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iShares US Telecommunications ETF
IYZ

Overview Fund Activity

118 hedge funds and large institutions have $171M invested in iShares US Telecommunications ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 28 increasing their positions, 39 reducing their positions, and 18 closing their positions.

Holders
118
Holders Change
-4
Holders Change %
-3.28%
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
28
Reduced
39
Closed
18
Calls
$2.03M
Puts
$204K
Net Calls
+$1.82M
Net Calls Change
+$626K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$17.3M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$3.07M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$4.19M
4
FHC
4
First Heartland Consultants
Missouri
$1.72M
5
TRCT
5
Tower Research Capital (TRC)
New York
$1.84M

Top Sellers

1
Citigroup
1
Citigroup
New York
$6.71M
2
Morgan Stanley
2
Morgan Stanley
New York
$38.7M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.09M
4
PCH
4
PGIM Custom Harvest
New Jersey
$10.4M
5
LPL Financial
5
LPL Financial
California
$1.19M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$38.7M 1,816,900 -207,582 -10%
Bank of America
2
Bank of America
North Carolina
$17.3M 812,803 +381,140 +88%
PCH
3
PGIM Custom Harvest
New Jersey
$10.4M 487,450 -136,636 -22%
DWM
4
Dakota Wealth Management
Florida
$8.56M 401,785 +24,842 +7%
OPS
5
Orion Portfolio Solutions
Nebraska
$7.69M 360,936 -6,272 -2%
BCI
6
Brinker Capital Investments
Pennsylvania
$7.69M 360,936 -6,272 -2%
RJFSA
7
Raymond James Financial Services Advisors
Florida
$6.78M 318,180 +38,087 +14%
Citigroup
8
Citigroup
New York
$6.71M 314,890 -462,250 -59%
Wells Fargo
9
Wells Fargo
California
$6.56M 308,130 +22,832 +8%
SFCL
10
Strengthening Families & Communities LLC
Massachusetts
$4.61M 216,281 +7,163 +3%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.19M 196,473 +94,354 +92%
UBS Group
12
UBS Group
Switzerland
$3.76M 176,693 +60,828 +52%
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$3.07M 144,294 +136,324 +1,710%
OAM
14
Oppenheimer Asset Management
New York
$2.33M 109,560 -2,319 -2%
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$2.23M 99,026 -692 -0.7%
Goldman Sachs
16
Goldman Sachs
New York
$2.14M 100,606 +37,180 +59%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$2.01M 94,518 -11,080 -10%
GLA
18
Great Lakes Advisors
Illinois
$1.95M 91,698 +3,217 +4%
TRCT
19
Tower Research Capital (TRC)
New York
$1.84M 86,441 +63,988 +285%
FHC
20
First Heartland Consultants
Missouri
$1.72M 80,681 +80,681 New
Corient Private Wealth
21
Corient Private Wealth
Florida
$1.69M 79,127 -172 -0.2%
ASN
22
Advisory Services Network
Georgia
$1.56M 73,264 +45 +0.1%
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$1.53M 72,969 +1,415 +2%
DWM
24
Destination Wealth Management
California
$1.5M 70,656 +1,158 +2%
RJA
25
Raymond James & Associates
Florida
$1.41M 66,142 -3,190 -5%
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