iShares US Telecommunications ETF
IYZ
119 hedge funds and large institutions have $269M invested in iShares US Telecommunications ETF in 2018 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 26 increasing their positions, 39 reducing their positions, and 36 closing their positions.
873% more call options, than puts
Call options by funds: $2.08M | Put options by funds: $214K
5% less funds holding
Funds holding: 125 → 119 (-6)
14% less first-time investments, than exits
New positions opened: 31 | Existing positions closed: 36
33% less repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 39
40.13% less ownership
Funds ownership: 108.45% → 68.32% (-40%)
45% less capital inflows, than outflows
Capital inflows: $90M | Capital outflows: $164M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schafer Cullen Capital Management
New York
|
+$22.7M |
| 2 |
Morgan Stanley
New York
|
+$19M |
| 3 |
Lockheed Martin Investment Management
Bethesda,
Maryland
|
+$16.1M |
| 4 |
Tocqueville Asset Management
New York
|
+$9.19M |
| 5 |
S.R. Schill & Associates
Mercer Island,
Washington
|
+$3.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AMP Capital Investors
Sydney,
Australia
|
-$68.4M |
| 2 |
Nomura Holdings
Tokyo,
Japan
|
-$41.5M |
| 3 |
United Capital Financial Advisors
Irving,
Texas
|
-$8.55M |
| 4 |
Public Sector Pension Investment Board (PSP Investments)
Montreal,
Quebec, Canada
|
-$5.95M |
| 5 |
JP Morgan Chase
New York
|
-$5.43M |
IYZ Hedge Fund Activity: Q4 2018 in Review
119 of the 4,506 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q4 2018, worth a combined $269M — down 28% from $374M a quarter earlier.
Sellers outnumbered buyers: 36 funds closed out of IYZ and 31 opened new positions — a net loss of 5 holders — while 39 trimmed existing stakes and 26 added.
The largest buyer was Schafer Cullen Capital Management, opening a new position worth an estimated $22.7M. The largest seller was AMP Capital Investors, exiting entirely with an estimated $68.4M sold.
- 119 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q4 2018, down from 125 in Q3 2018.
- Funds reported $269M of iShares US Telecommunications ETF stock for Q4 2018, down 28% quarter-over-quarter.
- 31 funds opened new iShares US Telecommunications ETF positions in Q4 2018 and 36 closed out, a net change of -5 holders.
- The largest iShares US Telecommunications ETF buyer in Q4 2018 was Schafer Cullen Capital Management, an estimated $22.7M added.
- The largest iShares US Telecommunications ETF seller in Q4 2018 was AMP Capital Investors, an estimated $68.4M sold.
Based on aggregated 13F filings for Q4 2018.