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iShares US Telecommunications ETF

137 hedge funds and large institutions have $378M invested in iShares US Telecommunications ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 44 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $1.58M | Put options by funds: $1.16M

4.98% less ownership

Funds ownership: 81.71%76.74% (-5%)

14% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 44

14% less funds holding

Funds holding: 159137 (-22)

14% less capital invested

Capital invested by funds: $438M → $378M (-$60.7M)

59% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 34

Holders
137
Holders Change
-22
Holders Change %
-13.84%
% of All Funds
2.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
38
Reduced
44
Closed
34
Calls
$1.58M
Puts
$1.16M
Net Calls
+$415K
Net Calls Change
-$631K
Name Holding Trade Value Shares
Change
Change in
Stake
Nomura Asset Management
126
Nomura Asset Management
Japan
$2.99K +$3.05K +100 New
APA
127
American Portfolios Advisors
New York
$2.72K
SFCL
128
Strengthening Families & Communities LLC
Massachusetts
$2K
Citigroup
129
Citigroup
New York
$1K -$3.24M -106,040 -100%
CB
130
Community Bank
New York
$1K -$733 -24 -55%
FCA
131
FinTrust Capital Advisors
South Carolina
$1K
MCC
132
Money Concepts Capital
Florida
$1K
MA
133
Montag & Associates
Georgia
$1K
WT
134
Whittier Trust
California
$1K
WWP
135
WR Wealth Planners
Missouri
$478 +$488 +16 New
WIM
136
Westside Investment Management
California
$13
RCYC
137
Richard C. Young & Co
Rhode Island
-$6.97M -211,817 Closed
PAIM
138
Punch & Associates Investment Management
Minnesota
-$3.92M -119,243 Closed
IAN
139
Integrated Advisors Network
Texas
-$3.42M -103,828 Closed
WI
140
Wintrust Investments
Illinois
-$2.27M -68,923 Closed
SG Americas Securities
141
SG Americas Securities
New York
-$1.94M -59,000 Closed
PSP
142
Principal Street Partners
Tennessee
-$953K -28,956 Closed
PS
143
Planned Solutions
California
-$871K -26,471 Closed
TRCT
144
Tower Research Capital (TRC)
New York
-$576K -17,490 Closed
ASFA
145
All Season Financial Advisors
Colorado
-$557K -16,918 Closed
CFB
146
Cullen/Frost Bankers
Texas
-$435K -13,233 Closed
SIC
147
Sigma Investment Counselors
Michigan
-$355K -10,783 Closed
Chevy Chase Trust
148
Chevy Chase Trust
Maryland
-$344K -10,455 Closed
FAB
149
First American Bank
Illinois
-$310K -9,425 Closed
CCM
150
Consolidated Capital Management
California
-$285K -8,672 Closed

IYZ Hedge Fund Activity: Q1 2022 in Review

137 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q1 2022, worth a combined $378M — down 14% from $438M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of IYZ and 14 opened new positions — a net loss of 20 holders — while 44 trimmed existing stakes and 38 added.

The largest buyer was Phoenix Financial, opening a new position worth an estimated $31M. The largest seller was UBS Group, cutting an estimated $14.7M.

  • 137 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q1 2022, down from 159 in Q4 2021.
  • Funds reported $378M of iShares US Telecommunications ETF stock for Q1 2022, down 14% quarter-over-quarter.
  • 14 funds opened new iShares US Telecommunications ETF positions in Q1 2022 and 34 closed out, a net change of -20 holders.
  • The largest iShares US Telecommunications ETF buyer in Q1 2022 was Phoenix Financial, an estimated $31M added.
  • The largest iShares US Telecommunications ETF seller in Q1 2022 was UBS Group, an estimated $14.7M sold.

Based on aggregated 13F filings for Q1 2022.