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iShares US Telecommunications ETF
IYZ

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.

New
Increased
Maintained
Reduced
Closed

67,950% more call options, than puts

Call options by funds: $1.36M | Put options by funds: $2K

50% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 18

45% more capital invested

Capital invested by funds: $171M → $249M (+$77.7M)

25.22% more ownership

Funds ownership: 63.59% → 88.81% (+25%)

5% more funds holding

Funds holding: 118 → 124 (+6)

6% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 33

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
124
Holders Change
+6
Holders Change %
+5.08%
% of All Funds
1.81%
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
Morgan Stanley
New York
+$59.2M
2
VV
Verity & Verity
South Carolina
+$7.23M
3
Barclays
Barclays
United Kingdom
+$4.29M
4
WHG
Westwood Holdings Group
Texas
+$2.69M
5
CW
Connectus Wealth
Ohio
+$2.53M

Top Sellers

1
PCH
PGIM Custom Harvest
New Jersey
-$8.08M
2
SFCL
Strengthening Families & Communities LLC
Massachusetts
-$4.61M
3
Citigroup
Citigroup
New York
-$2.63M
4
OAM
Oppenheimer Asset Management
New York
-$2.33M
5
FHC
First Heartland Consultants
Missouri
-$1.72M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$104M +$59.2M +2,761,684 +152%
Bank of America
2
Bank of America
North Carolina
$20M +$1.41M +65,719 +8%
DWM
3
Dakota Wealth Management
Florida
$11.1M +$1.88M +87,786 +22%
RJFSA
4
Raymond James Financial Services Advisors
Florida
$7.79M +$517K +24,096 +8%
BCI
5
Brinker Capital Investments
Pennsylvania
$7.71M -$528K -24,614 -7%
OPS
6
Orion Portfolio Solutions
Nebraska
$7.71M -$528K -24,614 -7%
VV
7
Verity & Verity
South Carolina
$7.67M +$7.23M +337,084 New
Wells Fargo
8
Wells Fargo
California
$6.16M -$803K -37,431 -12%
BNP Paribas Financial Markets
9
BNP Paribas Financial Markets
France
$4.94M +$1.56M +72,641 +50%
Barclays
10
Barclays
United Kingdom
$4.55M +$4.29M +200,000 New
Citigroup
11
Citigroup
New York
$4.38M -$2.63M -122,526 -39%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.04M -$400K -18,672 -10%
UBS Group
13
UBS Group
Switzerland
$2.97M -$987K -46,049 -26%
ASN
14
Advisory Services Network
Georgia
$2.9M +$1.16M +54,130 +74%
RJA
15
Raymond James & Associates
Florida
$2.89M +$1.3M +60,790 +92%
WHG
16
Westwood Holdings Group
Texas
$2.86M +$2.69M +125,628 New
CW
17
Connectus Wealth
Ohio
$2.68M +$2.53M +117,802 New
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$2.55M +$191K +8,902 +9%
PCH
19
PGIM Custom Harvest
New Jersey
$2.51M -$8.08M -377,075 -77%
ACI
20
Alpha Cubed Investments
California
$2.15M +$2.03M +94,505 New
JP Morgan Chase
21
JP Morgan Chase
New York
$2.14M +$919K +42,887 +84%
GLA
22
Great Lakes Advisors
Illinois
$2.13M +$41.9K +1,952 +2%
C
23
Croban
Ohio
$2.02M +$1.61M +75,322 New
CAPTRUST Financial Advisors
24
CAPTRUST Financial Advisors
North Carolina
$1.94M -$202K -9,427 -10%
National Bank of Canada
25
National Bank of Canada
Quebec, Canada
$1.65M -$14.6K -683 -0.9%
1
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IYZ Hedge Fund Activity: Q4 2023 in Review

124 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q4 2023, worth a combined $249M — up 45% from $171M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IYZ positions and 18 closed out — a net gain of 9 holders — while 35 added to existing stakes and 33 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $59.2M. The largest seller was PGIM Custom Harvest, cutting an estimated $8.08M.

  • 124 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q4 2023, up from 118 in Q3 2023.
  • Funds reported $249M of iShares US Telecommunications ETF stock for Q4 2023, up 45% quarter-over-quarter.
  • 27 funds opened new iShares US Telecommunications ETF positions in Q4 2023 and 18 closed out, a net change of +9 holders.
  • The largest iShares US Telecommunications ETF buyer in Q4 2023 was Morgan Stanley, an estimated $59.2M added.
  • The largest iShares US Telecommunications ETF seller in Q4 2023 was PGIM Custom Harvest, an estimated $8.08M sold.

Based on aggregated 13F filings for Q4 2023.