iShares U.S. Telecommunications
IYZ • BATS
iShares U.S. Telecommunications is an exchange-traded fund on BATS. As of Q3 2025, 147 institutional investors hold shares in this ETF, with total holdings valued at $544.2M. MORGAN STANLEY is the largest holder with a position valued at $67.4M.
Overview
Overview of institutional ownership in IYZ as of Q3 2025
All Institutions
- Institutions
- 147
- Value Held
- $544.2M
- Shares Held
- 16.9M
- Avg Position
- $3.7M
- Median Position
- $583.8K
Hedge Funds
- Hedge Funds
- 4
- Value Held
- $17.0M
- Shares Held
- 527.0K
- Avg Position
- $4.3M
- Median Position
- $599.6K
Biggest Investors
Institutions with the largest positions in IYZ as of Q3 2025
| Institution | Position Value |
|---|---|
 MORGAN STANLEY RIA/Wealth | $67.4M 0.00% of portfolio |
 CITIGROUP INC Institution | $67.3M 0.05% of portfolio |
 BANK OF AMERICA CORP /DE/ Institution | $52.2M 0.00% of portfolio |
 Pinkerton Retirement Specialists, LLC RIA/Wealth | $38.7M 4.16% of portfolio |
B BNP PARIBAS ARBITRAGE, SA Institution | $27.5M 0.02% of portfolio |
L LPL Financial LLC Institution | $19.2M 0.01% of portfolio |
$19.2M 0.06% of portfolio | |
Z Zurich Insurance Group Ltd/FI Institution | $15.4M 0.11% of portfolio |
 MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy | $15.3M 0.01% of portfolio |
 Camarda Wealth Advisory Group, LLLP RIA/Wealth | $13.8M 5.55% of portfolio |
Net Capital Flow
Institutional buying and selling activity for IYZ in Q3 2025
- Traded
- +$127.7M
- Buyers
- 78
- Sellers
- 60
- Total Bought
- +$158.7M
- Total Sold
- −$31.0M
- Avg Position
- $3.3M
Biggest Buyers
| Institution | Net Bought |
|---|---|
CITIGROUP INC Institution | +$39.3M +1.2M shares |
+$10.4M +323.1K shares | |
M Moloney Securities Asset Management, LLC RIA/Wealth | +$9.3M +287.9K shares |
B BNP PARIBAS ARBITRAGE, SA Institution | +$9.2M +283.7K shares |
T Three Seasons Wealth, LLC RIA/Wealth | +$8.7M +270.7K shares |
MORGAN STANLEY RIA/Wealth | +$8.4M +261.2K shares |
S Strengthening Families & Communities, LLC Institution | +$8.3M +259.3K shares |
R RPS ADVISORY SOLUTIONS LLC Institution | +$7.3M +226.5K shares |
BANK OF AMERICA CORP /DE/ Institution | +$5.9M +181.9K shares |
 CoreCap Advisors, LLC RIA/Wealth | +$5.7M +175.3K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
R ROYAL BANK OF CANADA Institution | −$9.3M −288.8K shares |
J JANE STREET GROUP, LLC Institution | −$4.0M −135.3K shares |
 Forefront Analytics, LLC RIA/Wealth | −$2.3M −75.6K shares |
 RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant | −$2.2M −68.3K shares |
 RAYMOND JAMES FINANCIAL INC RIA/Wealth | −$1.1M −35.2K shares |
Camarda Wealth Advisory Group, LLLP RIA/Wealth | −$1.1M −34.4K shares |
 Cetera Investment Advisers RIA/Wealth | −$1.1M −33.6K shares |
K Kesler, Norman & Wride, LLC RIA/Wealth | −$976.1K −32.8K shares |
 USA Financial Portformulas Corp Long Only Manager | −$958.4K −29.7K shares |
−$835.5K −25.9K shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited IYZ in Q3 2025
- New Positions
- 10
- New Value
- $12.2M
