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iShares US Telecommunications ETF
IYZ

128 hedge funds and large institutions have $291M invested in iShares US Telecommunications ETF in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 22 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

411% more call options, than puts

Call options by funds: $2.05M | Put options by funds: $401K

114% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 22

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less capital invested

Capital invested by funds: $303M → $291M (-$12.5M)

4% less funds holding

Funds holding: 134 → 128 (-6)

16.48% less ownership

Funds ownership: 79.65% → 63.16% (-16%)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

Holders
128
Holders Change
-6
Holders Change %
-4.48%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
47
Reduced
22
Closed
24
Calls
$2.05M
Puts
$401K
Net Calls
+$1.65M
Net Calls Change
+$215K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$25.9M
2
Citigroup
Citigroup
New York
+$6.24M
3
Goldman Sachs
Goldman Sachs
New York
+$5.23M
4
SFCL
Strengthening Families & Communities LLC
Massachusetts
+$4.58M
5
IAN
Integrated Advisors Network
Texas
+$3.35M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$7.78M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.43M
3
Prudential Financial
Prudential Financial
New Jersey
-$2.17M
4
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
-$1.33M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mirae Asset Global Investments
126
Mirae Asset Global Investments
South Korea
– -$7.78M -309,400 Closed
Prudential Financial
127
Prudential Financial
New Jersey
– -$2.17M -85,908 Closed
Hudson Bay Capital Management
128
Hudson Bay Capital Management
Connecticut
– -$1.33M -52,881 Closed
HG
129
Herbst Group
Connecticut
– -$1M -39,533 Closed
TAM
130
Tocqueville Asset Management
New York
– -$451K -17,965 Closed
VCM
131
Virtue Capital Management
Tennessee
– -$372K -14,802 Closed
KC
132
Kinloch Capital
Virginia
– -$351K -13,967 Closed
TI
133
Trexquant Investment
Connecticut
– -$294K -11,682 Closed
HighTower Advisors
134
HighTower Advisors
Illinois
– -$250K -10,008 Closed
Cambridge Investment Research Advisors
135
Cambridge Investment Research Advisors
Iowa
– -$241K -9,589 Closed
MML Investors Services
136
MML Investors Services
Massachusetts
– -$239K -9,503 Closed
CDH
137
Charles D. Hyman
– -$229K -9,100 Closed
SB
138
Simmons Bank
Arkansas
– -$220K -8,762 Closed
SWMP
139
Signature Wealth Management Partners
New Jersey
– -$213K -8,495 Closed
IIC
140
Ironwood Investment Counsel
Arizona
– -$294K -2,500 Closed
SWM
141
Spire Wealth Management
Virginia
– -$46K -1,843 Closed
CA
142
CoreCap Advisors
Michigan
– -$30K -1,194 Closed
Bessemer Group
143
Bessemer Group
New Jersey
– -$27K -1,079 Closed
PA
144
Parallel Advisors
California
– -$20K -800 Closed
CAGAS
145
Capital Advisory Group Advisory Services
Minnesota
– -$18K -692 Closed
CI
146
CX Institutional
Indiana
– -$10K -414 Closed
VNA
147
Valley National Advisers
Pennsylvania
– -$10K -384 Closed
VVP
148
Venture Visionary Partners
Ohio
– -$7.54K -300 Closed
SIS
149
Sound Income Strategies
Florida
– +$150 +6 New
HS
150
Horan Securities
United States
– +$374 +15 New
2 3 4 5
6

IYZ Hedge Fund Activity: Q3 2022 in Review

128 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q3 2022, worth a combined $291M — down 4.1% from $303M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of IYZ and 19 opened new positions — a net loss of 5 holders — while 22 trimmed existing stakes and 47 added.

The largest buyer was Morgan Stanley, adding an estimated $25.9M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $7.78M sold.

  • 128 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q3 2022, down from 134 in Q2 2022.
  • Funds reported $291M of iShares US Telecommunications ETF stock for Q3 2022, down 4.1% quarter-over-quarter.
  • 19 funds opened new iShares US Telecommunications ETF positions in Q3 2022 and 24 closed out, a net change of -5 holders.
  • The largest iShares US Telecommunications ETF buyer in Q3 2022 was Morgan Stanley, an estimated $25.9M added.
  • The largest iShares US Telecommunications ETF seller in Q3 2022 was Mirae Asset Global Investments, an estimated $7.78M sold.

Based on aggregated 13F filings for Q3 2022.