iShares US Telecommunications ETF
110 hedge funds and large institutions have $267M invested in iShares US Telecommunications ETF in 2020 Q2 according to their latest regulatory filings, with 23 funds opening new positions, 29 increasing their positions, 29 reducing their positions, and 15 closing their positions.
53% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 15
22% more capital invested
Capital invested by funds: $219M → $267M (+$48.3M)
12% more call options, than puts
Call options by funds: $1.47M | Put options by funds: $1.31M
8% more funds holding
Funds holding: 102 → 110 (+8)
0% more repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 29
0.54% less ownership
Funds ownership: 72.84% → 72.3% (-0.54%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LMIM
Lockheed Martin Investment Management
Bethesda,
Maryland
|
+$18.6M |
| 2 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$15.3M |
| 3 |
Barclays
London,
United Kingdom
|
+$6.79M |
| 4 |
Morgan Stanley
New York
|
+$6.08M |
| 5 |
WI
Wintrust Investments
Chicago,
Illinois
|
+$1.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CA
Cumberland Advisors
Sarasota,
Florida
|
-$12M |
| 2 |
JP Morgan Chase
New York
|
-$10.9M |
| 3 |
QA
Quantitative Advantage
Minnetonka,
Minnesota
|
-$4.48M |
| 4 |
SCCM
Schafer Cullen Capital Management
New York
|
-$3.4M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$2.23M |
IYZ Hedge Fund Activity: Q2 2020 in Review
110 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q2 2020, worth a combined $267M — up 22% from $219M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new IYZ positions and 15 closed out — a net gain of 8 holders — while 29 added to existing stakes and 29 trimmed.
The largest buyer was Lockheed Martin Investment Management, adding an estimated $18.6M. The largest seller was Cumberland Advisors, exiting entirely with an estimated $12M sold.
- 110 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q2 2020, up from 102 in Q1 2020.
- Funds reported $267M of iShares US Telecommunications ETF stock for Q2 2020, up 22% quarter-over-quarter.
- 23 funds opened new iShares US Telecommunications ETF positions in Q2 2020 and 15 closed out, a net change of +8 holders.
- The largest iShares US Telecommunications ETF buyer in Q2 2020 was Lockheed Martin Investment Management, an estimated $18.6M added.
- The largest iShares US Telecommunications ETF seller in Q2 2020 was Cumberland Advisors, an estimated $12M sold.
Based on aggregated 13F filings for Q2 2020.