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iShares US Telecommunications ETF
IYZ

112 hedge funds and large institutions have $397M invested in iShares US Telecommunications ETF in 2016 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 28 increasing their positions, 38 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

14% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 21

6.99% more ownership

Funds ownership: 64.54% → 71.53% (+7%)

2% more funds holding

Funds holding: 110 → 112 (+2)

1% more capital invested

Capital invested by funds: $395M → $397M (+$2.05M)

26% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 38

Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
2.98%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
24
Increased
28
Reduced
38
Closed
21
Calls
$842K
Puts
–
Net Calls
+$842K
Net Calls Change
+$2.01M

Top Buyers

1
LPL Financial
LPL Financial
California
+$17.7M
2
ACM
Arlington Capital Management
Illinois
+$16M
3
AP
Advisors Preferred
Maryland
+$9.62M
4
QA
Quantitative Advantage
Minnesota
+$9.04M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$5.25M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$47M
2
SCCM
Schafer Cullen Capital Management
New York
-$18.2M
3
CI
Clal Insurance
Israel
-$9.36M
4
GA
Giralda Advisors
New York
-$5.63M
5
UFA
US Financial Advisors
Massachusetts
-$5.23M
Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1
Clal Insurance
Israel
$54.3M -$9.36M -330,276 -16%
Wells Fargo
2
Wells Fargo
California
$40.9M +$1.55M +54,874 +4%
Bank of America
3
Bank of America
North Carolina
$35.2M -$47M -1,658,692 -59%
Morgan Stanley
4
Morgan Stanley
New York
$30.6M -$33.3K -1,176 -0.1%
LPL Financial
5
LPL Financial
California
$23.1M +$17.7M +625,825 +521%
Goldman Sachs
6
Goldman Sachs
New York
$20M -$1.42M -50,100 -7%
ACM
7
Arlington Capital Management
Illinois
$17.4M +$16M +564,862 New
Ameriprise
8
Ameriprise
Minnesota
$17.1M -$308K -10,872 -2%
Citigroup
9
Citigroup
New York
$15.4M +$2.61M +92,106 +23%
UBS Group
10
UBS Group
Switzerland
$13.5M +$69K +2,436 +0.6%
Caisse de Depot et Placement du Quebec (CDPQ)
11
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$10.8M – – –
AP
12
Advisors Preferred
Maryland
$10.4M +$9.62M +339,617 New
QA
13
Quantitative Advantage
Minnesota
$9.81M +$9.04M +319,184 New
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$8.97M +$5.25M +185,294 +174%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$8.29M +$666K +23,507 +10%
PWM
16
Patriot Wealth Management
Texas
$6.76M +$89.3K +3,151 +1%
UCFA
17
United Capital Financial Advisors
Texas
$6.33M -$1.16M -40,817 -17%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$5.72M -$65.2K -2,303 -1%
WP
19
WealthSource Partners
California
$5.32M +$4.9M +173,097 New
CS
20
Credit Suisse
Switzerland
$5.16M +$4.76M +167,962 New
TFA
21
Toth Financial Advisory
Virginia
$3.26M -$142K -5,021 -5%
JP Morgan Chase
22
JP Morgan Chase
New York
$3.08M +$2.02M +71,354 +247%
Northern Trust
23
Northern Trust
Illinois
$2.56M +$57.5K +2,028 +2%
HI
24
Horizon Investments
North Carolina
$2.54M +$2.34M +82,771 New
CCT
25
Chemung Canal Trust
New York
$2.31M – – –
1
2 3 4 5

IYZ Hedge Fund Activity: Q1 2016 in Review

112 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q1 2016, worth a combined $397M — up 0.52% from $395M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IYZ positions and 21 closed out — a net gain of 3 holders — while 28 added to existing stakes and 38 trimmed.

The largest buyer was LPL Financial, adding an estimated $17.7M. The largest seller was Bank of America, cutting an estimated $47M.

  • 112 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q1 2016, up from 110 in Q4 2015.
  • Funds reported $397M of iShares US Telecommunications ETF stock for Q1 2016, up 0.52% quarter-over-quarter.
  • 24 funds opened new iShares US Telecommunications ETF positions in Q1 2016 and 21 closed out, a net change of +3 holders.
  • The largest iShares US Telecommunications ETF buyer in Q1 2016 was LPL Financial, an estimated $17.7M added.
  • The largest iShares US Telecommunications ETF seller in Q1 2016 was Bank of America, an estimated $47M sold.

Based on aggregated 13F filings for Q1 2016.