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iShares US Telecommunications ETF

137 hedge funds and large institutions have $378M invested in iShares US Telecommunications ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 44 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $1.58M | Put options by funds: $1.16M

4.98% less ownership

Funds ownership: 81.71%76.74% (-5%)

14% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 44

14% less funds holding

Funds holding: 159137 (-22)

14% less capital invested

Capital invested by funds: $438M → $378M (-$60.7M)

59% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 34

Holders
137
Holders Change
-22
Holders Change %
-13.84%
% of All Funds
2.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
38
Reduced
44
Closed
34
Calls
$1.58M
Puts
$1.16M
Net Calls
+$415K
Net Calls Change
-$631K
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
151
Citadel Advisors
Florida
-$262K -8,575 Closed
SS
152
Sunbelt Securities
Texas
-$237K -7,742 Closed
OCPWS
153
One Charles Private Wealth Services
Massachusetts
-$251K -7,639 Closed
KM
154
Kalos Management
Georgia
-$211K -6,480 Closed
JC
155
JB Capital
Connecticut
-$210K -6,381 Closed
CT
156
Chicago Trust
Illinois
-$209K -6,356 Closed
CFO
157
Custos Family Office
Texas
-$206K -6,257 Closed
BA
158
Bridge Advisory
California
-$205K -6,215 Closed
PAG
159
Private Advisor Group
New Jersey
-$201K -6,122 Closed
FLC
160
Fifth Lane Capital
Texas
-$138K -4,199 Closed
AIM
161
AHL Investment Management
Florida
-$104K -3,170 Closed
IAG
162
Investmark Advisory Group
Connecticut
-$57K -1,756 Closed
FWA
163
FSC Wealth Advisors
New York
-$26K -776 Closed
GWM
164
Geneos Wealth Management
Colorado
-$25K -776 Closed
CAL
165
Capital Analysts LLC
Pennsylvania
-$23K -689 Closed
GWSG
166
GPS Wealth Strategies Group
Colorado
-$20K -606 Closed
SFPG
167
Stonebridge Financial Planning Group
Florida
-$9K -300 Closed
PCMC
168
Paragon Capital Management (Colorado)
Colorado
-$4K -117 Closed
CTB
169
Country Trust Bank
Illinois
-$2K -61 Closed
OSAM
170
O'Shaughnessy Asset Management
Connecticut
+$305 +10 New

IYZ Hedge Fund Activity: Q1 2022 in Review

137 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q1 2022, worth a combined $378M — down 14% from $438M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of IYZ and 14 opened new positions — a net loss of 20 holders — while 44 trimmed existing stakes and 38 added.

The largest buyer was Phoenix Financial, opening a new position worth an estimated $31M. The largest seller was UBS Group, cutting an estimated $14.7M.

  • 137 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q1 2022, down from 159 in Q4 2021.
  • Funds reported $378M of iShares US Telecommunications ETF stock for Q1 2022, down 14% quarter-over-quarter.
  • 14 funds opened new iShares US Telecommunications ETF positions in Q1 2022 and 34 closed out, a net change of -20 holders.
  • The largest iShares US Telecommunications ETF buyer in Q1 2022 was Phoenix Financial, an estimated $31M added.
  • The largest iShares US Telecommunications ETF seller in Q1 2022 was UBS Group, an estimated $14.7M sold.

Based on aggregated 13F filings for Q1 2022.