iShares US Telecommunications ETF
IYZ
127 hedge funds and large institutions have $233M invested in iShares US Telecommunications ETF in 2018 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 40 increasing their positions, 35 reducing their positions, and 13 closing their positions.
54% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 13
41% more capital inflows, than outflows
Capital inflows: $47.9M | Capital outflows: $34M
14% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 35
10% more ownership
Funds ownership: 63.98% → 73.98% (+10%)
6% more funds holding
Funds holding: 120 → 127 (+7)
13% less call options, than puts
Call options by funds: $6.66M | Put options by funds: $7.68M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$10.4M |
| 2 |
JP Morgan Chase
New York
|
+$8.45M |
| 3 |
Credit Suisse
Zurich,
Switzerland
|
+$3M |
| 4 |
SG Americas Securities
New York
|
+$2.67M |
| 5 |
Tower Research Capital (TRC)
New York
|
+$1.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$19.9M |
| 2 |
Schafer Cullen Capital Management
New York
|
-$2.46M |
| 3 |
Sun Life Financial
Toronto,
Ontario, Canada
|
-$1.95M |
| 4 |
Jane Street
New York
|
-$1.16M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.03M |
IYZ Hedge Fund Activity: Q1 2018 in Review
127 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q1 2018, worth a combined $233M — down 2.5% from $239M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new IYZ positions and 13 closed out — a net gain of 7 holders — while 40 added to existing stakes and 35 trimmed.
The largest buyer was Citigroup, adding an estimated $10.4M. The largest seller was Bank of America, cutting an estimated $19.9M.
- 127 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q1 2018, up from 120 in Q4 2017.
- Funds reported $233M of iShares US Telecommunications ETF stock for Q1 2018, down 2.5% quarter-over-quarter.
- 20 funds opened new iShares US Telecommunications ETF positions in Q1 2018 and 13 closed out, a net change of +7 holders.
- The largest iShares US Telecommunications ETF buyer in Q1 2018 was Citigroup, an estimated $10.4M added.
- The largest iShares US Telecommunications ETF seller in Q1 2018 was Bank of America, an estimated $19.9M sold.
Based on aggregated 13F filings for Q1 2018.