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iShares US Telecommunications ETF
IYZ

Overview Fund Activity

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.

Holders
98
Holders Change
-9
Holders Change %
-8.41%
% of All Funds
2.85%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
33
Reduced
32
Closed
20
Calls
$342K
Puts
$33K
Net Calls
+$309K
Net Calls Change
+$370K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$108M
2
Citigroup
2
Citigroup
New York
$16.5M
3
PNC Financial Services Group
3
PNC Financial Services Group
Pennsylvania
$8.18M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.65M
5
Ameriprise
5
Ameriprise
Minnesota
$4.71M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$0
2
CA
2
Cumberland Advisors
Florida
$0
3
UAS
3
United Asset Strategies
New York
$0
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$0
5
TPSF
5
Texas Permanent School Fund
Texas
$931K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$108M 3,614,836 +279,739 +8%
Wells Fargo
2
Wells Fargo
California
$38.2M 1,274,837 +4,408 +0.3%
Morgan Stanley
3
Morgan Stanley
New York
$33.1M 1,103,578 +15,734 +1%
Deutsche Bank
4
Deutsche Bank
Germany
$28.8M 961,350 -4,281 -0.4%
Citigroup
5
Citigroup
New York
$16.5M 550,241 +250,000 +83%
Caisse de Depot et Placement du Quebec (CDPQ)
6
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$10.9M 365,000 +55,000 +18%
Goldman Sachs
7
Goldman Sachs
New York
$10.6M 353,429 +22,754 +7%
PNC Financial Services Group
8
PNC Financial Services Group
Pennsylvania
$8.18M 273,079 +183,069 +203%
GA
9
Giralda Advisors
New York
$6.83M 228,000 +39,000 +21%
U
10
UBS
Switzerland
$5.8M 193,483 -9,955 -5%
Ameriprise
11
Ameriprise
Minnesota
$4.71M 157,452 +61,731 +64%
PWM
12
Patriot Wealth Management
Texas
$4.46M 148,734 +3,858 +3%
Citadel Advisors
13
Citadel Advisors
Florida
$4.43M 147,834 -6,570 -4%
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$3.47M 115,985 -5,635 -5%
TFA
15
Toth Financial Advisory
Virginia
$3.24M 108,263 +4,304 +4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.65M 88,612 +83,275 +1,560%
Northern Trust
17
Northern Trust
Illinois
$2.46M 82,037 -3,220 -4%
CCT
18
Chemung Canal Trust
New York
$2.26M 75,412 -12,850 -15%
SLF
19
Sun Life Financial
Ontario, Canada
$2.09M 69,755 – –
DY
20
Dowling & Yahnke
California
$1.91M 63,633 -1,050 -2%
GLA
21
Great Lakes Advisors
Illinois
$1.8M 60,094 +190 +0.3%
FMWA
22
Forvis Mazars Wealth Advisors
Missouri
$1.74M 58,096 -807 -1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$1.57M 52,555 +19,438 +59%
CIA
24
Capital Investment Advisors
Georgia
$1.56M 52,041 +863 +2%
LPL Financial
25
LPL Financial
California
$1.52M 51,843 -7,756 -13%
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