iShares US Telecommunications ETF
114 hedge funds and large institutions have $182M invested in iShares US Telecommunications ETF in 2024 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 20 closing their positions.
106% more call options, than puts
Call options by funds: $1.29M | Put options by funds: $624K
6% more repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 33
8% less funds holding
Funds holding: 124 → 114 (-10)
11.41% less ownership
Funds ownership: 88.81% → 77.4% (-11%)
27% less capital invested
Capital invested by funds: $249M → $182M (-$66.9M)
35% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$12.1M |
| 2 |
Barclays
London,
United Kingdom
|
+$6.73M |
| 3 |
Goldman Sachs
New York
|
+$5.59M |
| 4 |
D.E. Shaw & Co
New York
|
+$2.13M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$1.63M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$63.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$10.2M |
| 3 |
VV
Verity & Verity
Beaufort,
South Carolina
|
-$7.67M |
| 4 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$2.86M |
| 5 |
CW
Connectus Wealth
Cincinnati,
Ohio
|
-$2.68M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PMAM
126
Picton Mahoney Asset Management
Toronto,
Ontario, Canada
| – | -$269K | -11,800 | Closed |
|
|
PAG
127
Private Advisor Group
Morristown,
New Jersey
| – | -$252K | -11,092 | Closed |
|
128
Chevy Chase Trust
Bethesda,
Maryland
| – | -$209K | -9,184 | Closed |
|
|
CHA
129
Carmichael Hill & Associates
Gaithersburg,
Maryland
| – | -$24.9K | -1,095 | Closed |
|
|
VNA
130
Valley National Advisers
Bethlehem,
Pennsylvania
| – | -$20K | -904 | Closed |
|
|
PS
131
Planned Solutions
Folsom,
California
| – | -$12.3K | -539 | Closed |
|
132
Nomura Asset Management
Tokyo,
Japan
| – | -$2.28K | -100 | Closed |
|
|
NFA
133
Northwest Financial Advisors
Herndon,
Virginia
| – | -$2.28K | -100 | Closed |
|
|
BBHC
134
Brown Brothers Harriman & Co
New York
| – | -$979 | -43 | Closed |
|
IYZ Hedge Fund Activity: Q1 2024 in Review
114 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q1 2024, worth a combined $182M — down 27% from $249M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of IYZ and 13 opened new positions — a net loss of 7 holders — while 33 trimmed existing stakes and 35 added.
The largest buyer was Citigroup, adding an estimated $12.1M. The largest seller was Morgan Stanley, cutting an estimated $63.7M.
- 114 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q1 2024, down from 124 in Q4 2023.
- Funds reported $182M of iShares US Telecommunications ETF stock for Q1 2024, down 27% quarter-over-quarter.
- 13 funds opened new iShares US Telecommunications ETF positions in Q1 2024 and 20 closed out, a net change of -7 holders.
- The largest iShares US Telecommunications ETF buyer in Q1 2024 was Citigroup, an estimated $12.1M added.
- The largest iShares US Telecommunications ETF seller in Q1 2024 was Morgan Stanley, an estimated $63.7M sold.
Based on aggregated 13F filings for Q1 2024.