iShares US Telecommunications ETF
98 hedge funds and large institutions have $331M invested in iShares US Telecommunications ETF in 2014 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 20 closing their positions.
936% more call options, than puts
Call options by funds: $342K | Put options by funds: $33K
1.96% more ownership
Funds ownership: 55.28% → 57.24% (+2%)
3% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 32
1% more capital invested
Capital invested by funds: $326M → $331M (+$4.83M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less funds holding
Funds holding: 107 → 98 (-9)
45% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 20
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$8.51M |
| 2 |
Citigroup
New York
|
+$7.6M |
| 3 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$5.57M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.53M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$9.2M |
| 2 |
CA
Cumberland Advisors
Sarasota,
Florida
|
-$3.17M |
| 3 |
UAS
United Asset Strategies
Garden City,
New York
|
-$3.1M |
| 4 |
JP Morgan Chase
New York
|
-$1.69M |
| 5 |
TPSF
Texas Permanent School Fund
Austin,
Texas
|
-$1.17M |
IYZ Hedge Fund Activity: Q3 2014 in Review
98 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q3 2014, worth a combined $331M — up 1.5% from $326M a quarter earlier.
Sellers outnumbered buyers: 20 funds closed out of IYZ and 11 opened new positions — a net loss of 9 holders — while 32 trimmed existing stakes and 33 added.
The largest buyer was Bank of America, adding an estimated $8.51M. The largest seller was Fidelity Investments, exiting entirely with an estimated $9.2M sold.
- 98 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q3 2014, down from 107 in Q2 2014.
- Funds reported $331M of iShares US Telecommunications ETF stock for Q3 2014, up 1.5% quarter-over-quarter.
- 11 funds opened new iShares US Telecommunications ETF positions in Q3 2014 and 20 closed out, a net change of -9 holders.
- The largest iShares US Telecommunications ETF buyer in Q3 2014 was Bank of America, an estimated $8.51M added.
- The largest iShares US Telecommunications ETF seller in Q3 2014 was Fidelity Investments, an estimated $9.2M sold.
Based on aggregated 13F filings for Q3 2014.