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iShares US Telecommunications ETF

112 hedge funds and large institutions have $314M invested in iShares US Telecommunications ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

128% more call options, than puts

Call options by funds: $2.08M | Put options by funds: $911K

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

17% more capital invested

Capital invested by funds: $269M → $314M (+$45M)

1.95% less ownership

Funds ownership: 65.23%63.28% (-2%)

6% less funds holding

Funds holding: 119112 (-7)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

54% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 39

Holders
112
Holders Change
-7
Holders Change %
-5.88%
% of All Funds
2.46%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.09%
New
13
Increased
18
Reduced
39
Closed
18
Calls
$2.08M
Puts
$911K
Net Calls
+$1.17M
Net Calls Change
-$25K
Name Holding Trade Value Shares
Change
Change in
Stake
LMIM
1
Lockheed Martin Investment Management
Maryland
$83.9M +$26.2M +894,192 +45%
Morgan Stanley
2
Morgan Stanley
New York
$41.5M -$4.94M -168,434 -11%
ACI
3
AMP Capital Investors
Australia
$27.4M +$27.6M +940,500 New
Bank of America
4
Bank of America
North Carolina
$26.1M +$2.05M +69,931 +9%
TEE
5
Tibra Equities Europe
United Kingdom
$13.8M +$6.2M +211,195 +81%
CA
6
Cumberland Advisors
Florida
$13.1M +$7.52M +256,480 +133%
PL
7
Polianta Ltd
Jersey
$11.5M +$11.6M +394,800 New
TAM
8
Tocqueville Asset Management
New York
$10.5M +$889K +30,300 +9%
UBS Group
9
UBS Group
Switzerland
$10.1M +$2.13M +72,695 +27%
BNP Paribas Financial Markets
10
BNP Paribas Financial Markets
France
$8.73M -$7.25M -247,051 -45%
Wells Fargo
11
Wells Fargo
California
$8.53M -$6.51M -222,032 -43%
KCM
12
Karp Capital Management
California
$6.16M +$1.89M +64,600 +44%
WP
13
WealthSource Partners
California
$4.21M +$4.23M +144,318 New
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$2.75M -$316K -10,785 -10%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.49M -$1.19M -40,434 -32%
TFA
16
Toth Financial Advisory
Virginia
$2.33M +$17K +580 +0.7%
Citadel Advisors
17
Citadel Advisors
Florida
$2.1M -$590K -20,104 -22%
GLA
18
Great Lakes Advisors
Illinois
$2.09M -$35.1K -1,196 -2%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$2.08M +$100K +3,411 +5%
DY
20
Dowling & Yahnke
California
$1.89M -$26K -885 -1%
DWM
21
Destination Wealth Management
California
$1.89M -$10.3K -351 -0.5%
LPL Financial
22
LPL Financial
California
$1.8M +$52.8K +1,801 +3%
Ameriprise
23
Ameriprise
Minnesota
$1.68M -$69.9K -2,384 -4%
PP
24
PagnatoKarp Partners
Virginia
$1.62M
ACP
25
Aveo Capital Partners
Colorado
$1.59M -$33.6K -1,146 -2%

IYZ Hedge Fund Activity: Q3 2019 in Review

112 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q3 2019, worth a combined $314M — up 17% from $269M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of IYZ and 13 opened new positions — a net loss of 5 holders — while 39 trimmed existing stakes and 18 added.

The largest buyer was AMP Capital Investors, opening a new position worth an estimated $27.6M. The largest seller was Credit Suisse, exiting entirely with an estimated $9.84M sold.

  • 112 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q3 2019, down from 119 in Q2 2019.
  • Funds reported $314M of iShares US Telecommunications ETF stock for Q3 2019, up 17% quarter-over-quarter.
  • 13 funds opened new iShares US Telecommunications ETF positions in Q3 2019 and 18 closed out, a net change of -5 holders.
  • The largest iShares US Telecommunications ETF buyer in Q3 2019 was AMP Capital Investors, an estimated $27.6M added.
  • The largest iShares US Telecommunications ETF seller in Q3 2019 was Credit Suisse, an estimated $9.84M sold.

Based on aggregated 13F filings for Q3 2019.