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iShares US Telecommunications ETF
IYZ

156 hedge funds and large institutions have $360M invested in iShares US Telecommunications ETF in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,528% more call options, than puts

Call options by funds: $1.45M | Put options by funds: $40K

155% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 20

34.05% more ownership

Funds ownership: 63.16% → 97.21% (+34%)

24% more capital invested

Capital invested by funds: $291M → $360M (+$69.3M)

22% more funds holding

Funds holding: 128 → 156 (+28)

18% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 34

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
156
Holders Change
+28
Holders Change %
+21.88%
% of All Funds
2.51%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
51
Increased
40
Reduced
34
Closed
20
Calls
$1.45M
Puts
$40K
Net Calls
+$1.41M
Net Calls Change
-$239K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$18.9M
2
Citigroup
Citigroup
New York
+$18.1M
3
RCYC
Richard C. Young & Co
Rhode Island
+$15.2M
4
Chevy Chase Trust
Chevy Chase Trust
Maryland
+$12.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$10.7M

Top Sellers

Rank Fund Capital Flow
1
PF
Phoenix Financial
Israel
-$84.2M
2
Goldman Sachs
Goldman Sachs
New York
-$5.8M
3
Wells Fargo
Wells Fargo
California
-$4.77M
4
IAN
Integrated Advisors Network
Texas
-$2.8M
5
Ameriprise
Ameriprise
Minnesota
-$2.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
SBL
126
Sargent Bickham Lagudis
Colorado
$13.2K – – –
MIM
127
MTM Investment Management
South Carolina
$12.8K – – –
PIMG
128
Patriot Investment Management Group
Tennessee
$10.3K +$9.49K +425 New
AssetMark Inc
129
AssetMark Inc
California
$8.99K – – –
NA
130
NewEdge Advisors
Louisiana
$7.99K +$9.62K +431 New
MFT
131
Moisand Fitzgerald Tamayo
Florida
$6.73K – – –
OC
132
Oakworth Capital
Alabama
$6.73K – – –
GRP
133
Global Retirement Partners
California
$6.71K – – –
HNB
134
Huntington National Bank
Ohio
$5.9K – – –
RFA
135
Register Financial Advisors
Georgia
$5.41K +$5.38K +241 New
AA
136
AlphaMark Advisors
Kentucky
$4K -$558 -25 -11%
BTI
137
Blue Trust Inc
Georgia
$4K – – –
CG
138
Cutler Group
California
$4K – – –
CA
139
Corrado Advisors
New Jersey
$3.74K +$3.73K +167 New
BWAM
140
Boyd Watterson Asset Management
Ohio
$3.41K +$3.39K +152 New
LWANC
141
Laurel Wealth Advisors (North Carolina)
North Carolina
$3.37K – – –
PWMG
142
Prestige Wealth Management Group
New Jersey
$3.36K – – –
IBOK
143
Independence Bank of Kentucky
Kentucky
$3K – – –
KM
144
Kalos Management
Georgia
$2.71K +$2.7K +121 New
WA
145
WestEnd Advisors
North Carolina
$2.58K +$268 +12 +12%
Nomura Asset Management
146
Nomura Asset Management
Japan
$2.24K – – –
RG
147
Retirement Group
California
$2K – – –
MCC
148
Money Concepts Capital
Florida
$1.05K – – –
WT
149
Whittier Trust
California
$829 – – –
MA
150
Montag & Associates
Georgia
$785 – – –
3 4 5
6
7

IYZ Hedge Fund Activity: Q4 2022 in Review

156 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q4 2022, worth a combined $360M — up 24% from $291M a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new IYZ positions and 20 closed out — a net gain of 31 holders — while 40 added to existing stakes and 34 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18.9M. The largest seller was Phoenix Financial, exiting entirely with an estimated $84.2M sold.

  • 156 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q4 2022, up from 128 in Q3 2022.
  • Funds reported $360M of iShares US Telecommunications ETF stock for Q4 2022, up 24% quarter-over-quarter.
  • 51 funds opened new iShares US Telecommunications ETF positions in Q4 2022 and 20 closed out, a net change of +31 holders.
  • The largest iShares US Telecommunications ETF buyer in Q4 2022 was Morgan Stanley, an estimated $18.9M added.
  • The largest iShares US Telecommunications ETF seller in Q4 2022 was Phoenix Financial, an estimated $84.2M sold.

Based on aggregated 13F filings for Q4 2022.