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iShares US Telecommunications ETF
IYZ

Overview Fund Activity

117 hedge funds and large institutions have $275M invested in iShares US Telecommunications ETF in 2019 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 21 increasing their positions, 40 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+5
Holders Change %
+4.46%
% of All Funds
2.31%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
22
Increased
21
Reduced
40
Closed
17
Calls
$1.48M
Puts
$409K
Net Calls
+$1.07M
Net Calls Change
-$95K

Top Buyers

1
Barclays
Barclays
United Kingdom
$7.47M
2
Goldman Sachs
Goldman Sachs
New York
$7.58M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$5.71M
4
CA
Cumberland Advisors
Florida
$14.8M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.6M

Top Sellers

1
ACI
AMP Capital Investors
Australia
$0
2
TEE
Tibra Equities Europe
United Kingdom
$2.13M
3
PL
Polianta Ltd
Jersey
$0
4
TAM
Tocqueville Asset Management
New York
$1.54M
5
WP
WealthSource Partners
California
$2.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
LMIM
1
Lockheed Martin Investment Management
Maryland
$85.9M – – –
Morgan Stanley
2
Morgan Stanley
New York
$40.8M -$1.64M -54,849 -4%
Bank of America
3
Bank of America
North Carolina
$25.2M -$1.52M -50,798 -6%
CA
4
Cumberland Advisors
Florida
$14.8M +$1.35M +45,070 +10%
UBS Group
5
UBS Group
Switzerland
$10.1M -$306K -10,226 -3%
BNP Paribas Financial Markets
6
BNP Paribas Financial Markets
France
$8.8M -$136K -4,536 -2%
Wells Fargo
7
Wells Fargo
California
$8.43M -$294K -9,826 -3%
Goldman Sachs
8
Goldman Sachs
New York
$7.58M +$5.98M +200,000 +373%
Barclays
9
Barclays
United Kingdom
$7.47M +$7.47M +250,000 New
KCM
10
Karp Capital Management
California
$6.68M +$374K +12,520 +6%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$5.71M +$3.59M +120,124 +169%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.6M +$1.05M +35,187 +41%
Citadel Advisors
13
Citadel Advisors
Florida
$3.03M +$891K +29,820 +42%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$2.76M -$59.5K -1,993 -2%
TFA
15
Toth Financial Advisory
Virginia
$2.37M -$20.6K -690 -0.9%
WP
16
WealthSource Partners
California
$2.26M -$2.06M -68,764 -48%
TEE
17
Tibra Equities Europe
United Kingdom
$2.13M -$12M -400,342 -85%
GLA
18
Great Lakes Advisors
Illinois
$2.12M -$18.8K -630 -0.9%
LPL Financial
19
LPL Financial
California
$1.95M +$103K +3,442 +6%
DY
20
Dowling & Yahnke
California
$1.88M -$49.9K -1,670 -3%
DWM
21
Destination Wealth Management
California
$1.86M -$72.4K -2,422 -4%
PP
22
PagnatoKarp Partners
Virginia
$1.65M – – –
Ameriprise
23
Ameriprise
Minnesota
$1.59M -$149K -4,977 -9%
SCCM
24
Schafer Cullen Capital Management
New York
$1.58M +$727K +24,313 +86%
TAM
25
Tocqueville Asset Management
New York
$1.54M -$9.16M -306,530 -86%
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