iShares US Telecommunications ETF
116 hedge funds and large institutions have $392M invested in iShares US Telecommunications ETF in 2017 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 34 increasing their positions, 39 reducing their positions, and 30 closing their positions.
7.3% more ownership
Funds ownership: 65.69% → 72.98% (+7.3%)
5% more capital invested
Capital invested by funds: $374M → $392M (+$18.1M)
6% less funds holding
Funds holding: 124 → 116 (-8)
13% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 39
15% less call options, than puts
Call options by funds: $9.22M | Put options by funds: $10.8M
20% less first-time investments, than exits
New positions opened: 24 | Existing positions closed: 30
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barclays
London,
United Kingdom
|
+$111M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$13.4M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$9.31M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$6.53M |
| 5 |
Capital Fund Management (CFM)
Paris,
France
|
+$3.94M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$50.6M |
| 2 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$9.96M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$9.85M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$8.69M |
| 5 |
LPL Financial
San Diego,
California
|
-$8.43M |
IYZ Hedge Fund Activity: Q1 2017 in Review
116 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q1 2017, worth a combined $392M — up 4.8% from $374M a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of IYZ and 24 opened new positions — a net loss of 6 holders — while 39 trimmed existing stakes and 34 added.
The largest buyer was Barclays, adding an estimated $111M. The largest seller was Morgan Stanley, cutting an estimated $50.6M.
- 116 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q1 2017, down from 124 in Q4 2016.
- Funds reported $392M of iShares US Telecommunications ETF stock for Q1 2017, up 4.8% quarter-over-quarter.
- 24 funds opened new iShares US Telecommunications ETF positions in Q1 2017 and 30 closed out, a net change of -6 holders.
- The largest iShares US Telecommunications ETF buyer in Q1 2017 was Barclays, an estimated $111M added.
- The largest iShares US Telecommunications ETF seller in Q1 2017 was Morgan Stanley, an estimated $50.6M sold.
Based on aggregated 13F filings for Q1 2017.