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iShares US Telecommunications ETF
IYZ

120 hedge funds and large institutions have $239M invested in iShares US Telecommunications ETF in 2017 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 34 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

13% more funds holding

Funds holding: 106 → 120 (+14)

6% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 32

3.14% less ownership

Funds ownership: 67.11% → 63.98% (-3.1%)

12% less capital invested

Capital invested by funds: $271M → $239M (-$31.7M)

44% less call options, than puts

Call options by funds: $2.73M | Put options by funds: $4.87M

Holders
120
Holders Change
+14
Holders Change %
+13.21%
% of All Funds
2.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
34
Reduced
32
Closed
14
Calls
$2.73M
Puts
$4.87M
Net Calls
-$2.14M
Net Calls Change
-$2.16M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$20.1M
2
PWM
Patriot Wealth Management
Texas
+$8.18M
3
FIM
Foresters Investment Management
New York
+$5.93M
4
Morgan Stanley
Morgan Stanley
New York
+$5.06M
5
SCCM
Schafer Cullen Capital Management
New York
+$2.48M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$28.3M
2
JP Morgan Chase
JP Morgan Chase
New York
-$20.5M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$11.2M
4
EDRH
Edmond de Rothschild Holding
Switzerland
-$5.83M
5
TSS
Two Sigma Securities
New York
-$5.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$53M +$20.1M +677,168 +60%
Morgan Stanley
2
Morgan Stanley
New York
$41.5M +$5.06M +170,559 +14%
Barclays
3
Barclays
United Kingdom
$29.4M – – –
Wells Fargo
4
Wells Fargo
California
$10.5M +$71.7K +2,418 +0.7%
Public Sector Pension Investment Board (PSP Investments)
5
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$10.3M -$1.93M -65,000 -16%
UBS Group
6
UBS Group
Switzerland
$8.7M +$63.2K +2,130 +0.7%
PWM
7
Patriot Wealth Management
Texas
$8.11M +$8.18M +275,714 New
FIM
8
Foresters Investment Management
New York
$5.88M +$5.93M +200,000 New
PNC Financial Services Group
9
PNC Financial Services Group
Pennsylvania
$5.11M -$2.05K -69 -0%
BNP Paribas Financial Markets
10
BNP Paribas Financial Markets
France
$5.1M -$11.2M -376,426 -68%
SCCM
11
Schafer Cullen Capital Management
New York
$2.46M +$2.48M +83,789 New
TFA
12
Toth Financial Advisory
Virginia
$2.34M -$692K -23,346 -23%
FMWA
13
Forvis Mazars Wealth Advisors
Missouri
$2.32M +$390K +13,136 +20%
Northern Trust
14
Northern Trust
Illinois
$2.1M -$67.7K -2,284 -3%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.1M +$1.71M +57,570 +420%
RCP
16
Rothschild Capital Partners
New York
$2.07M +$414K +13,977 +25%
SLF
17
Sun Life Financial
Ontario, Canada
$2.06M – – –
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$2.04M -$278K -9,388 -12%
GLA
19
Great Lakes Advisors
Illinois
$2.02M +$24.5K +825 +1%
Jane Street
20
Jane Street
New York
$2.01M +$2.02M +68,250 New
V
21
Veritable
Delaware
$2M -$190K -6,414 -9%
UCFA
22
United Capital Financial Advisors
Texas
$1.82M +$1.84M +61,920 New
Manulife (Manufacturers Life Insurance)
23
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$1.78M +$1.77M +59,692 +8,740%
TH
24
Timber Hill
Connecticut
$1.71M +$1.44M +48,617 +509%
LPL Financial
25
LPL Financial
California
$1.68M +$484K +16,326 +40%
1
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IYZ Hedge Fund Activity: Q4 2017 in Review

120 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q4 2017, worth a combined $239M — down 12% from $271M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IYZ positions and 14 closed out — a net gain of 14 holders — while 34 added to existing stakes and 32 trimmed.

The largest buyer was Bank of America, adding an estimated $20.1M. The largest seller was Ameriprise, cutting an estimated $28.3M.

  • 120 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q4 2017, up from 106 in Q3 2017.
  • Funds reported $239M of iShares US Telecommunications ETF stock for Q4 2017, down 12% quarter-over-quarter.
  • 28 funds opened new iShares US Telecommunications ETF positions in Q4 2017 and 14 closed out, a net change of +14 holders.
  • The largest iShares US Telecommunications ETF buyer in Q4 2017 was Bank of America, an estimated $20.1M added.
  • The largest iShares US Telecommunications ETF seller in Q4 2017 was Ameriprise, an estimated $28.3M sold.

Based on aggregated 13F filings for Q4 2017.