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iShares US Telecommunications ETF
IYZ

Overview Fund Activity

152 hedge funds and large institutions have $1.1B invested in iShares US Telecommunications ETF in 2024 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 34 increasing their positions, 34 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
152
Holders Change
+49
Holders Change %
+47.57%
% of All Funds
2.02%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.05%
New
56
Increased
34
Reduced
34
Closed
4
Calls
$2.92M
Puts
–
Net Calls
+$2.92M
Net Calls Change
+$1.39M

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$711M
2
CFA
2
Camarda Financial Advisors
Florida
$15.6M
3
IAA
3
Independent Advisor Alliance
North Carolina
$14.5M
4
AWM
4
Apollon Wealth Management
South Carolina
$12.9M
5
Citigroup
5
Citigroup
New York
$44.1M

Top Sellers

1
SFCL
1
Strengthening Families & Communities LLC
Massachusetts
$12K
2
PCM
2
Penserra Capital Management
California
$0
3
Bank of America
3
Bank of America
North Carolina
$9.26M
4
Citadel Advisors
4
Citadel Advisors
Florida
$215
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.24M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
126
Principal Securities
Iowa
$8.51K +$8.51K +317 New
MFT
127
Moisand Fitzgerald Tamayo
Florida
$8.05K – – –
OC
128
Oakworth Capital
Alabama
$8.05K – – –
IA
129
IFP Advisors
Florida
$7.83K +$4.09K +152 +109%
MIM
130
MTM Investment Management
South Carolina
$7.24K – – –
RFA
131
Register Financial Advisors
Georgia
$6.47K – – –
CIBC Private Wealth Group
132
CIBC Private Wealth Group
Georgia
$4.12K – – –
NA
133
NewEdge Advisors
Louisiana
$4.05K – – –
BWAM
134
Boyd Watterson Asset Management
Ohio
$4.02K -$54 -2 -1%
HNB
135
Huntington National Bank
Ohio
$3.41K – – –
SIM
136
Synergy Investment Management
Florida
$3.35K +$3.35K +125 New
AA
137
AlphaMark Advisors
Kentucky
$3K – – –
SS
138
Sunbelt Securities
Texas
$2.68K – – –
CIAS
139
Capital Investment Advisory Services
North Carolina
$2.15K – – –
WIM
140
Westside Investment Management
California
$2.01K – – –
AssetMark Inc
141
AssetMark Inc
California
$1.66K -$1.64K -61 -50%
AF
142
Atala Financial
California
$1.34K +$1.34K +50 New
FFA
143
Farther Finance Advisors
California
$1.29K +$80 +3 +7%
CPBTD
144
Central Pacific Bank - Trust Division
Hawaii
$1.21K – – –
FGA
145
Fortis Group Advisors
New Jersey
$1.21K – – –
WT
146
Whittier Trust
California
$992 – – –
AWM
147
Avior Wealth Management
Nebraska
$885 +$885 +33 New
AF
148
Allworth Financial
California
$870 +$870 +31 New
MHIP
149
Mountain Hill Investment Partners
New Jersey
$865 +$865 +32 New
RDFA
150
Ritter Daniher Financial Advisory
Ohio
$457 – – –
3 4 5
6
7