- Exited Positions
- 18
- Exited Value
- $10.4M
New Positions
| Institution | Position Value |
|---|---|
 BCJ Capital Management, LLC RIA/Wealth | $5.3M 165.2K shares |
 ALTFEST L J & CO INC RIA/Wealth | $3.9M 122.3K shares |
B Brendel Financial Advisors LLC RIA/Wealth | $982.5K 30.5K shares |
 Astoria Portfolio Advisors LLC. Fund of Funds | $639.8K 19.3K shares |
 WORLD EQUITY GROUP, INC. RIA/Wealth | $526.2K 16.3K shares |
 Greenspring Advisors, LLC RIA/Wealth | $350.4K 10.9K shares |
 Valmark Advisers, Inc. RIA/Wealth | $206.9K 6.4K shares |
 BRIGHTON JONES LLC RIA/Wealth | $200.3K 6.2K shares |
G Gen-Wealth Partners Inc Institution | $26.8K 832.0 shares |
 Triumph Capital Management RIA/Wealth | $65.0 2.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
J JANE STREET GROUP, LLC Institution | $4.0M 135.3K shares |
Forefront Analytics, LLC RIA/Wealth | $2.3M 75.6K shares |
K Kesler, Norman & Wride, LLC RIA/Wealth | $976.1K 32.8K shares |
$639.8K 21.5K shares | |
$637.7K 21.4K shares | |
G GTS SECURITIES LLC Institution | $549.5K 18.5K shares |
 Marshall Wace LLP Institution | $309.7K 10.4K shares |
T TWO SIGMA SECURITIES, LLC Institution | $268.2K 9.0K shares |
 Gladstone Institutional Advisory LLC RIA/Wealth | $230.9K 7.8K shares |
V Virtue Capital Management, LLC RIA/Wealth | $205.1K 6.9K shares |
Options Activity
Institutions with the largest Call and Put options positions in IYZ as of Q3 2025
- Call Positions
- 3
- Call Value
- $600.0K
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
 CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy | $600.0K 186.0 contracts |
 SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity | - - contracts |
 Oribel Capital Management, LP Hedge Fund•Long/Short | - - contracts |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with IYZ as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
Camarda Wealth Advisory Group, LLLP RIA/Wealth | 5.55% $13.8M |
 Summit Financial Consulting LLC RIA/Wealth | 5.43% $6.8M |
R RPS ADVISORY SOLUTIONS LLC Institution | 4.16% $7.9M |
Pinkerton Retirement Specialists, LLC RIA/Wealth | 4.16% $38.7M |
S Strengthening Families & Communities, LLC Institution | 1.88% $8.4M |
C CROBAN Institution | 1.62% $2.4M |
E EWG Elevate Inc. Institution | 1.44% $4.6M |
 WESPAC Advisors, LLC RIA/Wealth | 1.36% $2.3M |
M Moloney Securities Asset Management, LLC RIA/Wealth | 1.13% $9.3M |
T Three Seasons Wealth, LLC RIA/Wealth | 0.87% $8.7M |
Hedge Fund Spotlight
Discover hedge funds investing in IYZ
GSA CAPITAL PARTNERS LLP
Hedge Fund • Quant
Portfolio ManagerDavid Khabie-Zeitoune
- Portfolio Value
- $1.1B
- Positions
- 1,504
- Last Reported
- Q3 2025
Sector Allocation
Position in iShares U.S. Telecommunications
- Market Value
- $632.8K
- Shares Held
- 19.6K
- Portfolio Weight
- 0.06%
- Owned Since
- 2023-Q1
| Top Holding | Sector | Market Value | Weight |
|---|---|---|---|
Information Technology Services Technology | $5.6M | 0.50% | |
Grocery Stores Consumer Defensive | $5.2M | 0.46% | |
Software - Infrastructure Technology | $4.8M | 0.43% |
