IYZ — ISHARES US TELECOMMUNICATION
Reported value held$306.02M
Funds holding (latest)18
Sector—
Funds holding (Q2 2026)12
Institutional value$285.70M · 6.75M sh
New / Add / Cut / Exit2 / 5 / 4 / 1
Top-5 / Top-10 concentration90.8% / 100.0%
Institutional holdings change
Reducing -6.8%
(-496.17K sh)
Institutional value change
Up +0.2%
As of Q2 2026, 12 SEC-registered investment managers reported holding IYZ (ISHARES US TELECOMMUNICATION) in their latest 13F filings, with a combined reported value of $285.70M across 6.75M shares. That is -6.8% by share count (-496.17K shares) versus the previous quarter, while reported value moved +0.2%. Ownership is concentrated: the five largest holders account for 90.8% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 2 opened new positions, 5 added to existing stakes, 4 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 2.24M | $94.78M | 0.01% | Add |
| Morgan Stanley history | 1.92M | $81.19M | 0.01% | Add |
| Wells Fargo & Co history | 1.17M | $49.41M | 0.01% | Reduce |
| Citigroup Inc history | 481.51K | $20.37M | 0.01% | Reduce |
| Goldman Sachs Group history | 323.92K | $13.71M | 0.00% | Reduce |
| UBS Group AG history | 249.85K | $10.57M | 0.00% | Add |
| D. E. Shaw & Co history | 176.66K | $7.48M | 0.00% | New |
| Citadel Advisors history | 108.10K | $4.57M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 78.59K | $3.34M | 0.00% | New |
| Fidelity Management & Research (FMR) history | 4.53K | $191.56K | 0.00% | Add |
| BlackRock Inc history | 1.67K | $70.74K | 0.00% | Add |
| PNC Financial Services history | 500 | $21.16K | 0.00% | Hold |
Q1 2026 — 11 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 1.86M | $73.27M | 0.01% | Reduce |
| Bank of America Corp history | 1.79M | $70.24M | 0.01% | Add |
| Wells Fargo & Co history | 1.64M | $64.32M | 0.01% | Add |
| Citigroup Inc history | 1.22M | $47.83M | 0.02% | Reduce |
| Goldman Sachs Group history | 369.33K | $14.52M | 0.00% | Reduce |
| UBS Group AG history | 183.07K | $7.20M | 0.00% | Reduce |
| Citadel Advisors history | 142.71K | $5.61M | 0.00% | Add |
| Balyasny Asset Management history | 45.20K | $1.78M | 0.00% | New |
| Fidelity Management & Research (FMR) history | 3.98K | $156.43K | 0.00% | Add |
| BlackRock Inc history | 1.64K | $64.64K | 0.00% | Hold |
| PNC Financial Services history | 500 | $19.66K | 0.00% | Hold |
Q4 2025 — 11 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Citigroup Inc history | 2.13M | $72.13M | 0.03% | Add |
| Morgan Stanley history | 2.01M | $68.15M | 0.00% | Reduce |
| Bank of America Corp history | 1.42M | $48.24M | 0.00% | Reduce |
| Goldman Sachs Group history | 454.32K | $15.40M | 0.00% | Add |
| UBS Group AG history | 224.98K | $7.63M | 0.00% | Add |
| Wells Fargo & Co history | 217.38K | $7.37M | 0.00% | Add |
| JPMorgan Chase & Co history | 61.67K | $2.09M | 0.00% | Add |
| Citadel Advisors history | 27.65K | $937.37K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 3.43K | $116.33K | 0.00% | Reduce |
| BlackRock Inc history | 1.64K | $55.73K | 0.00% | Hold |
| PNC Financial Services history | 500 | $16.95K | 0.00% | Hold |
Q3 2025 — 14 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 2.09M | $67.36M | 0.00% | Add |
| Citigroup Inc history | 2.09M | $67.28M | 0.03% | Add |
| Bank of America Corp history | 1.62M | $52.19M | 0.00% | Add |
| Millennium Management history | 475.60K | $15.34M | 0.01% | Add |
