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iShares US Telecommunications ETF
IYZ

Overview Fund Activity

124 hedge funds and large institutions have $280M invested in iShares US Telecommunications ETF in 2019 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 23 increasing their positions, 43 reducing their positions, and 16 closing their positions.

Holders
124
Holders Change
+5
Holders Change %
+4.2%
% of All Funds
2.69%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.04%
New
24
Increased
23
Reduced
43
Closed
16
Calls
$1.91M
Puts
–
Net Calls
+$1.91M
Net Calls Change
+$44K

Top Buyers

1
WP
1
WealthSource Partners
California
$7.7M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$16.3M
3
ASN
3
Advisory Services Network
Georgia
$3.87M
4
TEE
4
Tibra Equities Europe
United Kingdom
$3.51M
5
Citadel Advisors
5
Citadel Advisors
Florida
$4.41M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$48.7M
2
SCCM
2
Schafer Cullen Capital Management
New York
$0
3
UBS Group
3
UBS Group
Switzerland
$8.71M
4
IWA
4
IBEX Wealth Advisors
New Jersey
$0
5
TFA
5
Transamerica Financial Advisors
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
LMIM
1
Lockheed Martin Investment Management
Maryland
$58.9M 1,979,700 – –
Morgan Stanley
2
Morgan Stanley
New York
$48.7M 1,639,080 -743,055 -31%
Bank of America
3
Bank of America
North Carolina
$29.4M 986,930 -48,189 -5%
Wells Fargo
4
Wells Fargo
California
$16.6M 557,492 +36,174 +7%
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$16.3M 546,421 +234,317 +75%
TAM
6
Tocqueville Asset Management
New York
$9.75M 327,878 – –
UBS Group
7
UBS Group
Switzerland
$8.71M 292,775 -100,309 -26%
WP
8
WealthSource Partners
California
$7.7M 258,988 +258,988 New
Citadel Advisors
9
Citadel Advisors
Florida
$4.41M 148,250 +97,216 +190%
ASN
10
Advisory Services Network
Georgia
$3.87M 130,111 +130,061 +260,122%
Ameriprise
11
Ameriprise
Minnesota
$3.69M 124,169 +65,127 +110%
TRCT
12
Tower Research Capital (TRC)
New York
$3.58M 120,333 +41,314 +52%
TEE
13
Tibra Equities Europe
United Kingdom
$3.51M 117,847 +117,847 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$3.48M 117,068 -4,142 -3%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$3.36M 112,938 -6,756 -6%
SRSA
16
S.R. Schill & Associates
Washington
$3.32M 111,704 -5,186 -4%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$2.99M 100,405 +91,927 +1,084%
RWP
18
RWA Wealth Partners
Massachusetts
$2.88M 96,870 +37,856 +64%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.58M 86,819 -23,607 -21%
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$2.32M 77,874 -13,723 -15%
TFA
21
Toth Financial Advisory
Virginia
$2.25M 75,651 +1,812 +2%
GLA
22
Great Lakes Advisors
Illinois
$2.18M 73,282 -1,631 -2%
DY
23
Dowling & Yahnke
California
$1.99M 66,772 +20,708 +45%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$1.94M 65,362 -21,576 -25%
DWM
25
Destination Wealth Management
California
$1.92M 64,587 +3,606 +6%
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