We are live on ! Find out more
IYZ icon

iShares US Telecommunications ETF
IYZ

134 hedge funds and large institutions have $282M invested in iShares US Telecommunications ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 31 increasing their positions, 48 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% less funds holding

Funds holding: 154 → 134 (-20)

17.58% less ownership

Funds ownership: 93.35% → 75.77% (-18%)

35% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 48

41% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 39

75% less capital invested

Capital invested by funds: $1.13B → $282M (-$849M)

80% less funds holding in top 10

Funds holding in top 10: 5 → 1 (-4)

Holders
134
Holders Change
-20
Holders Change %
-12.99%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
23
Increased
31
Reduced
48
Closed
39
Calls
$1.63M
Puts
–
Net Calls
+$1.63M
Net Calls Change
-$1.29M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$37.8M
2
Wells Fargo
Wells Fargo
California
+$5.95M
3
Goldman Sachs
Goldman Sachs
New York
+$5.9M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$5.48M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$4.45M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$20.1M
2
Citigroup
Citigroup
New York
-$18.7M
3
CFA
Camarda Financial Advisors
Florida
-$15.6M
4
IAA
Independent Advisor Alliance
North Carolina
-$14.5M
5
AWM
Apollon Wealth Management
South Carolina
-$12.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
OAS
151
Optivise Advisory Services
Tennessee
– -$1.42M -52,916 Closed
TAM
152
Tocqueville Asset Management
New York
– -$1.4M -52,019 Closed
IAN
153
Integrated Advisors Network
Texas
– -$1.39M -51,884 Closed
YCG
154
Yeomans Consulting Group
Georgia
– -$817K -30,463 Closed
FHC
155
First Heartland Consultants
Missouri
– -$808K -30,100 Closed
SG
156
StoneX Group
New York
– -$659K -24,546 Closed
VCWA
157
Vanguard Capital Wealth Advisors
Colorado
– -$534K -19,893 Closed
GFG
158
Goldstone Financial Group
Illinois
– -$394K -14,678 Closed
Fisher Asset Management
159
Fisher Asset Management
Washington
– -$312K -11,637 Closed
SP
160
Stonebrook Private
Michigan
– -$257K -9,585 Closed
QC
161
Quadrature Capital
United Kingdom
– -$250K -9,296 Closed
IWM
162
Iams Wealth Management
Nebraska
– -$235K -8,774 Closed
CCAL
163
City Center Advisors LLC
Michigan
– -$228K -8,495 Closed
FEM
164
Fulcrum Equity Management
Texas
– -$228K -8,495 Closed
OIA
165
OneDigital Investment Advisors
Kansas
– -$207K -7,702 Closed
CAL
166
Capital Analysts LLC
Pennsylvania
– -$86K -3,215 Closed
BBHC
167
Brown Brothers Harriman & Co
New York
– -$28.4K -1,058 Closed
NRC
168
New Republic Capital
North Carolina
– -$21.5K -800 Closed
RIA
169
Realta Investment Advisors
Delaware
– -$21.7K -800 Closed
FUBT
170
First United Bank & Trust
Maryland
– -$14.4K -535 Closed
CPBTD
171
Central Pacific Bank - Trust Division
Hawaii
– -$1.21K -45 Closed
AWM
172
Avior Wealth Management
Nebraska
– -$885 -33 Closed
Citadel Advisors
173
Citadel Advisors
Florida
– -$215 -8 Closed
3 4 5 6
7

IYZ Hedge Fund Activity: Q1 2025 in Review

134 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q1 2025, worth a combined $282M — down 75% from $1.13B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of IYZ and 23 opened new positions — a net loss of 16 holders — while 48 trimmed existing stakes and 31 added.

The largest buyer was Bank of America, adding an estimated $37.8M. The largest seller was Barclays, exiting entirely with an estimated $20.1M sold.

  • 134 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q1 2025, down from 154 in Q4 2024.
  • Funds reported $282M of iShares US Telecommunications ETF stock for Q1 2025, down 75% quarter-over-quarter.
  • 23 funds opened new iShares US Telecommunications ETF positions in Q1 2025 and 39 closed out, a net change of -16 holders.
  • The largest iShares US Telecommunications ETF buyer in Q1 2025 was Bank of America, an estimated $37.8M added.
  • The largest iShares US Telecommunications ETF seller in Q1 2025 was Barclays, an estimated $20.1M sold.

Based on aggregated 13F filings for Q1 2025.