iShares US Telecommunications ETF
154 hedge funds and large institutions have $1.13B invested in iShares US Telecommunications ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 34 increasing their positions, 34 reducing their positions, and 4 closing their positions.
1,350% more first-time investments, than exits
New positions opened: 58 | Existing positions closed: 4
450% more capital invested
Capital invested by funds: $206M → $1.13B (+$925M)
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
50% more funds holding
Funds holding: 103 → 154 (+51)
10.51% more ownership
Funds ownership: 82.85% → 93.35% (+11%)
0% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 34
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CFA
Camarda Financial Advisors
Fleming Island,
Florida
|
+$15.5M |
| 2 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
+$14.4M |
| 3 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
+$12.9M |
| 4 |
Citigroup
New York
|
+$12.6M |
| 5 |
PRS
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFCL
Strengthening Families & Communities LLC
Boston,
Massachusetts
|
-$7.56M |
| 2 |
PCM
Penserra Capital Management
Orinda,
California
|
-$4.51M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$1.1M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.09M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$857K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
MHIP
151
Mountain Hill Investment Partners
Atlantic Highlands,
New Jersey
| $865 | +$854 | +32 | New |
|
|
RDFA
152
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| $457 | – | – | – |
|
|
WWP
153
WR Wealth Planners
Columbia,
Missouri
| $429 | – | – | – |
|
|
154
Citadel Advisors
Miami,
Florida
| $215 | -$1.09M | -40,674 | -100% |
|
|
PCM
155
Penserra Capital Management
Orinda,
California
| – | -$4.51M | -178,682 | Closed |
|
|
FWCM
156
Ferguson Wellman Capital Management
Portland,
Oregon
| – | -$532K | -21,051 | Closed |
|
|
SSA
157
Schonfeld Strategic Advisors
New York
| – | -$345K | -13,668 | Closed |
|
|
PS
158
Planned Solutions
Folsom,
California
| – | -$15.1K | -597 | Closed |
|
IYZ Hedge Fund Activity: Q4 2024 in Review
154 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q4 2024, worth a combined $1.13B — up 450% from $206M a quarter earlier.
Buyers outnumbered sellers: 58 funds opened new IYZ positions and 4 closed out — a net gain of 54 holders — while 34 added to existing stakes and 34 trimmed.
The largest buyer was Camarda Financial Advisors, opening a new position worth an estimated $15.5M. The largest seller was Strengthening Families & Communities LLC, cutting an estimated $7.56M.
- 154 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q4 2024, up from 103 in Q3 2024.
- Funds reported $1.13B of iShares US Telecommunications ETF stock for Q4 2024, up 450% quarter-over-quarter.
- 58 funds opened new iShares US Telecommunications ETF positions in Q4 2024 and 4 closed out, a net change of +54 holders.
- The largest iShares US Telecommunications ETF buyer in Q4 2024 was Camarda Financial Advisors, an estimated $15.5M added.
- The largest iShares US Telecommunications ETF seller in Q4 2024 was Strengthening Families & Communities LLC, an estimated $7.56M sold.
Based on aggregated 13F filings for Q4 2024.