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iShares US Telecommunications ETF
IYZ

Overview Fund Activity

122 hedge funds and large institutions have $182M invested in iShares US Telecommunications ETF in 2023 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 31 increasing their positions, 46 reducing their positions, and 22 closing their positions.

Holders
122
Holders Change
-10
Holders Change %
-7.58%
% of All Funds
1.92%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
31
Reduced
46
Closed
22
Calls
$1.25M
Puts
$51K
Net Calls
+$1.2M
Net Calls Change
-$995K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$3.05M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$1.11M
3
FCFC
3
First Citizens Financial Corp
Iowa
$813K
4
DWM
4
Dakota Wealth Management
Florida
$8.33M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$730K

Top Sellers

1
Citigroup
1
Citigroup
New York
$17.2M
2
PCH
2
PGIM Custom Harvest
New Jersey
$13.8M
3
Wells Fargo
3
Wells Fargo
California
$6.31M
4
EF
4
Empowered Funds
Pennsylvania
$0
5
WLPWM
5
Walled Lake Planning & Wealth Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$44.7M 2,024,482 -19,669 -1%
Citigroup
2
Citigroup
New York
$17.2M 777,140 -2,378,747 -75%
PCH
3
PGIM Custom Harvest
New Jersey
$13.8M 624,086 -294,342 -32%
Bank of America
4
Bank of America
North Carolina
$9.54M 431,663 -16,235 -4%
DWM
5
Dakota Wealth Management
Florida
$8.33M 376,943 +23,967 +7%
BCI
6
Brinker Capital Investments
Pennsylvania
$8.12M 367,208 +8,298 +2%
OPS
7
Orion Portfolio Solutions
Nebraska
$8.12M 367,208 +8,298 +2%
Wells Fargo
8
Wells Fargo
California
$6.31M 285,298 -159,017 -36%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$6.19M 280,093 +4,602 +2%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$5.56M 251,781 +1,095 +0.4%
SFCL
11
Strengthening Families & Communities LLC
Massachusetts
$4.62M 209,118 +21,956 +12%
LPL Financial
12
LPL Financial
California
$3.05M 137,830 +72,915 +112%
UBS Group
13
UBS Group
Switzerland
$2.56M 115,865 +12,028 +12%
OAM
14
Oppenheimer Asset Management
New York
$2.47M 111,879 -1,379 -1%
CAPTRUST Financial Advisors
15
CAPTRUST Financial Advisors
North Carolina
$2.33M 105,598 +20,975 +25%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$2.26M 102,119 -99,255 -49%
Bank of Montreal
17
Bank of Montreal
Ontario, Canada
$2.21M 99,718 +2,973 +3%
GLA
18
Great Lakes Advisors
Illinois
$1.96M 88,481 +4,257 +5%
Corient Private Wealth
19
Corient Private Wealth
Florida
$1.75M 79,299 -39,366 -33%
ASN
20
Advisory Services Network
Georgia
$1.62M 73,219 +4,769 +7%
National Bank of Canada
21
National Bank of Canada
Quebec, Canada
$1.58M 71,554 +2,546 +4%
DWM
22
Destination Wealth Management
California
$1.54M 69,498 +3,566 +5%
RJA
23
Raymond James & Associates
Florida
$1.53M 69,332 -3,851 -5%
Goldman Sachs
24
Goldman Sachs
New York
$1.4M 63,426 +8,537 +16%
NB
25
NBT Bank
New York
$1.15M 52,071 -2,488 -5%
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