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iShares US Telecommunications ETF
IYZ

Overview Fund Activity

125 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, 40 reducing their positions, and 25 closing their positions.

Holders
125
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
3.13%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
28
Increased
33
Reduced
40
Closed
25
Calls
$1.14M
Puts
$1.24M
Net Calls
-$101K
Net Calls Change
-$1.51M

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$27.8M
2
BCM
2
Brookstone Capital Management
Illinois
$8.69M
3
Bank of America
3
Bank of America
North Carolina
$50.8M
4
BWM
4
Braver Wealth Management
Massachusetts
$3.33M
5
CFS
5
Commonwealth Financial Services
West Virginia
$3.26M

Top Sellers

1
SWA
1
SFMG Wealth Advisors
Texas
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$87.7M
3
UCFA
3
United Capital Financial Advisors
Texas
$0
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$6.93M
5
Bank of Montreal
5
Bank of Montreal
Ontario, Canada
$2.5M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$87.7M 2,541,049 -326,310 -11%
Bank of America
2
Bank of America
North Carolina
$50.8M 1,471,010 +133,892 +10%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$27.8M 804,592 +699,654 +667%
ACM
4
Arlington Capital Management
Illinois
$22.6M 656,457 +26,512 +4%
Ameriprise
5
Ameriprise
Minnesota
$20.9M 607,930 -125,418 -17%
Wells Fargo
6
Wells Fargo
California
$14.7M 427,166 +8,788 +2%
LPL Financial
7
LPL Financial
California
$13M 361,249 +52,105 +17%
QA
8
Quantitative Advantage
Minnesota
$9.96M 288,556 -6,926 -2%
BCM
9
Brookstone Capital Management
Illinois
$8.69M 251,966 +251,966 New
UBS Group
10
UBS Group
Switzerland
$8.58M 248,641 -14,691 -6%
PWM
11
Patriot Wealth Management
Texas
$7.52M 218,038 -261 -0.1%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$6.93M 200,794 -183,746 -48%
Citigroup
13
Citigroup
New York
$6.91M 200,148 -150,000 -43%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$5.98M 173,387 +5,288 +3%
Goldman Sachs
15
Goldman Sachs
New York
$5.22M 151,273 -88,413 -37%
TFA
16
Toth Financial Advisory
Virginia
$3.97M 115,147 -491 -0.4%
CCM
17
Canal Capital Management
Virginia
$3.57M 103,338 -6,447 -6%
OC
18
Oppenheimer & Co
New York
$3.34M 96,714 +87,288 +926%
BWM
19
Braver Wealth Management
Massachusetts
$3.33M 96,650 +96,650 New
CFS
20
Commonwealth Financial Services
West Virginia
$3.26M 92,596 +89,531 +2,921%
MIFH
21
Migdal Insurance & Financial Holdings
Israel
$3.11M 90,000 +90,000 New
Citadel Advisors
22
Citadel Advisors
Florida
$2.83M 81,902 +55,968 +216%
ABFS
23
Appropriate Balance Financial Services
Washington
$2.71M 78,593 +357 +0.5%
CCP
24
Corient Capital Partners
California
$2.62M 75,951 +75,951 New
Bank of Montreal
25
Bank of Montreal
Ontario, Canada
$2.5M 78,195 -164,261 -68%
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