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iShares US Telecommunications ETF

134 hedge funds and large institutions have $282M invested in iShares US Telecommunications ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 31 increasing their positions, 48 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% less funds holding

Funds holding: 154134 (-20)

17.58% less ownership

Funds ownership: 93.35%75.77% (-18%)

35% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 48

41% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 39

75% less capital invested

Capital invested by funds: $1.13B → $282M (-$849M)

80% less funds holding in top 10

Funds holding in top 10: 51 (-4)

Holders
134
Holders Change
-20
Holders Change %
-12.99%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
23
Increased
31
Reduced
48
Closed
39
Calls
$1.63M
Puts
Net Calls
+$1.63M
Net Calls Change
-$1.29M
Name Holding Trade Value Shares
Change
Change in
Stake
NSG
126
Nalls Sherbakoff Group
Tennessee
$1.64K +$1.66K +60 New
AF
127
Atala Financial
California
$1.37K
FFA
128
Farther Finance Advisors
California
$1.24K -$83 -3 -6%
FGA
129
Fortis Group Advisors
New Jersey
$1.23K
AC
130
AlphaCore Capital
California
$1.1K +$1.1K +40 New
WT
131
Whittier Trust
California
$1.01K
MHIP
132
Mountain Hill Investment Partners
New Jersey
$889
AF
133
Allworth Financial
California
$812
RDFA
134
Ritter Daniher Financial Advisory
Ohio
$466
Barclays
135
Barclays
United Kingdom
-$20.1M -750,650 Closed
CFA
136
Camarda Financial Advisors
Florida
-$15.6M -579,855 Closed
IAA
137
Independent Advisor Alliance
North Carolina
-$14.5M -540,791 Closed
AWM
138
Apollon Wealth Management
South Carolina
-$12.9M -482,543 Closed
PRS
139
Pinkerton Retirement Specialists
Idaho
-$11.8M -440,603 Closed
TC
140
TownSquare Capital
Utah
-$9.6M -357,763 Closed
NG
141
Norden Group
Utah
-$9.55M -356,118 Closed
MSAM
142
Moloney Securities Asset Management
Missouri
-$8.27M -308,218 Closed
TSW
143
Three Seasons Wealth
Utah
-$6.13M -228,393 Closed
VV
144
Verity & Verity
South Carolina
-$5.98M -222,725 Closed
SFS
145
Sharp Financial Services
Pennsylvania
-$5.2M -193,820 Closed
RAS
146
RPS Advisory Solutions
Kentucky
-$3.67M -136,885 Closed
BWP
147
Balboa Wealth Partners
Arizona
-$2.48M -92,288 Closed
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
-$2.37M -88,426 Closed
IFG
149
Independent Financial Group
California
-$2.24M -83,601 Closed
CCFM
150
Clear Creek Financial Management
Washington
-$1.6M -59,506 Closed

IYZ Hedge Fund Activity: Q1 2025 in Review

134 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q1 2025, worth a combined $282M — down 75% from $1.13B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of IYZ and 23 opened new positions — a net loss of 16 holders — while 48 trimmed existing stakes and 31 added.

The largest buyer was Bank of America, adding an estimated $37.8M. The largest seller was Barclays, exiting entirely with an estimated $20.1M sold.

  • 134 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q1 2025, down from 154 in Q4 2024.
  • Funds reported $282M of iShares US Telecommunications ETF stock for Q1 2025, down 75% quarter-over-quarter.
  • 23 funds opened new iShares US Telecommunications ETF positions in Q1 2025 and 39 closed out, a net change of -16 holders.
  • The largest iShares US Telecommunications ETF buyer in Q1 2025 was Bank of America, an estimated $37.8M added.
  • The largest iShares US Telecommunications ETF seller in Q1 2025 was Barclays, an estimated $20.1M sold.

Based on aggregated 13F filings for Q1 2025.