We are live on ! Find out more
IYZ icon

iShares US Telecommunications ETF

103 hedge funds and large institutions have $206M invested in iShares US Telecommunications ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 33 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more capital invested

Capital invested by funds: $157M → $206M (+$49M)

8.67% more ownership

Funds ownership: 74.18%82.85% (+8.7%)

6% less funds holding

Funds holding: 110103 (-7)

24% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 33

30% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 20

Holders
103
Holders Change
-7
Holders Change %
-6.36%
% of All Funds
1.48%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
14
Increased
25
Reduced
33
Closed
20
Calls
$1.53M
Puts
Net Calls
+$1.53M
Net Calls Change
+$887K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$42.5M -$666K -28,914 -2%
Citigroup
2
Citigroup
New York
$29.6M +$25.6M +1,112,371 +1,908%
Barclays
3
Barclays
United Kingdom
$12.6M
RJFSA
4
Raymond James Financial Services Advisors
Florida
$10.4M +$1.92M +83,401 +26%
BCI
5
Brinker Capital Investments
Pennsylvania
$9.83M -$141K -6,136 -2%
OPS
6
Orion Portfolio Solutions
Nebraska
$9.83M -$141K -6,136 -2%
Bank of America
7
Bank of America
North Carolina
$9.76M -$331K -14,372 -4%
SFCL
8
Strengthening Families & Communities LLC
Massachusetts
$7.17M +$334K +14,507 +5%
Wells Fargo
9
Wells Fargo
California
$5.59M -$733K -31,844 -13%
TSW
10
Three Seasons Wealth
Utah
$5.52M +$5.03M +218,367 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.8M +$850K +36,892 +24%
PCM
12
Penserra Capital Management
California
$4.51M +$4.12M +178,682 New
GLA
13
Great Lakes Advisors
Illinois
$3.92M +$513K +22,261 +17%
PFA
14
Pinnacle Family Advisors
Missouri
$3.48M +$3.17M +137,809 New
Bank of Montreal
15
Bank of Montreal
Ontario, Canada
$3.13M +$5.69K +247 +0.2%
HighTower Advisors
16
HighTower Advisors
Illinois
$2.76M +$2.51M +109,174 New
ASN
17
Advisory Services Network
Georgia
$2.6M
UBS Group
18
UBS Group
Switzerland
$2.38M -$18.7K -811 -0.9%
CAPTRUST Financial Advisors
19
CAPTRUST Financial Advisors
North Carolina
$2.25M -$530 -23 -0%
National Bank of Canada
20
National Bank of Canada
Quebec, Canada
$2.24M +$18.2K +789 +0.9%
PCH
21
PGIM Custom Harvest
New Jersey
$2.13M -$118K -5,144 -6%
DWM
22
Destination Wealth Management
California
$1.96M +$32.2K +1,400 +2%
JP Morgan Chase
23
JP Morgan Chase
New York
$1.87M -$252K -10,960 -13%
RJA
24
Raymond James & Associates
Florida
$1.69M -$60.7K -2,637 -4%
SA
25
Sanctuary Advisors
Indiana
$1.53M +$47.9K +2,080 +4%

IYZ Hedge Fund Activity: Q3 2024 in Review

103 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q3 2024, worth a combined $206M — up 31% from $157M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of IYZ and 14 opened new positions — a net loss of 6 holders — while 33 trimmed existing stakes and 25 added.

The largest buyer was Citigroup, adding an estimated $25.6M. The largest seller was Millennium Management, exiting entirely with an estimated $5.43M sold.

  • 103 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q3 2024, down from 110 in Q2 2024.
  • Funds reported $206M of iShares US Telecommunications ETF stock for Q3 2024, up 31% quarter-over-quarter.
  • 14 funds opened new iShares US Telecommunications ETF positions in Q3 2024 and 20 closed out, a net change of -6 holders.
  • The largest iShares US Telecommunications ETF buyer in Q3 2024 was Citigroup, an estimated $25.6M added.
  • The largest iShares US Telecommunications ETF seller in Q3 2024 was Millennium Management, an estimated $5.43M sold.

Based on aggregated 13F filings for Q3 2024.