iShares US Telecommunications ETF
107 hedge funds and large institutions have $326M invested in iShares US Telecommunications ETF in 2014 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 22 increasing their positions, 42 reducing their positions, and 12 closing their positions.
58% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 12
7% more funds holding
Funds holding: 100 → 107 (+7)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $337M → $326M (-$11.1M)
8.87% less ownership
Funds ownership: 64.15% → 55.28% (-8.9%)
48% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 42
67% less call options, than puts
Call options by funds: $30K | Put options by funds: $91K
Top Buyers
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$22.8M |
| 2 |
UAS
United Asset Strategies
Garden City,
New York
|
+$3.03M |
| 3 |
PWM
Patriot Wealth Management
Houston,
Texas
|
+$2.44M |
| 4 |
TPSF
Texas Permanent School Fund
Austin,
Texas
|
+$2.07M |
| 5 |
U
UBS
Zurich,
Switzerland
|
+$1.67M |
Top Sellers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$21.2M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$9.21M |
| 3 |
JP Morgan Chase
New York
|
-$4.45M |
| 4 |
Citigroup
New York
|
-$4.21M |
| 5 |
Goldman Sachs
New York
|
-$2.12M |
IYZ Hedge Fund Activity: Q2 2014 in Review
107 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q2 2014, worth a combined $326M — down 3.3% from $337M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new IYZ positions and 12 closed out — a net gain of 7 holders — while 22 added to existing stakes and 42 trimmed.
The largest buyer was Bank of America, adding an estimated $22.8M. The largest seller was Fidelity Investments, cutting an estimated $21.2M.
- 107 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q2 2014, up from 100 in Q1 2014.
- Funds reported $326M of iShares US Telecommunications ETF stock for Q2 2014, down 3.3% quarter-over-quarter.
- 19 funds opened new iShares US Telecommunications ETF positions in Q2 2014 and 12 closed out, a net change of +7 holders.
- The largest iShares US Telecommunications ETF buyer in Q2 2014 was Bank of America, an estimated $22.8M added.
- The largest iShares US Telecommunications ETF seller in Q2 2014 was Fidelity Investments, an estimated $21.2M sold.
Based on aggregated 13F filings for Q2 2014.