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iShares US Telecommunications ETF
IYZ

124 hedge funds and large institutions have $249M invested in iShares US Telecommunications ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

67,950% more call options, than puts

Call options by funds: $1.36M | Put options by funds: $2K

50% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 18

45% more capital invested

Capital invested by funds: $171M → $249M (+$77.7M)

25.22% more ownership

Funds ownership: 63.59% → 88.81% (+25%)

5% more funds holding

Funds holding: 118 → 124 (+6)

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
124
Holders Change
+6
Holders Change %
+5.08%
% of All Funds
1.81%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
35
Reduced
33
Closed
18
Calls
$1.36M
Puts
$2K
Net Calls
+$1.36M
Net Calls Change
-$463K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$59.2M
2
VV
Verity & Verity
South Carolina
+$7.23M
3
Barclays
Barclays
United Kingdom
+$4.29M
4
WHG
Westwood Holdings Group
Texas
+$2.69M
5
CW
Connectus Wealth
Ohio
+$2.53M

Top Sellers

1
PCH
PGIM Custom Harvest
New Jersey
-$8.08M
2
SFCL
Strengthening Families & Communities LLC
Massachusetts
-$4.61M
3
Citigroup
Citigroup
New York
-$2.63M
4
OAM
Oppenheimer Asset Management
New York
-$2.33M
5
FHC
First Heartland Consultants
Missouri
-$1.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
OAM
126
Oppenheimer Asset Management
New York
– -$2.33M -109,560 Closed
FHC
127
First Heartland Consultants
Missouri
– -$1.72M -80,681 Closed
Susquehanna International Group
128
Susquehanna International Group
Pennsylvania
– -$930K -43,361 Closed
BWG
129
Beta Wealth Group
California
– -$895K -42,041 Closed
Jane Street
130
Jane Street
New York
– -$714K -33,523 Closed
Citadel Advisors
131
Citadel Advisors
Florida
– -$662K -30,881 Closed
FTUS
132
Flow Traders U.S.
New York
– -$649K -30,458 Closed
Marshall Wace
133
Marshall Wace
United Kingdom
– -$555K -26,060 Closed
Two Sigma Advisers
134
Two Sigma Advisers
New York
– -$466K -21,900 Closed
KAS
135
Kestra Advisory Services
Texas
– -$370K -17,383 Closed
Two Sigma Investments
136
Two Sigma Investments
New York
– -$262K -12,300 Closed
BCP
137
Blue Chip Partners
Michigan
– -$127K -5,972 Closed
RIA
138
Realta Investment Advisors
Delaware
– -$127K -5,760 Closed
RA
139
Rise Advisors
New York
– -$17.4K -819 Closed
TWC
140
TD Waterhouse Canada
Ontario, Canada
– -$9.55K -330 Closed
FIA
141
FNY Investment Advisers
New York
– -$6K -300 Closed
WWP
142
WR Wealth Planners
Missouri
– -$341 -16 Closed
2 3 4 5
6

IYZ Hedge Fund Activity: Q4 2023 in Review

124 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q4 2023, worth a combined $249M — up 45% from $171M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IYZ positions and 18 closed out — a net gain of 9 holders — while 35 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $59.2M. The largest seller was PGIM Custom Harvest, cutting an estimated $8.08M.

  • 124 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q4 2023, up from 118 in Q3 2023.
  • Funds reported $249M of iShares US Telecommunications ETF stock for Q4 2023, up 45% quarter-over-quarter.
  • 27 funds opened new iShares US Telecommunications ETF positions in Q4 2023 and 18 closed out, a net change of +9 holders.
  • The largest iShares US Telecommunications ETF buyer in Q4 2023 was Morgan Stanley, an estimated $59.2M added.
  • The largest iShares US Telecommunications ETF seller in Q4 2023 was PGIM Custom Harvest, an estimated $8.08M sold.

Based on aggregated 13F filings for Q4 2023.