iShares US Telecommunications ETF
IYZ
124 hedge funds and large institutions have $374M invested in iShares US Telecommunications ETF in 2016 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 33 increasing their positions, 39 reducing their positions, and 24 closing their positions.
65.69% more ownership
Funds ownership: 0% → 65.69% (+66%)
17% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 24
1% more funds holding
Funds holding: 123 → 124 (+1)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
8% less call options, than puts
Call options by funds: $1.14M | Put options by funds: $1.24M
15% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 39
30% less capital inflows, than outflows
Capital inflows: $65.5M | Capital outflows: $93.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$22.5M |
| 2 |
Brookstone Capital Management
Wheaton,
Illinois
|
+$8.11M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$4.31M |
| 4 |
Braver Wealth Management
Needham,
Massachusetts
|
+$3.11M |
| 5 |
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$2.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFMG Wealth Advisors
Plano,
Texas
|
-$23M |
| 2 |
Morgan Stanley
New York
|
-$10.5M |
| 3 |
United Capital Financial Advisors
Irving,
Texas
|
-$10.5M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.91M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$5.29M |
IYZ Hedge Fund Activity: Q4 2016 in Review
124 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q4 2016, worth a combined $374M — down 2.2% from $383M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new IYZ positions and 24 closed out — a net gain of 4 holders — while 33 added to existing stakes and 39 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $22.5M. The largest seller was SFMG Wealth Advisors, exiting entirely with an estimated $23M sold.
- 124 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q4 2016, up from 123 in Q3 2016.
- Funds reported $374M of iShares US Telecommunications ETF stock for Q4 2016, down 2.2% quarter-over-quarter.
- 28 funds opened new iShares US Telecommunications ETF positions in Q4 2016 and 24 closed out, a net change of +4 holders.
- The largest iShares US Telecommunications ETF buyer in Q4 2016 was JP Morgan Chase, an estimated $22.5M added.
- The largest iShares US Telecommunications ETF seller in Q4 2016 was SFMG Wealth Advisors, an estimated $23M sold.
Based on aggregated 13F filings for Q4 2016.