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iShares US Telecommunications ETF

152 hedge funds and large institutions have $419M invested in iShares US Telecommunications ETF in 2025 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 45 increasing their positions, 45 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more funds holding in top 10

Funds holding in top 10: 15 (+4)

106% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 18

49% more capital invested

Capital invested by funds: $282M → $419M (+$137M)

23.36% more ownership

Funds ownership: 75.77%99.13% (+23%)

13% more funds holding

Funds holding: 134152 (+18)

0% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 45

Holders
152
Holders Change
+18
Holders Change %
+13.43%
% of All Funds
2%
Holding in Top 10
5
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+400%
% of All Funds
0.07%
New
37
Increased
45
Reduced
45
Closed
18
Calls
$45.3M
Puts
Net Calls
+$45.3M
Net Calls Change
+$43.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$54.4M +$8.32M +302,740 +20%
Bank of America
2
Bank of America
North Carolina
$42.8M -$7.65M -278,291 -16%
PRS
3
Pinkerton Retirement Specialists
Idaho
$34.4M +$31.7M +1,154,002 New
Citigroup
4
Citigroup
New York
$25.9M -$2.73M -99,216 -10%
SP
5
Sherman Porfolios
Idaho
$23.9M +$22M +801,811 New
BNP Paribas Financial Markets
6
BNP Paribas Financial Markets
France
$16.9M +$6.83M +248,495 +78%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$13.9M +$8.25M +300,068 +181%
CFA
8
Camarda Financial Advisors
Florida
$13.8M +$12.7M +463,019 New
Raymond James Financial
9
Raymond James Financial
Florida
$12.8M +$1.57M +57,284 +15%
LPL Financial
10
LPL Financial
California
$12.7M +$2.47M +89,774 +27%
Millennium Management
11
Millennium Management
New York
$11.6M +$10.7M +388,671 New
ZIG
12
Zurich Insurance Group
Switzerland
$10.4M +$9.63M +350,290 New
BCI
13
Brinker Capital Investments
Pennsylvania
$9.97M -$225K -8,192 -2%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$8.06M +$2.41M +87,808 +48%
SFC
15
Summit Financial Consulting
Michigan
$6.65M -$6.1K -222 -0.1%
Wells Fargo
16
Wells Fargo
California
$5.75M -$7.71M -280,575 -59%
Qube Research & Technologies (QRT)
17
Qube Research & Technologies (QRT)
United Kingdom
$5.49M +$638K +23,215 +14%
AWM
18
AE Wealth Management
Kansas
$5.02M +$1.07M +38,998 +30%
Osaic Holdings
19
Osaic Holdings
Arizona
$4.76M +$3.66M +133,177 +502%
Goldman Sachs
20
Goldman Sachs
New York
$4.65M -$3.08M -112,196 -42%
ASN
21
Advisory Services Network
Georgia
$4.19M +$333K +12,097 +9%
Jane Street
22
Jane Street
New York
$4.03M +$3.08M +112,015 +481%
BAAM
23
Baker Avenue Asset Management
California
$3.93M +$269K +9,804 +8%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$3.86M +$2.91M +105,794 +445%
UFF
25
USA Financial Formulas
Michigan
$3.63M +$3.35M +122,001 New

IYZ Hedge Fund Activity: Q2 2025 in Review

152 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q2 2025, worth a combined $419M — up 49% from $282M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IYZ positions and 18 closed out — a net gain of 19 holders — while 45 added to existing stakes and 45 trimmed.

The largest buyer was Pinkerton Retirement Specialists, opening a new position worth an estimated $31.7M. The largest seller was Wells Fargo, cutting an estimated $7.71M.

  • 152 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q2 2025, up from 134 in Q1 2025.
  • Funds reported $419M of iShares US Telecommunications ETF stock for Q2 2025, up 49% quarter-over-quarter.
  • 37 funds opened new iShares US Telecommunications ETF positions in Q2 2025 and 18 closed out, a net change of +19 holders.
  • The largest iShares US Telecommunications ETF buyer in Q2 2025 was Pinkerton Retirement Specialists, an estimated $31.7M added.
  • The largest iShares US Telecommunications ETF seller in Q2 2025 was Wells Fargo, an estimated $7.71M sold.

Based on aggregated 13F filings for Q2 2025.