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iShares US Telecommunications ETF
IYZ

Overview Fund Activity

132 hedge funds and large institutions have $269M invested in iShares US Telecommunications ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 52 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
132
Holders Change
-24
Holders Change %
-15.38%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
27
Reduced
52
Closed
34
Calls
$2.34M
Puts
$144K
Net Calls
+$2.19M
Net Calls Change
+$780K

Top Buyers

1
Citigroup
Citigroup
New York
$73.1M
2
BCI
Brinker Capital Investments
Pennsylvania
$8.31M
3
DWM
Dakota Wealth Management
Florida
$8.17M
4
EF
Empowered Funds
Pennsylvania
$3.15M
5
Corient Private Wealth
Corient Private Wealth
Florida
$2.75M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$47.3M
2
RCYC
Richard C. Young & Co
Rhode Island
$0
3
Chevy Chase Trust
Chevy Chase Trust
Maryland
$0
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$30.7K
5
RJA
Raymond James & Associates
Florida
$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
126
Farther Finance Advisors
California
$973 +$973 +42 New
WT
127
Whittier Trust
California
$856 – – –
Commonwealth Equity Services
128
Commonwealth Equity Services
Massachusetts
$617 +$105 +4,541 +21%
FCA
129
FinTrust Capital Advisors
South Carolina
$584 – – –
RDFA
130
Ritter Daniher Financial Advisory
Ohio
$394 – – –
WWP
131
WR Wealth Planners
Missouri
$371 – – –
HS
132
Horan Securities
United States
$347 – – –
OSAM
133
O'Shaughnessy Asset Management
Connecticut
$232 – – –
RCYC
134
Richard C. Young & Co
Rhode Island
– -$15.3M -682,803 Closed
Chevy Chase Trust
135
Chevy Chase Trust
Maryland
– -$12.5M -559,279 Closed
Millennium Management
136
Millennium Management
New York
– -$5.41M -241,247 Closed
Marshall Wace
137
Marshall Wace
United Kingdom
– -$2.25M -100,400 Closed
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
138
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$2.24M -100,000 Closed
OCM
139
Orleans Capital Management
Louisiana
– -$1.27M -56,425 Closed
BMWM
140
Brown Miller Wealth Management
Virginia
– -$1.21M -54,051 Closed
RWM
141
Rench Wealth Management
Texas
– -$1.14M -50,932 Closed
SC
142
Sierra Capital
Florida
– -$1.12M -50,121 Closed
CRI
143
Commonwealth Retirement Investments
Virginia
– -$934K -41,659 Closed
CW
144
Connectus Wealth
Ohio
– -$808K -35,965 Closed
CIBC World Market
145
CIBC World Market
Ontario, Canada
– -$482K -21,479 Closed
BWG
146
Beta Wealth Group
California
– -$463K -20,652 Closed
AA
147
Argent Advisors
Louisiana
– -$366K -16,310 Closed
JC
148
JB Capital
Connecticut
– -$350K -15,608 Closed
AIM
149
AHL Investment Management
Florida
– -$256K -11,414 Closed
TSS
150
Two Sigma Securities
New York
– -$241K -10,765 Closed
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