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iShares US Telecommunications ETF
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Overview Fund Activity

124 hedge funds and large institutions have $249M invested in iShares US Telecommunications ETF in 2023 Q4 according to their latest regulatory filings, with 27 funds opening new positions, 35 increasing their positions, 33 reducing their positions, and 18 closing their positions.

Holders
124
Holders Change
+6
Holders Change %
+5.08%
% of All Funds
1.82%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
27
Increased
35
Reduced
33
Closed
18
Calls
$1.36M
Puts
$2K
Net Calls
+$1.36M
Net Calls Change
-$463K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$104M
2
VV
2
Verity & Verity
South Carolina
$7.67M
3
Barclays
3
Barclays
United Kingdom
$4.55M
4
WHG
4
Westwood Holdings Group
Texas
$2.86M
5
CW
5
Connectus Wealth
Ohio
$2.68M

Top Sellers

1
PCH
1
PGIM Custom Harvest
New Jersey
$2.51M
2
SFCL
2
Strengthening Families & Communities LLC
Massachusetts
$0
3
Citigroup
3
Citigroup
New York
$4.38M
4
OAM
4
Oppenheimer Asset Management
New York
$0
5
FHC
5
First Heartland Consultants
Missouri
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$104M 4,578,584 +2,761,684 +152%
Bank of America
2
Bank of America
North Carolina
$20M 878,522 +65,719 +8%
DWM
3
Dakota Wealth Management
Florida
$11.1M 489,571 +87,786 +22%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$7.79M 342,276 +24,096 +8%
BCI
5
Brinker Capital Investments
Pennsylvania
$7.71M 336,322 -24,614 -7%
OPS
6
Orion Portfolio Solutions
Nebraska
$7.71M 336,322 -24,614 -7%
VV
7
Verity & Verity
South Carolina
$7.67M 337,084 +337,084 New
Wells Fargo
8
Wells Fargo
California
$6.16M 270,699 -37,431 -12%
BNP Paribas Financial Markets
9
BNP Paribas Financial Markets
France
$4.94M 216,935 +72,641 +50%
Barclays
10
Barclays
United Kingdom
$4.55M 200,000 +200,000 New
Citigroup
11
Citigroup
New York
$4.38M 192,364 -122,526 -39%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.05M 177,801 -18,672 -10%
UBS Group
13
UBS Group
Switzerland
$2.97M 130,644 -46,049 -26%
ASN
14
Advisory Services Network
Georgia
$2.9M 127,394 +54,130 +74%
RJA
15
Raymond James & Associates
Florida
$2.89M 126,932 +60,790 +92%
WHG
16
Westwood Holdings Group
Texas
$2.86M 125,628 +125,628 New
CW
17
Connectus Wealth
Ohio
$2.68M 117,802 +117,802 New
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$2.55M 107,928 +8,902 +9%
PCH
19
PGIM Custom Harvest
New Jersey
$2.51M 110,375 -377,075 -77%
ACI
20
Alpha Cubed Investments
California
$2.15M 94,505 +94,505 New
JPMorgan Chase & Co
21
JPMorgan Chase & Co
New York
$2.14M 93,898 +42,887 +84%
GLA
22
Great Lakes Advisors
Illinois
$2.13M 93,650 +1,952 +2%
C
23
Croban
Ohio
$2.02M 75,322 +75,322 New
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$1.94M 85,091 -9,427 -10%
National Bank of Canada
25
National Bank of Canada
Quebec, Canada
$1.65M 72,286 -683 -0.9%
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