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iShares US Telecommunications ETF

155 hedge funds and large institutions have $576M invested in iShares US Telecommunications ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more capital invested

Capital invested by funds: $419M → $576M (+$157M)

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

23% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 47

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

2% more funds holding

Funds holding: 152155 (+3)

8.33% less ownership

Funds ownership: 99.13%90.8% (-8.3%)

Holders
155
Holders Change
+3
Holders Change %
+1.97%
% of All Funds
2.03%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
21
Increased
58
Reduced
47
Closed
17
Calls
$600K
Puts
Net Calls
+$600K
Net Calls Change
-$44.7M
Name Holding Trade Value Shares
Change
Change in
Stake
FWM
126
FSA Wealth Management
Massachusetts
$47.2K +$92 +3 +0.2%
SWP
127
Strategic Wealth Partners
Ohio
$40.3K
AssetMark Inc
128
AssetMark Inc
California
$28.6K +$24.1K +782 +752%
TAM
129
Tucker Asset Management
Colorado
$28.3K +$27K +878 New
WOSD
130
WFA of San Diego
California
$27.4K
GWP
131
Gen-Wealth Partners
Michigan
$26.8K +$25.6K +832 New
MIFH
132
Migdal Insurance & Financial Holdings
Israel
$25K -$9.69K -315 -29%
FMTCOCP
133
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$24K
SS
134
Sunbelt Securities
Texas
$17.1K +$13.2K +430 +430%
CG
135
Curat Global
New Hampshire
$17K -$10.3K -335 -39%
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$16.1K -$37.7K -1,227 -71%
MFT
137
Moisand Fitzgerald Tamayo
Florida
$9.68K
OC
138
Oakworth Capital
Alabama
$9.68K
EAM
139
Eukles Asset Management
Ohio
$9.06K
MIM
140
MTM Investment Management
South Carolina
$8.71K
SPF
141
South Plains Financial
Texas
$6.93K -$4.61K -150 -41%
CIBC Private Wealth Group
142
CIBC Private Wealth Group
Georgia
$4.94K
NA
143
NewEdge Advisors
Louisiana
$4.87K
BWAM
144
Boyd Watterson Asset Management
Ohio
$4.84K
HNB
145
Huntington National Bank
Ohio
$4.1K
Qube Research & Technologies (QRT)
146
Qube Research & Technologies (QRT)
United Kingdom
$2.94K -$5.67M -184,307 -100%
OSAM
147
O'Shaughnessy Asset Management
Connecticut
$2.84K +$2.71K +88 New
CIAS
148
Capital Investment Advisory Services
North Carolina
$2.58K
IA
149
IFP Advisors
Florida
$2.42K +$92 +3 +4%
NSG
150
Nalls Sherbakoff Group
Tennessee
$1.94K

IYZ Hedge Fund Activity: Q3 2025 in Review

155 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q3 2025, worth a combined $576M — up 37% from $419M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IYZ positions and 17 closed out — a net gain of 4 holders — while 58 added to existing stakes and 47 trimmed.

The largest buyer was Citigroup, adding an estimated $37.5M. The largest seller was Royal Bank of Canada, cutting an estimated $8.88M.

  • 155 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q3 2025, up from 152 in Q2 2025.
  • Funds reported $576M of iShares US Telecommunications ETF stock for Q3 2025, up 37% quarter-over-quarter.
  • 21 funds opened new iShares US Telecommunications ETF positions in Q3 2025 and 17 closed out, a net change of +4 holders.
  • The largest iShares US Telecommunications ETF buyer in Q3 2025 was Citigroup, an estimated $37.5M added.
  • The largest iShares US Telecommunications ETF seller in Q3 2025 was Royal Bank of Canada, an estimated $8.88M sold.

Based on aggregated 13F filings for Q3 2025.