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iShares US Telecommunications ETF

122 hedge funds and large institutions have $182M invested in iShares US Telecommunications ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 46 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

2,345% more call options, than puts

Call options by funds: $1.25M | Put options by funds: $51K

8% less funds holding

Funds holding: 132122 (-10)

19.96% less ownership

Funds ownership: 88.98%69.03% (-20%)

32% less capital invested

Capital invested by funds: $269M → $182M (-$86.8M)

33% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 46

45% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 22

Holders
122
Holders Change
-10
Holders Change %
-7.58%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
12
Increased
31
Reduced
46
Closed
22
Calls
$1.25M
Puts
$51K
Net Calls
+$1.2M
Net Calls Change
-$995K
Name Holding Trade Value Shares
Change
Change in
Stake
Two Sigma Investments
126
Two Sigma Investments
New York
-$1.31M -56,700 Closed
Stifel Financial
127
Stifel Financial
Missouri
-$1.3M -56,005 Closed
CAM
128
Cresset Asset Management
Illinois
-$1.27M -55,003 Closed
JWCA
129
J.W. Cole Advisors
Florida
-$1.02M -44,101 Closed
Two Sigma Advisers
130
Two Sigma Advisers
New York
-$748K -32,300 Closed
LWM
131
Laidlaw Wealth Management
New York
-$708K -30,586 Closed
FWCM
132
Ferguson Wellman Capital Management
Oregon
-$557K -24,066 Closed
VCM
133
Virtue Capital Management
Tennessee
-$401K -18,866 Closed
PAG
134
Private Advisory Group
Washington
-$353K -15,262 Closed
HCM
135
Hilton Capital Management
New York
-$334K -14,909 Closed
SSA
136
Schonfeld Strategic Advisors
New York
-$284K -12,266 Closed
OCPWS
137
One Charles Private Wealth Services
Massachusetts
-$271K -11,702 Closed
COCM
138
Charter Oak Capital Management
New Hampshire
-$252K -10,900 Closed
HF
139
HRT Financial
New York
-$233K -10,070 Closed
BEI
140
Benjamin Edwards Inc
Missouri
-$195K -8,423 Closed
CAL
141
Capital Analysts LLC
Pennsylvania
-$154K -6,640 Closed
UIA
142
Ulland Investment Advisors
Minnesota
-$44K -1,890 Closed
TWA
143
TCI Wealth Advisors
Arizona
-$35.4K -1,527 Closed
Qube Research & Technologies (QRT)
144
Qube Research & Technologies (QRT)
United Kingdom
-$31.3K -1,352 Closed

IYZ Hedge Fund Activity: Q2 2023 in Review

122 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q2 2023, worth a combined $182M — down 32% from $269M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of IYZ and 12 opened new positions — a net loss of 10 holders — while 46 trimmed existing stakes and 31 added.

The largest buyer was LPL Financial, adding an estimated $1.59M. The largest seller was Citigroup, cutting an estimated $52M.

  • 122 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q2 2023, down from 132 in Q1 2023.
  • Funds reported $182M of iShares US Telecommunications ETF stock for Q2 2023, down 32% quarter-over-quarter.
  • 12 funds opened new iShares US Telecommunications ETF positions in Q2 2023 and 22 closed out, a net change of -10 holders.
  • The largest iShares US Telecommunications ETF buyer in Q2 2023 was LPL Financial, an estimated $1.59M added.
  • The largest iShares US Telecommunications ETF seller in Q2 2023 was Citigroup, an estimated $52M sold.

Based on aggregated 13F filings for Q2 2023.