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iShares US Telecommunications ETF
IYZ

128 hedge funds and large institutions have $291M invested in iShares US Telecommunications ETF in 2022 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 47 increasing their positions, 22 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

411% more call options, than puts

Call options by funds: $2.05M | Put options by funds: $401K

114% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 22

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less capital invested

Capital invested by funds: $303M → $291M (-$12.5M)

4% less funds holding

Funds holding: 134 → 128 (-6)

16.48% less ownership

Funds ownership: 79.65% → 63.16% (-16%)

21% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 24

Holders
128
Holders Change
-6
Holders Change %
-4.48%
% of All Funds
2.2%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
19
Increased
47
Reduced
22
Closed
24
Calls
$2.05M
Puts
$401K
Net Calls
+$1.65M
Net Calls Change
+$215K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$25.9M
2
Citigroup
Citigroup
New York
+$6.24M
3
Goldman Sachs
Goldman Sachs
New York
+$5.23M
4
SFCL
Strengthening Families & Communities LLC
Massachusetts
+$4.58M
5
IAN
Integrated Advisors Network
Texas
+$3.35M

Top Sellers

1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$7.78M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.43M
3
Prudential Financial
Prudential Financial
New Jersey
-$2.17M
4
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
-$1.33M
5
Two Sigma Advisers
Two Sigma Advisers
New York
-$1.02M
Name Holding Trade Value Shares
Change 		Change in
Stake
PF
1
Phoenix Financial
Israel
$84.2M – – –
Morgan Stanley
2
Morgan Stanley
New York
$59.2M +$25.9M +1,039,090 +58%
Citigroup
3
Citigroup
New York
$29.2M +$6.24M +250,108 +22%
Wells Fargo
4
Wells Fargo
California
$14.9M +$2.31M +92,477 +15%
Bank of America
5
Bank of America
North Carolina
$11M +$1.41M +56,630 +12%
Goldman Sachs
6
Goldman Sachs
New York
$8.93M +$5.23M +209,774 +96%
OPS
7
Orion Portfolio Solutions
Nebraska
$8.55M +$240K +9,618 +2%
JP Morgan Chase
8
JP Morgan Chase
New York
$5.33M +$1.69M +67,680 +36%
Two Sigma Investments
9
Two Sigma Investments
New York
$4.79M +$693K +27,800 +14%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$4.24M -$2.43M -97,473 -32%
SFCL
11
Strengthening Families & Communities LLC
Massachusetts
$3.83M +$4.58M +183,475 +310,975%
UBS Group
12
UBS Group
Switzerland
$2.88M +$453K +18,161 +15%
IAN
13
Integrated Advisors Network
Texas
$2.8M +$3.35M +134,208 New
Ameriprise
14
Ameriprise
Minnesota
$2.24M +$68.7K +2,756 +3%
BNP Paribas Financial Markets
15
BNP Paribas Financial Markets
France
$2.09M – – –
Fisher Asset Management
16
Fisher Asset Management
Washington
$1.97M +$761K +30,508 +48%
KAS
17
Kestra Advisory Services
Texas
$1.87M -$573K -22,995 -20%
GLA
18
Great Lakes Advisors
Illinois
$1.75M +$10.1K +405 +0.5%
BB
19
Busey Bank
Illinois
$1.54M -$196K -7,862 -10%
CAPTRUST Financial Advisors
20
CAPTRUST Financial Advisors
North Carolina
$1.54M +$1.76M +70,558 +2,234%
TRCT
21
Tower Research Capital (TRC)
New York
$1.47M +$1.12M +45,016 +177%
SPIA
22
Steward Partners Investment Advisory
New York
$1.44M +$1.12M +44,984 +186%
DWM
23
Destination Wealth Management
California
$1.29M +$121K +4,850 +8%
National Bank of Canada
24
National Bank of Canada
Quebec, Canada
$1.26M +$60.8K +2,438 +4%
Stifel Financial
25
Stifel Financial
Missouri
$1.25M +$34.7K +1,392 +2%
1
2 3 4 5

IYZ Hedge Fund Activity: Q3 2022 in Review

128 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q3 2022, worth a combined $291M — down 4.1% from $303M a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of IYZ and 19 opened new positions — a net loss of 5 holders — while 22 trimmed existing stakes and 47 added.

The largest buyer was Morgan Stanley, adding an estimated $25.9M. The largest seller was Mirae Asset Global Investments, exiting entirely with an estimated $7.78M sold.

  • 128 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q3 2022, down from 134 in Q2 2022.
  • Funds reported $291M of iShares US Telecommunications ETF stock for Q3 2022, down 4.1% quarter-over-quarter.
  • 19 funds opened new iShares US Telecommunications ETF positions in Q3 2022 and 24 closed out, a net change of -5 holders.
  • The largest iShares US Telecommunications ETF buyer in Q3 2022 was Morgan Stanley, an estimated $25.9M added.
  • The largest iShares US Telecommunications ETF seller in Q3 2022 was Mirae Asset Global Investments, an estimated $7.78M sold.

Based on aggregated 13F filings for Q3 2022.