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iShares US Telecommunications ETF
IYZ

Overview Fund Activity

102 hedge funds and large institutions have $219M invested in iShares US Telecommunications ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 21 increasing their positions, 36 reducing their positions, and 23 closing their positions.

Holders
102
Holders Change
-15
Holders Change %
-12.82%
% of All Funds
2.25%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
12
Increased
21
Reduced
36
Closed
23
Calls
$1.62M
Puts
$413K
Net Calls
+$1.21M
Net Calls Change
+$135K

Top Buyers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$10M
2
QA
2
Quantitative Advantage
Minnesota
$4.48M
3
SCCM
3
Schafer Cullen Capital Management
New York
$3.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$2.32M
5
KCM
5
Karp Capital Management
California
$6.57M

Top Sellers

1
LMIM
1
Lockheed Martin Investment Management
Maryland
$57.3M
2
Barclays
2
Barclays
United Kingdom
$0
3
UBS Group
3
UBS Group
Switzerland
$4.47M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$4.11M
5
Bank of America
5
Bank of America
North Carolina
$18.6M
Name Market Value Shares Shares
Change 		Shares
Change %
LMIM
1
Lockheed Martin Investment Management
Maryland
$57.3M 2,303,892 -570,000 -20%
Morgan Stanley
2
Morgan Stanley
New York
$33.9M 1,363,755 -1,449 -0.1%
Bank of America
3
Bank of America
North Carolina
$18.6M 749,460 -92,332 -11%
CA
4
Cumberland Advisors
Florida
$12M 482,160 -12,560 -3%
IAIM
5
International Assets Investment Management
Florida
$11.2M 174,169 +174,169 New
JPMorgan Chase & Co
6
JPMorgan Chase & Co
New York
$10M 402,479 +400,066 +16,580%
Wells Fargo
7
Wells Fargo
California
$6.97M 280,656 -1,573 -0.6%
KCM
8
Karp Capital Management
California
$6.57M 264,513 +40,903 +18%
Goldman Sachs
9
Goldman Sachs
New York
$6.3M 253,550 – –
QA
10
Quantitative Advantage
Minnesota
$4.48M 180,356 +180,356 New
UBS Group
11
UBS Group
Switzerland
$4.47M 179,990 -156,764 -47%
BNP Paribas Financial Markets
12
BNP Paribas Financial Markets
France
$4.11M 165,408 -129,144 -44%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$3.45M 138,926 -52,250 -27%
SCCM
14
Schafer Cullen Capital Management
New York
$3.4M 136,817 +84,079 +159%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$2.6M 104,584 -15,794 -13%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$2.32M 93,442 +52,972 +131%
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$2.09M 84,049 -8,299 -9%
LPL Financial
18
LPL Financial
California
$1.88M 75,765 +10,543 +16%
GLA
19
Great Lakes Advisors
Illinois
$1.73M 69,613 -1,481 -2%
Citadel Advisors
20
Citadel Advisors
Florida
$1.58M 63,534 -38,020 -37%
DWM
21
Destination Wealth Management
California
$1.51M 60,889 -1,396 -2%
DY
22
Dowling & Yahnke
California
$1.47M 59,052 -4,015 -6%
PP
23
PagnatoKarp Partners
Virginia
$1.43M 57,338 +2,000 +4%
TAM
24
Tocqueville Asset Management
New York
$1.28M 51,648 – –
ACP
25
Aveo Capital Partners
Colorado
$1.21M 48,483 -794 -2%
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