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iShares US Telecommunications ETF

154 hedge funds and large institutions have $1.13B invested in iShares US Telecommunications ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 34 increasing their positions, 34 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,350% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 4

450% more capital invested

Capital invested by funds: $206M → $1.13B (+$925M)

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

50% more funds holding

Funds holding: 103154 (+51)

10.51% more ownership

Funds ownership: 82.85%93.35% (+11%)

0% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 34

Holders
154
Holders Change
+51
Holders Change %
+49.51%
% of All Funds
2.03%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
58
Increased
34
Reduced
34
Closed
4
Calls
$2.92M
Puts
Net Calls
+$2.92M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
SFCL
126
Strengthening Families & Communities LLC
Massachusetts
$12K -$7.56M -283,219 -100%
SPF
127
South Plains Financial
Texas
$9.79K +$9.74K +365 New
PS
128
Principal Securities
Iowa
$8.51K +$8.46K +317 New
MFT
129
Moisand Fitzgerald Tamayo
Florida
$8.05K
OC
130
Oakworth Capital
Alabama
$8.05K
IA
131
IFP Advisors
Florida
$7.83K +$4.06K +152 +109%
MIM
132
MTM Investment Management
South Carolina
$7.24K
RFA
133
Register Financial Advisors
Georgia
$6.47K
CIBC Private Wealth Group
134
CIBC Private Wealth Group
Georgia
$4.12K
NA
135
NewEdge Advisors
Louisiana
$4.05K
BWAM
136
Boyd Watterson Asset Management
Ohio
$4.02K -$53 -2 -1%
HNB
137
Huntington National Bank
Ohio
$3.41K
SIM
138
Synergy Investment Management
Florida
$3.35K +$3.34K +125 New
AA
139
AlphaMark Advisors
Kentucky
$3K
SS
140
Sunbelt Securities
Texas
$2.68K
CIAS
141
Capital Investment Advisory Services
North Carolina
$2.15K
WIM
142
Westside Investment Management
California
$2.01K
AssetMark Inc
143
AssetMark Inc
California
$1.66K -$1.63K -61 -50%
AF
144
Atala Financial
California
$1.34K +$1.33K +50 New
FFA
145
Farther Finance Advisors
California
$1.29K +$80 +3 +7%
CPBTD
146
Central Pacific Bank - Trust Division
Hawaii
$1.21K
FGA
147
Fortis Group Advisors
New Jersey
$1.21K
WT
148
Whittier Trust
California
$992
AWM
149
Avior Wealth Management
Nebraska
$885 +$881 +33 New
AF
150
Allworth Financial
California
$870 +$828 +31 New

IYZ Hedge Fund Activity: Q4 2024 in Review

154 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q4 2024, worth a combined $1.13B — up 450% from $206M a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new IYZ positions and 4 closed out — a net gain of 54 holders — while 34 added to existing stakes and 34 trimmed.

The largest buyer was Camarda Financial Advisors, opening a new position worth an estimated $15.5M. The largest seller was Strengthening Families & Communities LLC, cutting an estimated $7.56M.

  • 154 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q4 2024, up from 103 in Q3 2024.
  • Funds reported $1.13B of iShares US Telecommunications ETF stock for Q4 2024, up 450% quarter-over-quarter.
  • 58 funds opened new iShares US Telecommunications ETF positions in Q4 2024 and 4 closed out, a net change of +54 holders.
  • The largest iShares US Telecommunications ETF buyer in Q4 2024 was Camarda Financial Advisors, an estimated $15.5M added.
  • The largest iShares US Telecommunications ETF seller in Q4 2024 was Strengthening Families & Communities LLC, an estimated $7.56M sold.

Based on aggregated 13F filings for Q4 2024.