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iShares US Telecommunications ETF
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Overview Fund Activity

132 hedge funds and large institutions have $269M invested in iShares US Telecommunications ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 52 reducing their positions, and 34 closing their positions.

Holders
132
Holders Change
-24
Holders Change %
-15.38%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
15
Increased
27
Reduced
52
Closed
34
Calls
$2.34M
Puts
$144K
Net Calls
+$2.19M
Net Calls Change
+$780K

Top Buyers

1
Citigroup
1
Citigroup
New York
$73.1M
2
BCI
2
Brinker Capital Investments
Pennsylvania
$8.31M
3
DWM
3
Dakota Wealth Management
Florida
$8.17M
4
EF
4
Empowered Funds
Pennsylvania
$3.15M
5
Corient Private Wealth
5
Corient Private Wealth
Florida
$2.75M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$47.3M
2
RCYC
2
Richard C. Young & Co
Rhode Island
$0
3
Chevy Chase Trust
3
Chevy Chase Trust
Maryland
$0
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$30.7K
5
RJA
5
Raymond James & Associates
Florida
$1.69M
Name Market Value Shares Shares
Change 		Shares
Change %
Citigroup
1
Citigroup
New York
$73.1M 3,155,887 +944,204 +43%
Morgan Stanley
2
Morgan Stanley
New York
$47.3M 2,044,151 -1,637,974 -44%
PCH
3
PGIM Custom Harvest
New Jersey
$21.3M 918,428 -90,913 -9%
Bank of America
4
Bank of America
North Carolina
$10.4M 447,898 -129,964 -22%
Wells Fargo
5
Wells Fargo
California
$10.3M 444,315 -57,910 -12%
OPS
6
Orion Portfolio Solutions
Nebraska
$8.31M 358,910 -47,297 -12%
BCI
7
Brinker Capital Investments
Pennsylvania
$8.31M 358,910 +358,910 New
DWM
8
Dakota Wealth Management
Florida
$8.17M 352,976 +352,976 New
RJFSA
9
Raymond James Financial Services Advisors
Florida
$6.38M 275,491 -116,128 -30%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$5.81M 250,686 -4,018 -2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.66M 201,374 -328,058 -62%
EF
12
Empowered Funds
Pennsylvania
$3.15M 136,113 +136,113 New
WLPWM
13
Walled Lake Planning & Wealth Management
Illinois
$2.77M 119,668 +5,618 +5%
Corient Private Wealth
14
Corient Private Wealth
Florida
$2.75M 118,665 +63,154 +114%
OAM
15
Oppenheimer Asset Management
New York
$2.62M 113,258 -1,275 -1%
UBS Group
16
UBS Group
Switzerland
$2.4M 103,837 -43,058 -29%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$2.28M 96,745 -20,699 -18%
CAPTRUST Financial Advisors
18
CAPTRUST Financial Advisors
North Carolina
$1.96M 84,623 -9,634 -10%
GLA
19
Great Lakes Advisors
Illinois
$1.95M 84,224 +1,409 +2%
RJA
20
Raymond James & Associates
Florida
$1.69M 73,183 -350,209 -83%
SPIA
21
Steward Partners Investment Advisory
New York
$1.63M 70,568 +18,461 +35%
RPA
22
Rock Point Advisors
Vermont
$1.63M 70,488 -6,129 -8%
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$1.6M 69,008 -18,211 -21%
ASN
24
Advisory Services Network
Georgia
$1.59M 68,450 +50,368 +279%
DWM
25
Destination Wealth Management
California
$1.53M 65,932 +5,224 +9%
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