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iShares US Telecommunications ETF
IYZ

Overview Fund Activity

156 hedge funds and large institutions have $360M invested in iShares US Telecommunications ETF in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+28
Holders Change %
+21.88%
% of All Funds
2.52%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
51
Increased
40
Reduced
34
Closed
20
Calls
$1.45M
Puts
$40K
Net Calls
+$1.41M
Net Calls Change
-$239K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$82.6M
2
Citigroup
2
Citigroup
New York
$49.6M
3
RCYC
3
Richard C. Young & Co
Rhode Island
$15.3M
4
Chevy Chase Trust
4
Chevy Chase Trust
Maryland
$12.5M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.9M

Top Sellers

1
PF
1
Phoenix Financial
Israel
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$3.76M
3
Wells Fargo
3
Wells Fargo
California
$11.3M
4
IAN
4
Integrated Advisors Network
Texas
$0
5
Ameriprise
5
Ameriprise
Minnesota
$336K
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
151
FinTrust Capital Advisors
South Carolina
$583 – – –
RDFA
152
Ritter Daniher Financial Advisory
Ohio
$381 +$381 +17 New
WWP
153
WR Wealth Planners
Missouri
$359 – – –
HS
154
Horan Securities
United States
$336 – – –
OSAM
155
O'Shaughnessy Asset Management
Connecticut
$224 – – –
WIM
156
Westside Investment Management
California
$10 – – –
PF
157
Phoenix Financial
Israel
– -$84.2M -3,954,045 Closed
IAN
158
Integrated Advisors Network
Texas
– -$2.8M -134,208 Closed
BB
159
Busey Bank
Illinois
– -$1.54M -73,769 Closed
Walleye Capital
160
Walleye Capital
New York
– -$1.14M -54,496 Closed
MFG
161
Merit Financial Group
Georgia
– -$874K -41,878 Closed
OMC
162
Old Mission Capital
Illinois
– -$616K -29,500 Closed
Qube Research & Technologies (QRT)
163
Qube Research & Technologies (QRT)
United Kingdom
– -$570K -27,276 Closed
GHAM
164
Gilman Hill Asset Management
Connecticut
– -$555K -26,565 Closed
Two Sigma Advisers
165
Two Sigma Advisers
New York
– -$551K -26,400 Closed
AWS
166
AJ Wealth Strategies
New York
– -$273K -13,071 Closed
BRWA
167
B. Riley Wealth Advisors
Florida
– -$221K -10,543 Closed
IP
168
Investment Partners
Ohio
– -$207K -9,933 Closed
ECM
169
ExodusPoint Capital Management
New York
– -$132K -6,306 Closed
CWA
170
Clearview Wealth Advisors
Oregon
– -$43K -2,067 Closed
CFGS
171
Concourse Financial Group Securities
Alabama
– -$37K -1,771 Closed
TFA
172
Toth Financial Advisory
Virginia
– -$13K -630 Closed
AF
173
Advisornet Financial
Minnesota
– -$5K -255 Closed
CIAS
174
Capital Investment Advisory Services
North Carolina
– -$2K -105 Closed
MCM
175
McMillion Capital Management
North Carolina
– -$1K -40 Closed
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