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iShares US Telecommunications ETF

159 hedge funds and large institutions have $438M invested in iShares US Telecommunications ETF in 2021 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 49 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

318% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 11

206% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $507K

81% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 27

47% more capital invested

Capital invested by funds: $298M → $438M (+$141M)

28% more funds holding

Funds holding: 124159 (+35)

10.89% more ownership

Funds ownership: 70.83%81.71% (+11%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
159
Holders Change
+35
Holders Change %
+28.23%
% of All Funds
2.45%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
46
Increased
49
Reduced
27
Closed
11
Calls
$1.55M
Puts
$507K
Net Calls
+$1.05M
Net Calls Change
+$82K
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
1
Prudential Financial
New Jersey
$160M +$156M +4,859,283 +45,542%
Bank of America
2
Bank of America
North Carolina
$45.4M +$24.9M +773,475 +128%
Morgan Stanley
3
Morgan Stanley
New York
$45.1M +$412K +12,808 +0.9%
UBS Group
4
UBS Group
Switzerland
$20.1M +$15.1M +470,432 +337%
Wells Fargo
5
Wells Fargo
California
$14.9M +$848K +26,359 +6%
Goldman Sachs
6
Goldman Sachs
New York
$13.3M +$3.3M +102,508 +34%
OPS
7
Orion Portfolio Solutions
Nebraska
$13.2M -$160K -4,970 -1%
KCM
8
Karp Capital Management
California
$12.8M +$2.02M +62,841 +19%
KAS
9
Kestra Advisory Services
Texas
$7.36M +$154K +4,797 +2%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$7.02M +$679K +21,102 +11%
RCYC
11
Richard C. Young & Co
Rhode Island
$6.97M +$6.82M +211,817 New
PAIM
12
Punch & Associates Investment Management
Minnesota
$3.92M +$3.84M +119,243 New
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$3.9M +$16.8K +522 +0.4%
CAGAS
14
Capital Advisory Group Advisory Services
Minnesota
$3.83M +$1.04M +32,366 +3,371%
Citigroup
15
Citigroup
New York
$3.49M
IAN
16
Integrated Advisors Network
Texas
$3.42M +$3.34M +103,828 New
BB
17
Busey Bank
Illinois
$3M +$2.93M +91,180 New
Ameriprise
18
Ameriprise
Minnesota
$2.86M +$1.98M +61,576 +243%
SC
19
Sierra Capital
Florida
$2.76M
Truist Financial
20
Truist Financial
North Carolina
$2.58M +$457K +14,198 +22%
GLA
21
Great Lakes Advisors
Illinois
$2.58M +$101K +3,126 +4%
JP Morgan Chase
22
JP Morgan Chase
New York
$2.52M +$1.53M +47,561 +164%
WI
23
Wintrust Investments
Illinois
$2.27M +$59K +1,832 +3%
DWM
24
Destination Wealth Management
California
$2.04M -$49.4K -1,535 -2%
LPL Financial
25
LPL Financial
California
$1.95M +$4.54K +141 +0.2%

IYZ Hedge Fund Activity: Q4 2021 in Review

159 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q4 2021, worth a combined $438M — up 47% from $298M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IYZ positions and 11 closed out — a net gain of 35 holders — while 49 added to existing stakes and 27 trimmed.

The largest buyer was Prudential Financial, adding an estimated $156M. The largest seller was Lockheed Martin Investment Management, exiting entirely with an estimated $108M sold.

  • 159 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q4 2021, up from 124 in Q3 2021.
  • Funds reported $438M of iShares US Telecommunications ETF stock for Q4 2021, up 47% quarter-over-quarter.
  • 46 funds opened new iShares US Telecommunications ETF positions in Q4 2021 and 11 closed out, a net change of +35 holders.
  • The largest iShares US Telecommunications ETF buyer in Q4 2021 was Prudential Financial, an estimated $156M added.
  • The largest iShares US Telecommunications ETF seller in Q4 2021 was Lockheed Martin Investment Management, an estimated $108M sold.

Based on aggregated 13F filings for Q4 2021.