iShares US Telecommunications ETF
156 hedge funds and large institutions have $360M invested in iShares US Telecommunications ETF in 2022 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 40 increasing their positions, 34 reducing their positions, and 20 closing their positions.
3,528% more call options, than puts
Call options by funds: $1.45M | Put options by funds: $40K
155% more first-time investments, than exits
New positions opened: 51 | Existing positions closed: 20
34.05% more ownership
Funds ownership: 63.16% → 97.21% (+34%)
23% more capital invested
Capital invested by funds: $292M → $360M (+$67.8M)
22% more funds holding
Funds holding: 128 → 156 (+28)
18% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 34
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$18.9M |
| 2 |
Citigroup
New York
|
+$18.1M |
| 3 |
RCYC
Richard C. Young & Co
Newport,
Rhode Island
|
+$15.2M |
| 4 |
Chevy Chase Trust
Bethesda,
Maryland
|
+$12.5M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$10.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PF
Phoenix Financial
Givatayim,
Israel
|
-$84.2M |
| 2 |
Goldman Sachs
New York
|
-$5.8M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$4.77M |
| 4 |
IAN
Integrated Advisors Network
Dallas,
Texas
|
-$2.8M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.07M |
IYZ Hedge Fund Activity: Q4 2022 in Review
156 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q4 2022, worth a combined $360M — up 23% from $292M a quarter earlier.
Buyers outnumbered sellers: 51 funds opened new IYZ positions and 20 closed out — a net gain of 31 holders — while 40 added to existing stakes and 34 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $18.9M. The largest seller was Phoenix Financial, exiting entirely with an estimated $84.2M sold.
- 156 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q4 2022, up from 128 in Q3 2022.
- Funds reported $360M of iShares US Telecommunications ETF stock for Q4 2022, up 23% quarter-over-quarter.
- 51 funds opened new iShares US Telecommunications ETF positions in Q4 2022 and 20 closed out, a net change of +31 holders.
- The largest iShares US Telecommunications ETF buyer in Q4 2022 was Morgan Stanley, an estimated $18.9M added.
- The largest iShares US Telecommunications ETF seller in Q4 2022 was Phoenix Financial, an estimated $84.2M sold.
Based on aggregated 13F filings for Q4 2022.