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iShares US Telecommunications ETF

155 hedge funds and large institutions have $576M invested in iShares US Telecommunications ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 58 increasing their positions, 47 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more capital invested

Capital invested by funds: $419M → $576M (+$157M)

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

23% more repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 47

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

2% more funds holding

Funds holding: 152155 (+3)

8.33% less ownership

Funds ownership: 99.13%90.8% (-8.3%)

Holders
155
Holders Change
+3
Holders Change %
+1.97%
% of All Funds
2.03%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.08%
New
21
Increased
58
Reduced
47
Closed
17
Calls
$600K
Puts
Net Calls
+$600K
Net Calls Change
-$44.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$67.4M +$8.04M +261,247 +14%
Citigroup
2
Citigroup
New York
$67.3M +$37.5M +1,217,487 +140%
Bank of America
3
Bank of America
North Carolina
$52.2M +$5.6M +181,929 +13%
PRS
4
Pinkerton Retirement Specialists
Idaho
$38.7M +$1.39M +45,196 +4%
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$27.5M +$8.73M +283,692 +50%
SP
6
Sherman Porfolios
Idaho
$26.4M +$484K +15,728 +2%
LPL Financial
7
LPL Financial
California
$19.2M +$5.17M +168,224 +39%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$19.2M +$9.94M +323,076 +119%
ZIG
9
Zurich Insurance Group
Switzerland
$15.4M +$3.81M +123,800 +35%
Millennium Management
10
Millennium Management
New York
$15.3M +$2.67M +86,933 +22%
CFA
11
Camarda Financial Advisors
Florida
$13.8M -$1.06M -34,430 -7%
Raymond James Financial
12
Raymond James Financial
Florida
$12.7M -$1.08M -35,150 -8%
BCI
13
Brinker Capital Investments
Pennsylvania
$10.7M -$129K -4,187 -1%
MSAM
14
Moloney Securities Asset Management
Missouri
$9.29M +$8.86M +287,914 New
TSW
15
Three Seasons Wealth
Utah
$8.73M +$8.33M +270,687 New
Goldman Sachs
16
Goldman Sachs
New York
$8.56M +$3.36M +109,359 +70%
SFCL
17
Strengthening Families & Communities LLC
Massachusetts
$8.36M +$7.98M +259,337 +20,780%
RAS
18
RPS Advisory Solutions
Kentucky
$7.9M +$6.97M +226,490 +1,225%
SFC
19
Summit Financial Consulting
Michigan
$6.8M -$382K -12,421 -6%
Wells Fargo
20
Wells Fargo
California
$6.68M +$429K +13,937 +7%
AWM
21
AE Wealth Management
Kansas
$6.39M +$911K +29,614 +18%
CA
22
CoreCap Advisors
Michigan
$5.89M +$5.39M +175,339 +2,431%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$5.7M -$8.88M -288,757 -62%
Osaic Holdings
24
Osaic Holdings
Arizona
$5.36M +$240K +7,815 +5%
TF
25
Trek Financial
Arizona
$5.33M +$5.08M +165,233 New

IYZ Hedge Fund Activity: Q3 2025 in Review

155 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares US Telecommunications ETF (IYZ) for Q3 2025, worth a combined $576M — up 37% from $419M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IYZ positions and 17 closed out — a net gain of 4 holders — while 58 added to existing stakes and 47 trimmed.

The largest buyer was Citigroup, adding an estimated $37.5M. The largest seller was Royal Bank of Canada, cutting an estimated $8.88M.

  • 155 institutional investors held iShares US Telecommunications ETF (IYZ) as of Q3 2025, up from 152 in Q2 2025.
  • Funds reported $576M of iShares US Telecommunications ETF stock for Q3 2025, up 37% quarter-over-quarter.
  • 21 funds opened new iShares US Telecommunications ETF positions in Q3 2025 and 17 closed out, a net change of +4 holders.
  • The largest iShares US Telecommunications ETF buyer in Q3 2025 was Citigroup, an estimated $37.5M added.
  • The largest iShares US Telecommunications ETF seller in Q3 2025 was Royal Bank of Canada, an estimated $8.88M sold.

Based on aggregated 13F filings for Q3 2025.