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iShares US Telecommunications ETF
IYZ

134 hedge funds and large institutions have $282M invested in iShares US Telecommunications ETF in 2025 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 31 increasing their positions, 48 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% less funds holding

Funds holding: 154 → 134 (-20)

17.58% less ownership

Funds ownership: 93.35% → 75.77% (-18%)

35% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 48

41% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 39

75% less capital invested

Capital invested by funds: $1.13B → $282M (-$849M)

80% less funds holding in top 10

Funds holding in top 10: 5 → 1 (-4)

Holders
134
Holders Change
-20
Holders Change %
-12.99%
% of All Funds
1.8%
Holding in Top 10
1
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-80%
% of All Funds
0.01%
New
23
Increased
31
Reduced
48
Closed
39
Calls
$1.63M
Puts
–
Net Calls
+$1.63M
Net Calls Change
-$1.29M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$37.8M
2
Wells Fargo
Wells Fargo
California
+$5.95M
3
Goldman Sachs
Goldman Sachs
New York
+$5.9M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$5.48M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$4.45M

Top Sellers

1
Barclays
Barclays
United Kingdom
-$20.1M
2
Citigroup
Citigroup
New York
-$18.7M
3
CFA
Camarda Financial Advisors
Florida
-$15.6M
4
IAA
Independent Advisor Alliance
North Carolina
-$14.5M
5
AWM
Apollon Wealth Management
South Carolina
-$12.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$46.9M +$37.8M +1,368,888 +397%
Morgan Stanley
2
Morgan Stanley
New York
$41.7M -$4.44M -160,719 -10%
Citigroup
3
Citigroup
New York
$26.5M -$18.7M -676,303 -41%
Wells Fargo
4
Wells Fargo
California
$13M +$5.95M +215,346 +83%
Raymond James Financial
5
Raymond James Financial
Florida
$10.2M -$7.22M -261,511 -41%
BCI
6
Brinker Capital Investments
Pennsylvania
$9.39M -$927K -33,564 -9%
OPS
7
Orion Portfolio Solutions
Nebraska
$9.39M -$927K -33,564 -9%
LPL Financial
8
LPL Financial
California
$9.21M -$2.9M -104,921 -24%
BNP Paribas Financial Markets
9
BNP Paribas Financial Markets
France
$8.74M +$5.48M +198,556 +165%
Goldman Sachs
10
Goldman Sachs
New York
$7.35M +$5.9M +213,827 +393%
SFC
11
Summit Financial Consulting
Michigan
$6.12M +$6.17M +223,389 New
Renaissance Technologies
12
Renaissance Technologies
New York
$5.57M +$3.06M +110,700 +120%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$5.01M +$2.51M +90,787 +99%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.53M +$203K +7,358 +5%
Qube Research & Technologies (QRT)
15
Qube Research & Technologies (QRT)
United Kingdom
$4.41M +$4.45M +161,183 New
AWM
16
AE Wealth Management
Kansas
$3.55M -$4.26M -154,315 -54%
UBS Group
17
UBS Group
Switzerland
$3.54M +$863K +31,263 +32%
ASN
18
Advisory Services Network
Georgia
$3.51M +$146K +5,287 +4%
BAAM
19
Baker Avenue Asset Management
California
$3.35M +$3.37M +122,210 New
PFA
20
Pinnacle Family Advisors
Missouri
$3.04M -$85.8K -3,108 -3%
EE
21
EWG Elevate
California
$3M +$324K +11,746 +12%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.69M -$94.3K -3,417 -3%
National Bank of Canada
23
National Bank of Canada
Quebec, Canada
$2.39M -$10.3K -372 -0.4%
PCH
24
PGIM Custom Harvest
New Jersey
$2.31M – – –
SHFP
25
Second Half Financial Partners
Florida
$2.28M +$2.09M +75,653 +1,001%
1
2 3 4 5

IYZ Hedge Fund Activity: Q1 2025 in Review

134 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q1 2025, worth a combined $282M — down 75% from $1.13B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of IYZ and 23 opened new positions — a net loss of 16 holders — while 48 trimmed existing stakes and 31 added.

The largest buyer was Bank of America, adding an estimated $37.8M. The largest seller was Barclays, exiting entirely with an estimated $20.1M sold.

  • 134 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q1 2025, down from 154 in Q4 2024.
  • Funds reported $282M of iShares US Telecommunications ETF stock for Q1 2025, down 75% quarter-over-quarter.
  • 23 funds opened new iShares US Telecommunications ETF positions in Q1 2025 and 39 closed out, a net change of -16 holders.
  • The largest iShares US Telecommunications ETF buyer in Q1 2025 was Bank of America, an estimated $37.8M added.
  • The largest iShares US Telecommunications ETF seller in Q1 2025 was Barclays, an estimated $20.1M sold.

Based on aggregated 13F filings for Q1 2025.