iShares US Telecommunications ETF
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.
196% more call options, than puts
Call options by funds: $2.39M | Put options by funds: $809K
160% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 15
43% more capital invested
Capital invested by funds: $397M → $569M (+$172M)
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
21% more funds holding
Funds holding: 112 → 136 (+24)
14% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 35
0.12% less ownership
Funds ownership: 71.53% → 71.41% (-0.12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AssetMark Inc
Concord,
California
|
+$61.7M |
| 2 |
Morgan Stanley
New York
|
+$26.3M |
| 3 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
+$20.7M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$16.9M |
| 5 |
BWM
Braver Wealth Management
Needham,
Massachusetts
|
+$6.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$12M |
| 2 |
Citigroup
New York
|
-$11M |
| 3 |
Caisse de Depot et Placement du Quebec (CDPQ)
Montreal,
Quebec, Canada
|
-$10.8M |
| 4 |
AP
Advisors Preferred
Rockville,
Maryland
|
-$5.87M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$5.41M |
IYZ Hedge Fund Activity: Q2 2016 in Review
136 of the 3,756 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q2 2016, worth a combined $569M — up 43% from $397M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new IYZ positions and 15 closed out — a net gain of 24 holders — while 40 added to existing stakes and 35 trimmed.
The largest buyer was AssetMark Inc, opening a new position worth an estimated $61.7M. The largest seller was LPL Financial, cutting an estimated $12M.
- 136 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q2 2016, up from 112 in Q1 2016.
- Funds reported $569M of iShares US Telecommunications ETF stock for Q2 2016, up 43% quarter-over-quarter.
- 39 funds opened new iShares US Telecommunications ETF positions in Q2 2016 and 15 closed out, a net change of +24 holders.
- The largest iShares US Telecommunications ETF buyer in Q2 2016 was AssetMark Inc, an estimated $61.7M added.
- The largest iShares US Telecommunications ETF seller in Q2 2016 was LPL Financial, an estimated $12M sold.
Based on aggregated 13F filings for Q2 2016.