Who Owns iShares U.S. Telecommunications ETF (IYZ)?Hedge Fund & Institutional Holders

$38.96+0.16 (+0.41%)Financial ServicesBATS

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$7.200060000440005e+202T

% of Float Held

—

QoQ Change in Holders

+15 / -3

Price History

$24.53$28.53$32.53$36.54$40.54Sep 24Jun 25Mar 26

IYZ — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Three Seasons Wealth, LLCNew Position+293K+$9.9M
WealthCare Asset Management, LLCNew Position+242K+$7.9M
Sanctuary Advisors, LLCNew Position+222K+$6.6M
AE Wealth Management LLCNew Position+193K+$6.5M
CoreCap Advisors, LLCNew Position+159K+$5.4M
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUNDNew Position+164K+$5.0M
Baker Avenue Asset Management, LPNew Position+137K+$4.0M
Balboa Wealth PartnersNew Position+89K+$3.0M
TRUIST FINANCIAL CORPNew Position+84K+$2.8M
TD Waterhouse Canada Inc.New Position+77K+$2.6M
CROBANNew Position+76K+$2.6M
WESPAC Advisors, LLCNew Position+65K+$2.2M
ENVESTNET ASSET MANAGEMENT INCNew Position+70K+$2.0M
Empowered Funds, LLCNew Position+62K+$2.0M
Merit Financial Group, LLCNew Position+55K+$1.9M

IYZ — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
SHERMAN PORFOLIOS, LLCDecreased-2.0M-$76.0B
MORGAN STANLEYDecreased-78K-$67.3B
BANK OF AMERICA CORP /DE/Decreased-195K-$52.1B
BNP PARIBAS FINANCIAL MARKETSDecreased-205K-$27.4B
MILLENNIUM MANAGEMENT LLCClosed Position-476K-$15.3B
Camarda Financial Advisors, LLCDecreased-10K-$13.8B
RAYMOND JAMES FINANCIAL INCDecreased-15K-$12.7B
Orion Porfolio Solutions, LLCDecreased-17K-$10.7B
OSAIC HOLDINGS, INC.Decreased-2K-$5.4B
EWG Elevate Inc.Closed Position-143K-$4.6B
Cetera Investment AdvisersDecreased-22K-$3.1B
USA FINANCIAL FORMULASDecreased-11K-$3.0B
Integrated Advisors Network LLCDecreased-1K-$2.3B
Mariner, LLCDecreased-6K-$1.4B
LEUTHOLD GROUP, LLCClosed Position-40K-$1.3B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1CITIGROUP INC2,127,705$72.0M0.03%Share
2MORGAN STANLEY1,774,721$60.0M0.00%Share
3BANK OF AMERICA CORP /DE/1,309,544$44.0M0.00%Share
4PINKERTON WEALTH, LLC1,253,654$42.5M4.36%Share
5BNP PARIBAS FINANCIAL MARKETS645,806$21.0M0.01%Share
6LPL Financial LLC607,814$20.0M0.01%Share
7Cambridge Investment Research Advisors, Inc.584,902$19.0M0.05%Share
8SHERMAN PORFOLIOS, LLC553,761$18.8M1.28%Share
9Zurich Insurance Group Ltd/FI474,090$16.0M0.11%Share
10GOLDMAN SACHS GROUP INC454,325$15.0M0.00%Share
11Camarda Financial Advisors, LLC418,208$14.2M5.40%Share
12Orion Porfolio Solutions, LLC313,495$10.0M0.07%Share
13Three Seasons Wealth, LLC292,582$9.9M0.95%Share
14ROYAL BANK OF CANADA284,770$9.0M0.00%Share
15RAYMOND JAMES FINANCIAL INC291,591$9.0M0.00%Share
16RPS ADVISORY SOLUTIONS LLC263,764$8.9M4.22%Share
17WealthCare Asset Management, LLC242,130$7.9M4.98%Share
18Summit Financial Consulting LLC228,255$7.7M5.62%Share
19AE Wealth Management LLC193,132$6.5M0.04%Share
20MORGAN STANLEY200,000$6.0M0.00%Share
21CoreCap Advisors, LLC159,060$5.4M0.19%Share
22OSAIC HOLDINGS, INC.165,364$5.0M0.01%Share
23HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND163,500$5.0M0.01%Share
24UBS Group AG136,756$4.6M0.00%Share
25NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO71,676$4.4M0.00%Share
26Baker Avenue Asset Management, LP136,737$4.0M0.09%Share
27WELLS FARGO & COMPANY/MN145,057$4.0M0.00%Share
28Advisory Services Network, LLC141,791$4.0M0.06%Share
29Lifestyle Asset Management, Inc.103,417$3.5M1.14%Share
30Balboa Wealth Partners88,963$3.0M0.50%Share
31SUSQUEHANNA INTERNATIONAL GROUP, LLP89,377$3.0M0.00%Share
32VestGen Advisors, LLC93,381$3.0M0.13%Share
33PGIM Custom Harvest LLC86,325$2.9M0.04%Share
34TRUIST FINANCIAL CORP83,986$2.8M0.00%Share
35UBS Group AG81,727$2.8M0.00%Share
36USA FINANCIAL FORMULAS80,884$2.7M0.50%Share
37TD Waterhouse Canada Inc.76,994$2.6M0.02%Share
38CROBAN75,979$2.6M1.24%Share
39Destination Wealth Management71,298$2.4M0.06%Share
40WESPAC Advisors, LLC65,335$2.2M1.20%Share
41Sanctuary Advisors, LLC61,491$2.1M0.01%Share
42WELLS FARGO & COMPANY/MN72,326$2.0M0.00%Share
43ENVESTNET ASSET MANAGEMENT INC70,475$2.0M0.00%Share
44Empowered Funds, LLC62,450$2.0M0.02%Share
45RAYMOND JAMES FINANCIAL INC86,990$2.0M0.00%Share
46Cetera Investment Advisers74,191$2.0M0.00%Share
47Integrated Advisors Network LLC69,072$2.0M0.09%Share
48Equitable Holdings, Inc.69,576$2.0M0.01%Share
49BANK OF AMERICA CORP /DE/71,235$2.0M0.00%Share
50Merit Financial Group, LLC54,934$1.9M0.01%Share

IYZ Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025164$549.4M+72
Q3 202592$515.1B-44
Q2 2025136$356.7B+4
Q1 2025132$276.9B+0
Q4 2024132$22.8T+57
Q3 202475$97.9T-10
Q2 202485$91.5T-1
Q1 202486$113.9T—

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As of Q4 2025, 50 institutional investors hold IYZ (iShares U.S. Telecommunications ETF). The largest holder is CITIGROUP INC with $72.0M in shares. This quarter, 15 institutions opened new positions and 3 closed their positions.

Frequently Asked Questions

How many hedge funds own IYZ?

As of Q4 2025, 50 institutional investors report holding IYZ (iShares U.S. Telecommunications ETF) in their 13F filings.

Who is the largest institutional holder of IYZ?

The largest institutional holder of IYZ is CITIGROUP INC with $72.0M in shares.

Is institutional ownership of IYZ increasing or decreasing?

This quarter, 15 institutions opened new positions in IYZ and 3 closed their positions.