IYZ

Ishares US Telecommunication

+$146.8M

Net Activity

Institutions Holding

173

Popularity Rank

#3244

Avg Weight

0.27%

Total Value

$700.3M

Ownership Trend

173 institutions currently hold IYZ, with 77 net buyers and 88 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

88

Net Buying Institutions

77

Key Holders

Key Holders

Top 5 by Value

MS
Morgan Stanley
$73.3M
BO
Bank Of America CORP /de/
$70.2M
LF
LPL Financial LLC
$67.7M
WF
Wells Fargo & Company/mn
$64.3M
PW
Pinkerton Wealth, LLC
$59.3M

Top 5 by Conviction

WA
WealthCare Asset Management, LLC
10.25%
SF
Summit Financial Consulting LLC
6.26%
PW
Pinkerton Wealth, LLC
5.39%
AP
Advisortrust Partners, LLC
5.12%
RA
Rps Advisory Solutions LLC
5.06%
View all 173 holding institutions

Quarterly Activity

Recent Activity

+$465.9M

Total Buy Value

$402.5M

Total Sell Value

New buy36
Trim64
Add41
Sold out24

77

Net Buyers

88

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding ISHARES US TELECOMMUNICATION (IYZ)?
Major stakeholders currently include Morgan Stanley ($73.3M), Bank Of America CORP /de/ ($70.2M), LPL Financial LLC ($67.7M). Based on the latest 13F filings, there are a total of 173 tracked investment funds and institutions maintaining positions in IYZ.
What is the overall institutional sentiment toward IYZ recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $146.8M, driven by 77 managers accumulating shares while 88 reduced their exposure.
Which institutions have been selling or reducing their IYZ positions?
In the latest period, 64 funds trimmed their holdings, and 24 managers completely exited their positions. The aggregate reported sell value was $402.5M.
Are there any notable investors adding IYZ to their portfolios?
Yes, buying activity remains notable. 36 institutions opened new positions in {ticker}, and 41 existing holders added to their shares. The total reported buy value for the quarter amounted to $465.9M.

Related Stocks

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

MSFT

Microsoft CORP

Institutions Holding

6,150

Total reported value

$2.1T

3245 13F institutions increased their position this quarter

View detail
AMZN

Amazon.com INC

Institutions Holding

5,957

Total reported value

$1.5T

3028 13F institutions increased their position this quarter

View detail
NVDA

Nvidia CORP

Institutions Holding

5,764

Total reported value

$3.0T

2743 13F institutions increased their position this quarter

View detail