimmed.

The largest buyer was Prudential Financial, adding an estimated $156M. The largest seller was Lockheed Martin Investment Management, exiting entirely with an estimated $108M sold.

  • 159 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q4 2021, up from 124 in Q3 2021.
  • Funds reported $438M of iShares US Telecommunications ETF stock for Q4 2021, up 47% quarter-over-quarter.
  • 46 funds opened new iShares US Telecommunications ETF positions in Q4 2021 and 11 closed out, a net change of +35 holders.
  • The largest iShares US Telecommunications ETF buyer in Q4 2021 was Prudential Financial, an estimated $156M added.
  • The largest iShares US Telecommunications ETF seller in Q4 2021 was Lockheed Martin Investment Management, an estimated $108M sold.

Based on aggregated 13F filings for Q4 2021.