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iShares US Telecommunications ETF
IYZ

Overview Fund Activity

106 hedge funds and large institutions have $324M invested in iShares US Telecommunications ETF in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 19 closing their positions.

Holders
106
Holders Change
+1
Holders Change %
+0.95%
% of All Funds
2.83%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
21
Increased
34
Reduced
27
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$37.6M
2
JP
2
Jana Partners
New York
$13.6M
3
LPL Financial
3
LPL Financial
California
$14.8M
4
Morgan Stanley
4
Morgan Stanley
New York
$44.5M
5
PAM
5
PVG Asset Management
Colorado
$3.72M

Top Sellers

1
CI
1
Clal Insurance
Israel
$0
2
Bank of America
2
Bank of America
North Carolina
$66.2M
3
Deutsche Bank
3
Deutsche Bank
Germany
$0
4
Goldman Sachs
4
Goldman Sachs
New York
$250K
5
SCCM
5
Schafer Cullen Capital Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$66.2M 2,191,562 -1,650,393 -43%
Morgan Stanley
2
Morgan Stanley
New York
$44.5M 1,472,565 +382,626 +35%
Wells Fargo
3
Wells Fargo
California
$40.1M 1,327,901 +55,353 +4%
UBS Group
4
UBS Group
Switzerland
$37.6M 1,245,821 +963,313 +341%
LPL Financial
5
LPL Financial
California
$14.8M 479,083 +428,170 +841%
JP
6
Jana Partners
New York
$13.6M 450,000 +450,000 New
Citigroup
7
Citigroup
New York
$7.56M 250,241 +40,000 +19%
Ameriprise
8
Ameriprise
Minnesota
$7.48M 247,401 +55,139 +29%
PWM
9
Patriot Wealth Management
Texas
$6.23M 206,203 +54,719 +36%
UFA
10
US Financial Advisors
Massachusetts
$6.17M 203,992 -5,958 -3%
PNC Financial Services Group
11
PNC Financial Services Group
Pennsylvania
$6.16M 203,960 -54,724 -21%
GA
12
Giralda Advisors
New York
$5.93M 196,277 -33,823 -15%
SG Americas Securities
13
SG Americas Securities
New York
$5.76M 190,611 +61,926 +48%
Citadel Advisors
14
Citadel Advisors
Florida
$4.74M 156,734 -6,294 -4%
PAM
15
PVG Asset Management
Colorado
$3.72M 123,025 +123,025 New
TFA
16
Toth Financial Advisory
Virginia
$3.39M 112,270 +4,731 +4%
Northern Trust
17
Northern Trust
Illinois
$2.7M 89,497 +4,088 +5%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$2.64M 87,287 -20,302 -19%
SLF
19
Sun Life Financial
Ontario, Canada
$2.63M 87,109 +17,354 +25%
NPC
20
National Planning Corporation
California
$2.57M 84,939 +84,053 +9,487%
CCT
21
Chemung Canal Trust
New York
$2.28M 75,312 – –
DY
22
Dowling & Yahnke
California
$1.86M 61,382 -1,651 -3%
GLA
23
Great Lakes Advisors
Illinois
$1.83M 60,665 -348 -0.6%
FMWA
24
Forvis Mazars Wealth Advisors
Missouri
$1.72M 56,858 -1,101 -2%
NB
25
NBT Bank
New York
$1.59M 52,531 +1,325 +3%
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