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iShares US Telecommunications ETF
IYZ

124 hedge funds and large institutions have $298M invested in iShares US Telecommunications ETF in 2021 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

124% more call options, than puts

Call options by funds: $1.74M | Put options by funds: $779K

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

1% more funds holding

Funds holding: 123 → 124 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7.25% less ownership

Funds ownership: 78.08% → 70.83% (-7.3%)

13% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 39

17% less capital invested

Capital invested by funds: $359M → $298M (-$61.6M)

Holders
124
Holders Change
+1
Holders Change %
+0.81%
% of All Funds
2.17%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
14
Increased
34
Reduced
39
Closed
11
Calls
$1.74M
Puts
$779K
Net Calls
+$964K
Net Calls Change
-$300K

Top Buyers

1
Citigroup
Citigroup
New York
+$2.47M
2
Goldman Sachs
Goldman Sachs
New York
+$1.91M
3
Two Sigma Investments
Two Sigma Investments
New York
+$1.6M
4
Wells Fargo
Wells Fargo
California
+$1.56M
5
Two Sigma Advisers
Two Sigma Advisers
New York
+$812K

Top Sellers

1
Russell Investments Group
Russell Investments Group
United Kingdom
-$36.6M
2
Millennium Management
Millennium Management
New York
-$9.12M
3
LMIM
Lockheed Martin Investment Management
Maryland
-$6.58M
4
Bank of America
Bank of America
North Carolina
-$5.15M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$4.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
LMIM
1
Lockheed Martin Investment Management
Maryland
$108M -$6.58M -195,100 -6%
Morgan Stanley
2
Morgan Stanley
New York
$44.1M -$1.1M -32,525 -2%
Bank of America
3
Bank of America
North Carolina
$19.7M -$5.15M -152,842 -20%
Wells Fargo
4
Wells Fargo
California
$13.9M +$1.56M +46,249 +12%
OPS
5
Orion Portfolio Solutions
Nebraska
$13.2M -$476K -14,137 -3%
KCM
6
Karp Capital Management
California
$10.6M +$349K +10,356 +3%
Goldman Sachs
7
Goldman Sachs
New York
$9.78M +$1.91M +56,618 +23%
KAS
8
Kestra Advisory Services
Texas
$7.1M +$162K +4,808 +2%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$6.24M +$705K +20,924 +12%
UBS Group
10
UBS Group
Switzerland
$4.53M -$164K -4,872 -3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$3.83M +$233K +6,914 +6%
Citigroup
12
Citigroup
New York
$3.44M +$2.47M +73,201 +223%
SC
13
Sierra Capital
Florida
$2.67M – – –
GLA
14
Great Lakes Advisors
Illinois
$2.44M +$34K +1,010 +1%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$2.33M +$626K +18,561 +37%
WI
16
Wintrust Investments
Illinois
$2.18M -$22.5K -668 -1%
Truist Financial
17
Truist Financial
North Carolina
$2.09M +$525K +15,585 +32%
Millennium Management
18
Millennium Management
New York
$2.07M -$9.12M -270,697 -81%
PNC Financial Services Group
19
PNC Financial Services Group
Pennsylvania
$2.07M +$1.55K +46 +0.1%
DWM
20
Destination Wealth Management
California
$2.06M -$33.2K -984 -2%
LPL Financial
21
LPL Financial
California
$1.92M -$416K -12,329 -17%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$1.79M +$461K +13,681 +33%
Two Sigma Investments
23
Two Sigma Investments
New York
$1.78M +$1.6M +47,600 +652%
NB
24
NBT Bank
New York
$1.61M -$9.47K -281 -0.6%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$1.6M +$33.3K +987 +2%
1
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IYZ Hedge Fund Activity: Q3 2021 in Review

124 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q3 2021, worth a combined $298M — down 17% from $359M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IYZ positions and 11 closed out — a net gain of 3 holders — while 34 added to existing stakes and 39 trimmed.

The largest buyer was Citigroup, adding an estimated $2.47M. The largest seller was Russell Investments Group, exiting entirely with an estimated $36.6M sold.

  • 124 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q3 2021, up from 123 in Q2 2021.
  • Funds reported $298M of iShares US Telecommunications ETF stock for Q3 2021, down 17% quarter-over-quarter.
  • 14 funds opened new iShares US Telecommunications ETF positions in Q3 2021 and 11 closed out, a net change of +3 holders.
  • The largest iShares US Telecommunications ETF buyer in Q3 2021 was Citigroup, an estimated $2.47M added.
  • The largest iShares US Telecommunications ETF seller in Q3 2021 was Russell Investments Group, an estimated $36.6M sold.

Based on aggregated 13F filings for Q3 2021.