IYZ icon

iShares US Telecommunications ETF
IYZ

Overview Fund Activity

136 hedge funds and large institutions have $569M invested in iShares US Telecommunications ETF in 2016 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 15 closing their positions.

Holders
136
Holders Change
+24
Holders Change %
+21.43%
% of All Funds
3.63%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
39
Increased
40
Reduced
35
Closed
15
Calls
$2.39M
Puts
$809K
Net Calls
+$1.58M
Net Calls Change
+$740K

Top Buyers

1
AssetMark Inc
1
AssetMark Inc
California
$65.7M
2
Morgan Stanley
2
Morgan Stanley
New York
$61.2M
3
SWA
3
SFMG Wealth Advisors
Texas
$22.1M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$27M
5
BWM
5
Braver Wealth Management
Massachusetts
$7.3M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$12.1M
2
Citigroup
2
Citigroup
New York
$5.01M
3
Caisse de Depot et Placement du Quebec (CDPQ)
3
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$0
4
AP
4
Advisors Preferred
Maryland
$5.06M
5
UBS Group
5
UBS Group
Switzerland
$8.84M
Name Market Value Shares Shares
Change 		Shares
Change %
AssetMark Inc
1
AssetMark Inc
California
$65.7M 1,971,559 +1,971,559 New
Morgan Stanley
2
Morgan Stanley
New York
$61.2M 1,836,492 +840,344 +84%
CI
3
Clal Insurance
Israel
$58.4M 1,753,917 -12,330 -0.7%
Wells Fargo
4
Wells Fargo
California
$45M 1,352,276 +22,199 +2%
Bank of America
5
Bank of America
North Carolina
$39.7M 1,191,865 +46,241 +4%
Goldman Sachs
6
Goldman Sachs
New York
$28.4M 852,600 +201,236 +31%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$27M 809,353 +539,666 +200%
SWA
8
SFMG Wealth Advisors
Texas
$22.1M 662,449 +662,449 New
ACM
9
Arlington Capital Management
Illinois
$20.2M 607,772 +42,910 +8%
Ameriprise
10
Ameriprise
Minnesota
$19.2M 578,977 +22,297 +4%
LPL Financial
11
LPL Financial
California
$12.1M 362,604 -383,294 -51%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$11.1M 332,792 +40,851 +14%
UCFA
13
United Capital Financial Advisors
Texas
$10.8M 327,541 +121,605 +59%
QA
14
Quantitative Advantage
Minnesota
$10.4M 311,657 -7,527 -2%
UBS Group
15
UBS Group
Switzerland
$8.84M 265,358 -172,995 -39%
PWM
16
Patriot Wealth Management
Texas
$7.5M 225,149 +5,062 +2%
BWM
17
Braver Wealth Management
Massachusetts
$7.3M 219,339 +219,339 New
CS
18
Credit Suisse
Switzerland
$6.68M 200,695 +32,733 +19%
BCM
19
Brookstone Capital Management
Illinois
$6.51M 195,600 +195,600 New
PNC Financial Services Group
20
PNC Financial Services Group
Pennsylvania
$6.05M 181,548 -4,447 -2%
Public Sector Pension Investment Board (PSP Investments)
21
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$5.66M 170,000 +170,000 New
AP
22
Advisors Preferred
Maryland
$5.06M 152,082 -187,535 -55%
Citigroup
23
Citigroup
New York
$5.01M 150,389 -350,000 -70%
SLF
24
Sun Life Financial
Ontario, Canada
$4.34M 130,237 -12,089 -8%
SG
25
Societe Generale
$3.89M 116,691 +116,691 New
1
2 3 4 5