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iShares US Telecommunications ETF
IYZ

Overview Fund Activity

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.

Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
2.99%
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
1
LPL Financial
California
$23.1M
2
ACM
2
Arlington Capital Management
Illinois
$17.4M
3
AP
3
Advisors Preferred
Maryland
$10.4M
4
QA
4
Quantitative Advantage
Minnesota
$9.81M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$8.97M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$35.2M
2
SCCM
2
Schafer Cullen Capital Management
New York
$0
3
CI
3
Clal Insurance
Israel
$54.3M
4
UFA
4
US Financial Advisors
Massachusetts
$79K
5
GA
5
Giralda Advisors
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CI
1
Clal Insurance
Israel
$54.3M 1,766,247 -330,276 -16%
Wells Fargo
2
Wells Fargo
California
$40.9M 1,330,077 +54,874 +4%
Bank of America
3
Bank of America
North Carolina
$35.2M 1,145,624 -1,658,692 -59%
Morgan Stanley
4
Morgan Stanley
New York
$30.6M 996,148 -1,176 -0.1%
LPL Financial
5
LPL Financial
California
$23.1M 745,898 +625,825 +521%
Goldman Sachs
6
Goldman Sachs
New York
$20M 651,364 -50,100 -7%
ACM
7
Arlington Capital Management
Illinois
$17.4M 564,862 +564,862 New
Ameriprise
8
Ameriprise
Minnesota
$17.1M 556,680 -10,872 -2%
Citigroup
9
Citigroup
New York
$15.4M 500,389 +92,106 +23%
UBS Group
10
UBS Group
Switzerland
$13.5M 438,353 +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 350,000 – –
AP
12
Advisors Preferred
Maryland
$10.4M 339,617 +339,617 New
QA
13
Quantitative Advantage
Minnesota
$9.81M 319,184 +319,184 New
Bank of Montreal
14
Bank of Montreal
Ontario, Canada
$8.97M 291,941 +185,294 +174%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$8.29M 269,687 +23,507 +10%
PWM
16
Patriot Wealth Management
Texas
$6.76M 220,087 +3,151 +1%
UCFA
17
United Capital Financial Advisors
Texas
$6.33M 205,936 -40,817 -17%
PNC Financial Services Group
18
PNC Financial Services Group
Pennsylvania
$5.72M 185,995 -2,303 -1%
WP
19
WealthSource Partners
California
$5.32M 173,097 +173,097 New
CS
20
Credit Suisse
Switzerland
$5.16M 167,962 +167,962 New
TFA
21
Toth Financial Advisory
Virginia
$3.26M 105,955 -5,021 -5%
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$3.08M 100,206 +71,354 +247%
Northern Trust
23
Northern Trust
Illinois
$2.56M 83,284 +2,028 +2%
HI
24
Horizon Investments
North Carolina
$2.54M 82,771 +82,771 New
CCT
25
Chemung Canal Trust
New York
$2.32M 75,312 – –
1
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