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iShares US Telecommunications ETF
IYZ

Overview Fund Activity

124 hedge funds and large institutions have $383M invested in iShares US Telecommunications ETF in 2016 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 54 reducing their positions, and 28 closing their positions.

Holders
124
Holders Change
-12
Holders Change %
-8.82%
% of All Funds
3.31%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
19
Increased
27
Reduced
54
Closed
28
Calls
$1.7M
Puts
$294K
Net Calls
+$1.41M
Net Calls Change
-$175K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$92.4M
2
Citigroup
2
Citigroup
New York
$11.3M
3
Ameriprise
3
Ameriprise
Minnesota
$23.6M
4
Bank of America
4
Bank of America
North Carolina
$43.1M
5
SCM
5
Segantii Capital Management
Hong Kong
$3.95M

Top Sellers

1
AssetMark Inc
1
AssetMark Inc
California
$0
2
CI
2
Clal Insurance
Israel
$0
3
Wells Fargo
3
Wells Fargo
California
$13.5M
4
Goldman Sachs
4
Goldman Sachs
New York
$7.72M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$12.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$92.4M 2,867,359 +1,030,867 +56%
Bank of America
2
Bank of America
North Carolina
$43.1M 1,337,118 +145,253 +12%
Ameriprise
3
Ameriprise
Minnesota
$23.6M 733,348 +154,371 +27%
SWA
4
SFMG Wealth Advisors
Texas
$23M 712,449 +50,000 +8%
ACM
5
Arlington Capital Management
Illinois
$20.3M 629,945 +22,173 +4%
Wells Fargo
6
Wells Fargo
California
$13.5M 418,378 -933,898 -69%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$12.4M 384,540 -424,813 -52%
Citigroup
8
Citigroup
New York
$11.3M 350,148 +199,759 +133%
UCFA
9
United Capital Financial Advisors
Texas
$10.5M 325,027 -2,514 -0.8%
LPL Financial
10
LPL Financial
California
$9.88M 309,144 -53,460 -15%
QA
11
Quantitative Advantage
Minnesota
$9.52M 295,482 -16,175 -5%
UBS Group
12
UBS Group
Switzerland
$8.49M 263,332 -2,026 -0.8%
Bank of Montreal
13
Bank of Montreal
Ontario, Canada
$7.81M 242,456 -90,336 -27%
Goldman Sachs
14
Goldman Sachs
New York
$7.72M 239,686 -612,914 -72%
PWM
15
Patriot Wealth Management
Texas
$7.03M 218,299 -6,850 -3%
SLF
16
Sun Life Financial
Ontario, Canada
$5.89M 182,857 +52,620 +40%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$5.42M 168,099 -13,449 -7%
SCM
18
Segantii Capital Management
Hong Kong
$3.95M 121,771 +121,771 New
Public Sector Pension Investment Board (PSP Investments)
19
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.87M 120,000 -50,000 -29%
TFA
20
Toth Financial Advisory
Virginia
$3.73M 115,638 +2,003 +2%
CCM
21
Canal Capital Management
Virginia
$3.54M 109,785 +109,785 New
JPMorgan Chase & Co
22
JPMorgan Chase & Co
New York
$3.38M 104,938 +727 +0.7%
Capital Fund Management (CFM)
23
Capital Fund Management (CFM)
France
$3.29M 102,148 +64,036 +168%
ABFS
24
Appropriate Balance Financial Services
Washington
$2.52M 78,236 +78,236 New
Northern Trust
25
Northern Trust
Illinois
$2.52M 78,101 -1,828 -2%
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