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iShares US Telecommunications ETF
IYZ

116 hedge funds and large institutions have $326M invested in iShares US Telecommunications ETF in 2020 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 36 increasing their positions, 27 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 14

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

33% more repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 27

26% more capital invested

Capital invested by funds: $258M → $326M (+$68M)

16% more call options, than puts

Call options by funds: $1.32M | Put options by funds: $1.15M

10% more funds holding

Funds holding: 105 → 116 (+11)

2.53% more ownership

Funds ownership: 71.05% → 73.58% (+2.5%)

Holders
116
Holders Change
+11
Holders Change %
+10.48%
% of All Funds
2.05%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
26
Increased
36
Reduced
27
Closed
14
Calls
$1.32M
Puts
$1.15M
Net Calls
+$180K
Net Calls Change
-$602K

Top Buyers

1
LMIM
Lockheed Martin Investment Management
Maryland
+$14.3M
2
IAIM
International Assets Investment Management
Florida
+$9.73M
3
Goldman Sachs
Goldman Sachs
New York
+$5.35M
4
AIA
Avalon Investment & Advisory
Texas
+$4.13M
5
Citadel Advisors
Citadel Advisors
Florida
+$2.87M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$5.44M
2
Morgan Stanley
Morgan Stanley
New York
-$5M
3
Bank of America
Bank of America
North Carolina
-$3.04M
4
WI
Wintrust Investments
Illinois
-$1.85M
5
Two Sigma Investments
Two Sigma Investments
New York
-$1.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
LMIM
1
Lockheed Martin Investment Management
Maryland
$105M +$14.3M +495,000 +17%
Morgan Stanley
2
Morgan Stanley
New York
$46.9M -$5M -172,850 -10%
IAIM
3
International Assets Investment Management
Florida
$23.7M +$9.73M +336,326 New
Bank of America
4
Bank of America
North Carolina
$19.7M -$3.04M -105,257 -14%
Goldman Sachs
5
Goldman Sachs
New York
$15.4M +$5.35M +184,824 +57%
OPS
6
Orion Portfolio Solutions
Nebraska
$14.2M -$811K -28,039 -6%
KCM
7
Karp Capital Management
California
$8.59M +$406K +14,026 +5%
Wells Fargo
8
Wells Fargo
California
$8.37M +$308K +10,646 +4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$6.72M +$1.88M +65,156 +41%
KAS
10
Kestra Advisory Services
Texas
$6.3M +$531K +18,351 +10%
Citadel Advisors
11
Citadel Advisors
Florida
$5.72M +$2.87M +99,156 +110%
BNP Paribas Financial Markets
12
BNP Paribas Financial Markets
France
$4.32M -$67.8K -2,346 -2%
AIA
13
Avalon Investment & Advisory
Texas
$4.31M +$4.13M +142,670 New
PS
14
Planned Solutions
California
$4.21M +$41.4K +1,431 +1%
UBS Group
15
UBS Group
Switzerland
$3.73M +$11.7K +405 +0.3%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$3.08M +$249K +8,614 +9%
TRCT
17
Tower Research Capital (TRC)
New York
$2.57M +$2M +69,306 +441%
LPL Financial
18
LPL Financial
California
$2.33M -$332K -11,469 -13%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$2.28M -$552K -19,087 -20%
GLA
20
Great Lakes Advisors
Illinois
$2.14M +$10.3K +356 +0.5%
HighTower Advisors
21
HighTower Advisors
Illinois
$1.98M -$186K -6,416 -9%
DWM
22
Destination Wealth Management
California
$1.8M -$80.9K -2,796 -4%
RJA
23
Raymond James & Associates
Florida
$1.8M +$194K +6,710 +13%
JMPWA
24
JP Morgan Private Wealth Advisors
California
$1.78M +$1.71M +59,013 New
CAM
25
Cresset Asset Management
Illinois
$1.62M +$68.2K +2,358 +5%
1
2 3 4 5

IYZ Hedge Fund Activity: Q4 2020 in Review

116 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q4 2020, worth a combined $326M — up 26% from $258M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IYZ positions and 14 closed out — a net gain of 12 holders — while 36 added to existing stakes and 27 trimmed.

The largest buyer was Lockheed Martin Investment Management, adding an estimated $14.3M. The largest seller was Barclays, exiting entirely with an estimated $5.44M sold.

  • 116 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q4 2020, up from 105 in Q3 2020.
  • Funds reported $326M of iShares US Telecommunications ETF stock for Q4 2020, up 26% quarter-over-quarter.
  • 26 funds opened new iShares US Telecommunications ETF positions in Q4 2020 and 14 closed out, a net change of +12 holders.
  • The largest iShares US Telecommunications ETF buyer in Q4 2020 was Lockheed Martin Investment Management, an estimated $14.3M added.
  • The largest iShares US Telecommunications ETF seller in Q4 2020 was Barclays, an estimated $5.44M sold.

Based on aggregated 13F filings for Q4 2020.