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iShares US Telecommunications ETF

137 hedge funds and large institutions have $378M invested in iShares US Telecommunications ETF in 2022 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 44 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $1.58M | Put options by funds: $1.16M

4.98% less ownership

Funds ownership: 81.71%76.74% (-5%)

14% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 44

14% less funds holding

Funds holding: 159137 (-22)

14% less capital invested

Capital invested by funds: $438M → $378M (-$60.7M)

59% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 34

Holders
137
Holders Change
-22
Holders Change %
-13.84%
% of All Funds
2.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
38
Reduced
44
Closed
34
Calls
$1.58M
Puts
$1.16M
Net Calls
+$415K
Net Calls Change
-$631K
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
1
Prudential Financial
New Jersey
$134M -$12.1M -397,190 -8%
Morgan Stanley
2
Morgan Stanley
New York
$41.2M +$246K +8,073 +0.6%
PF
3
Phoenix Financial
Israel
$30.4M +$31M +1,016,578 New
Bank of America
4
Bank of America
North Carolina
$27.3M -$14.2M -464,863 -34%
Wells Fargo
5
Wells Fargo
California
$18.2M +$4.79M +156,819 +35%
Goldman Sachs
6
Goldman Sachs
New York
$12.8M +$702K +22,996 +6%
OPS
7
Orion Portfolio Solutions
Nebraska
$12.2M +$182K +5,960 +1%
KCM
8
Karp Capital Management
California
$7.21M -$4.55M -149,129 -38%
KAS
9
Kestra Advisory Services
Texas
$6.71M +$30.6K +1,002 +0.4%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$6.49M +$112K +3,671 +2%
Two Sigma Investments
11
Two Sigma Investments
New York
$5.49M +$5.23M +171,200 +1,359%
Millennium Management
12
Millennium Management
New York
$4.88M +$4.99M +163,302 New
Two Sigma Advisers
13
Two Sigma Advisers
New York
$3.93M +$3.3M +108,200 +466%
Marshall Wace
14
Marshall Wace
United Kingdom
$3.9M +$3.98M +130,516 New
UBS Group
15
UBS Group
Switzerland
$3.82M -$14.7M -482,078 -79%
Ameriprise
16
Ameriprise
Minnesota
$2.82M +$218K +7,156 +8%
BB
17
Busey Bank
Illinois
$2.63M -$94.4K -3,093 -3%
GLA
18
Great Lakes Advisors
Illinois
$2.45M +$109K +3,571 +5%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.27M -$1.3M -42,632 -36%
SPIA
20
Steward Partners Investment Advisory
New York
$2.02M +$2.06M +67,461 +25,361%
DWM
21
Destination Wealth Management
California
$1.78M -$67.3K -2,204 -4%
HG
22
Herbst Group
Connecticut
$1.75M -$14K -460 -0.8%
CAM
23
Cresset Asset Management
Illinois
$1.72M
LPL Financial
24
LPL Financial
California
$1.63M -$146K -4,782 -8%
Truist Financial
25
Truist Financial
North Carolina
$1.59M -$774K -25,356 -32%

IYZ Hedge Fund Activity: Q1 2022 in Review

137 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q1 2022, worth a combined $378M — down 14% from $438M a quarter earlier.

Sellers outnumbered buyers: 34 funds closed out of IYZ and 14 opened new positions — a net loss of 20 holders — while 44 trimmed existing stakes and 38 added.

The largest buyer was Phoenix Financial, opening a new position worth an estimated $31M. The largest seller was UBS Group, cutting an estimated $14.7M.

  • 137 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q1 2022, down from 159 in Q4 2021.
  • Funds reported $378M of iShares US Telecommunications ETF stock for Q1 2022, down 14% quarter-over-quarter.
  • 14 funds opened new iShares US Telecommunications ETF positions in Q1 2022 and 34 closed out, a net change of -20 holders.
  • The largest iShares US Telecommunications ETF buyer in Q1 2022 was Phoenix Financial, an estimated $31M added.
  • The largest iShares US Telecommunications ETF seller in Q1 2022 was UBS Group, an estimated $14.7M sold.

Based on aggregated 13F filings for Q1 2022.