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iShares US Telecommunications ETF

154 hedge funds and large institutions have $1.13B invested in iShares US Telecommunications ETF in 2024 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 34 increasing their positions, 34 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,350% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 4

450% more capital invested

Capital invested by funds: $206M → $1.13B (+$925M)

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

50% more funds holding

Funds holding: 103154 (+51)

10.51% more ownership

Funds ownership: 82.85%93.35% (+11%)

0% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 34

Holders
154
Holders Change
+51
Holders Change %
+49.51%
% of All Funds
2.03%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
58
Increased
34
Reduced
34
Closed
4
Calls
$2.92M
Puts
Net Calls
+$2.92M
Net Calls Change
+$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$711M +$707K +26,494 New
Morgan Stanley
2
Morgan Stanley
New York
$45.2M +$72.2K +2,706 +0.2%
Citigroup
3
Citigroup
New York
$44.1M +$12.6M +472,940 +40%
SP
4
Sherman Porfolios
Idaho
$25.8M +$25.7M +962,096 New
Barclays
5
Barclays
United Kingdom
$20.1M +$6.69M +250,650 +50%
Raymond James Financial
6
Raymond James Financial
Florida
$17M +$16.9M +633,009 New
CFA
7
Camarda Financial Advisors
Florida
$15.6M +$15.5M +579,855 New
IAA
8
Independent Advisor Alliance
North Carolina
$14.5M +$14.4M +540,791 New
AWM
9
Apollon Wealth Management
South Carolina
$12.9M +$12.9M +482,543 New
LPL Financial
10
LPL Financial
California
$11.8M +$10.3M +384,267 +676%
PRS
11
Pinkerton Retirement Specialists
Idaho
$11.8M +$11.8M +440,603 New
BCI
12
Brinker Capital Investments
Pennsylvania
$10.1M -$339K -12,711 -3%
OPS
13
Orion Portfolio Solutions
Nebraska
$10.1M -$339K -12,711 -3%
TC
14
TownSquare Capital
Utah
$9.6M +$9.55M +357,763 New
NG
15
Norden Group
Utah
$9.55M +$9.51M +356,118 New
Bank of America
16
Bank of America
North Carolina
$9.26M -$1.1M -41,042 -11%
MSAM
17
Moloney Securities Asset Management
Missouri
$8.27M +$8.23M +308,218 New
AWM
18
AE Wealth Management
Kansas
$7.62M +$7.58M +283,935 New
Wells Fargo
19
Wells Fargo
California
$6.93M +$991K +37,109 +17%
TSW
20
Three Seasons Wealth
Utah
$6.13M +$268K +10,026 +5%
VV
21
Verity & Verity
South Carolina
$5.98M +$5.95M +222,725 New
SFS
22
Sharp Financial Services
Pennsylvania
$5.2M +$5.17M +193,820 New
Osaic Holdings
23
Osaic Holdings
Arizona
$5.04M +$8.27M +309,589 +4,508%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$4.24M -$857K -32,086 -17%
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$4.22M +$3.69M +138,325 +726%

IYZ Hedge Fund Activity: Q4 2024 in Review

154 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q4 2024, worth a combined $1.13B — up 450% from $206M a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new IYZ positions and 4 closed out — a net gain of 54 holders — while 34 added to existing stakes and 34 trimmed.

The largest buyer was Camarda Financial Advisors, opening a new position worth an estimated $15.5M. The largest seller was Strengthening Families & Communities LLC, cutting an estimated $7.56M.

  • 154 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q4 2024, up from 103 in Q3 2024.
  • Funds reported $1.13B of iShares US Telecommunications ETF stock for Q4 2024, up 450% quarter-over-quarter.
  • 58 funds opened new iShares US Telecommunications ETF positions in Q4 2024 and 4 closed out, a net change of +54 holders.
  • The largest iShares US Telecommunications ETF buyer in Q4 2024 was Camarda Financial Advisors, an estimated $15.5M added.
  • The largest iShares US Telecommunications ETF seller in Q4 2024 was Strengthening Families & Communities LLC, an estimated $7.56M sold.

Based on aggregated 13F filings for Q4 2024.