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iShares US Telecommunications ETF

159 hedge funds and large institutions have $438M invested in iShares US Telecommunications ETF in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 49 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 11

206% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $507K

81% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 27

47% more capital invested

Capital invested by funds: $298M → $438M (+$141M)

28% more funds holding

Funds holding: 124159 (+35)

10.89% more ownership

Funds ownership: 70.83%81.71% (+11%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
159
Holders Change
+35
Holders Change %
+28.23%
% of All Funds
2.45%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
46
Increased
49
Reduced
27
Closed
11
Calls
$1.55M
Puts
$507K
Net Calls
+$1.05M
Net Calls Change
+$82K
Name Holding Trade Value Shares
Change
Change in
Stake
MCC
151
Money Concepts Capital
Florida
$2K +$1.51K +47 New
CTB
152
Country Trust Bank
Illinois
$2K +$1.96K +61 New
CB
153
Community Bank
New York
$1K
FCA
154
FinTrust Capital Advisors
South Carolina
$1K
MA
155
Montag & Associates
Georgia
$1K
WT
156
Whittier Trust
California
$1K
WIM
157
Westside Investment Management
California
$15
SFCL
158
Strengthening Families & Communities LLC
Massachusetts
$3 +$1.9K +59 New
LMIM
159
Lockheed Martin Investment Management
Maryland
-$108M -3,328,092 Closed
Millennium Management
160
Millennium Management
New York
-$2.07M -63,851 Closed
JGC
161
J. Goldman & Co
New York
-$862K -26,574 Closed
FTUS
162
Flow Traders U.S.
New York
-$264K -8,143 Closed
ECM
163
ExodusPoint Capital Management
New York
-$222K -6,835 Closed
HI
164
Harbour Investments
Wisconsin
-$52K -1,590 Closed
CI
165
CX Institutional
Indiana
-$17K -524 Closed
IWA
166
IBEX Wealth Advisors
New Jersey
-$16K -482 Closed
GRP
167
Global Retirement Partners
California
-$11K -337 Closed
AWA
168
Arkadios Wealth Advisors
Georgia
-$6K -200 Closed
BW
169
Bison Wealth
Georgia
-$2K -49 Closed
CWS
170
Confluence Wealth Services
Pennsylvania
+$676 +21 New

IYZ Hedge Fund Activity: Q4 2021 in Review

159 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q4 2021, worth a combined $438M — up 47% from $298M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IYZ positions and 11 closed out — a net gain of 35 holders — while 49 added to existing stakes and 27 trimmed.

The largest buyer was Prudential Financial, adding an estimated $156M. The largest seller was Lockheed Martin Investment Management, exiting entirely with an estimated $108M sold.

  • 159 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q4 2021, up from 124 in Q3 2021.
  • Funds reported $438M of iShares US Telecommunications ETF stock for Q4 2021, up 47% quarter-over-quarter.
  • 46 funds opened new iShares US Telecommunications ETF positions in Q4 2021 and 11 closed out, a net change of +35 holders.
  • The largest iShares US Telecommunications ETF buyer in Q4 2021 was Prudential Financial, an estimated $156M added.
  • The largest iShares US Telecommunications ETF seller in Q4 2021 was Lockheed Martin Investment Management, an estimated $108M sold.

Based on aggregated 13F filings for Q4 2021.