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iShares US Telecommunications ETF
IYZ

95 hedge funds and large institutions have $289M invested in iShares US Telecommunications ETF in 2013 Q2 according to their latest regulatory filings, with 95 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

64.66% more ownership

Funds ownership: 0% → 64.66% (+65%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $3.19M

Holders
95
Holders Change
+95
Holders Change %
–
% of All Funds
3.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
95
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
$3.19M
Net Calls
-$3.19M
Net Calls Change
-$3.19M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$52.7M +$53.3M +2,040,315 New
Deutsche Bank
2
Deutsche Bank
Germany
$42.4M +$42.9M +1,641,007 New
Citigroup
3
Citigroup
New York
$41.4M +$41.8M +1,600,236 New
Morgan Stanley
4
Morgan Stanley
New York
$35.3M +$35.7M +1,363,674 New
Bank of America
5
Bank of America
North Carolina
$19.6M +$19.8M +756,752 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$10.1M +$10.2M +389,543 New
BFA
7
Beaumont Financial Advisors
Massachusetts
$7.72M +$7.81M +298,547 New
CS
8
Credit Suisse
Switzerland
$6.7M +$6.78M +259,162 New
Bank of Montreal
9
Bank of Montreal
Ontario, Canada
$5.3M +$5.36M +205,102 New
PWM
10
Patriot Wealth Management
Texas
$4.66M – – –
U
11
UBS
Switzerland
$3.43M +$3.47M +132,632 New
PNC Financial Services Group
12
PNC Financial Services Group
Pennsylvania
$3.13M +$3.17M +121,120 New
SG Americas Securities
13
SG Americas Securities
New York
$2.89M +$2.93M +111,972 New
BCI
14
Brinker Capital Investments
Pennsylvania
$2.79M +$2.82M +108,000 New
OSNBOA
15
Old Second National Bank of Aurora
Illinois
$2.66M +$2.69M +103,051 New
CCT
16
Chemung Canal Trust
New York
$2.54M +$2.57M +98,209 New
TFA
17
Toth Financial Advisory
Virginia
$2.47M +$2.5M +95,690 New
UAS
18
United Asset Strategies
New York
$2.41M +$2.43M +93,058 New
GF
19
Genworth Financial
Virginia
$2.37M +$2.4M +91,851 New
Northern Trust
20
Northern Trust
Illinois
$2.35M +$2.38M +90,881 New
DY
21
Dowling & Yahnke
California
$2.19M +$2.21M +84,644 New
NB
22
NBT Bank
New York
$1.95M +$1.97M +75,308 New
SWM
23
Strategic Wealth Management
Washington
$1.72M +$1.74M +66,600 New
GLA
24
Great Lakes Advisors
Illinois
$1.63M +$1.65M +63,055 New
CP
25
Cinque Partners
California
$1.59M +$1.61M +61,546 New
1
2 3 4

IYZ Hedge Fund Activity: Q2 2013 in Review

95 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q2 2013, worth a combined $289M.

Buyers outnumbered sellers: 95 funds opened new IYZ positions and 0 closed out — a net gain of 95 holders — while 0 added to existing stakes and 0 trimmed.

  • 95 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $289M of iShares US Telecommunications ETF stock for Q2 2013.
  • 95 funds opened new iShares US Telecommunications ETF positions in Q2 2013 and 0 closed out, a net change of +95 holders.

Based on aggregated 13F filings for Q2 2013.