| Goldman Sachs Group history | 265.38K | $8.56M | 0.00% | Add |
| Wells Fargo & Co history | 207.12K | $6.68M | 0.00% | Add |
| UBS Group AG history | 145.83K | $4.70M | 0.00% | Add |
| JPMorgan Chase & Co history | 52.57K | $1.70M | 0.00% | Reduce |
| Citadel Advisors history | 36.16K | $1.17M | 0.00% | New |
| Renaissance Technologies history | 14.20K | $458.09K | 0.00% | Reduce |
| D. E. Shaw & Co history | 13.65K | $440.52K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 4.88K | $157.39K | 0.00% | Add |
| BlackRock Inc history | 1.64K | $53.03K | 0.00% | Add |
| PNC Financial Services history | 500 | $16.13K | 0.00% | Reduce |
Q2 2025 — 14 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 1.83M | $54.40M | 0.00% | Add |
| Bank of America Corp history | 1.44M | $42.76M | 0.00% | Reduce |
| Citigroup Inc history | 868.10K | $25.85M | 0.01% | Reduce |
| Millennium Management history | 388.67K | $11.57M | 0.01% | New |
| Wells Fargo & Co history | 193.18K | $5.75M | 0.00% | Reduce |
| Goldman Sachs Group history | 156.02K | $4.65M | 0.00% | Reduce |
| UBS Group AG history | 102.45K | $3.05M | 0.00% | Reduce |
| Renaissance Technologies history | 82.50K | $2.46M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 63.73K | $1.90M | 0.00% | Reduce |
| D. E. Shaw & Co history | 23.75K | $707.27K | 0.00% | New |
| Marshall Wace history | 10.40K | $309.71K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 2.57K | $76.59K | 0.00% | Add |
| PNC Financial Services history | 1.73K | $51.43K | 0.00% | Hold |
| BlackRock Inc history | 1.45K | $43.18K | 0.00% | Hold |
Q1 2025 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Bank of America Corp history | 1.71M | $46.95M | 0.00% | Add |
| Morgan Stanley history | 1.52M | $41.75M | 0.00% | Reduce |
| Citigroup Inc history | 967.31K | $26.49M | 0.01% | Reduce |
| Wells Fargo & Co history | 473.76K | $12.98M | 0.00% | Add |
| Goldman Sachs Group history | 268.21K | $7.35M | 0.00% | Add |
| Renaissance Technologies history | 203.20K | $5.57M | 0.01% | Add |
| UBS Group AG history | 129.11K | $3.54M | 0.00% | Add |
| JPMorgan Chase & Co history | 80.91K | $2.22M | 0.00% | Reduce |
| Marshall Wace history | 11.26K | $308.41K | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 2.37K | $64.88K | 0.00% | Add |
| PNC Financial Services history | 1.72K | $47.16K | 0.00% | Reduce |
| BlackRock Inc history | 1.45K | $39.72K | 0.00% | Hold |
New Positions (Q2 2026)
- D. E. Shaw & Co 176.66K sh · $7.48M
- JPMorgan Chase & Co 78.59K sh · $3.34M
Fully Exited (vs previous quarter)
- Balyasny Asset Management sold 45.20K sh · $1.78M
Fund Position History — shares by quarter (top 18 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Bank of America Corp | 2.24M | 1.79M | 1.42M | 1.62M | 1.44M | 1.71M | 345.16K | 386.20K | 400.57K | 424.75K | 878.52K | 812.80K | 431.66K | 447.90K | 577.86K | 525.51K | 468.88K | 914.72K | 1.38M | 606.11K |
| Morgan Stanley | 1.92M | 1.86M | 2.01M | 2.09M | 1.83M | 1.52M | 1.68M | 1.68M | 1.71M | 1.74M | 2.29M | 1.82M | 2.02M | 2.04M | 3.68M | 2.84M | 1.80M | 1.38M | 1.37M | 1.36M |
| Wells Fargo & Co | 1.17M | 1.64M | 217.38K | 207.12K | 193.18K | 473.76K | 258.41K | 221.30K | 253.15K | 254.94K | 270.70K | 308.13K | 285.30K | 444.31K | 502.23K | 715.76K | 623.29K | 610.52K | 453.70K | 427.34K |
| Citigroup Inc | 481.51K | 1.22M | 2.13M | 2.09M | 868.10K | 967.31K | 1.64M | 1.17M | 58.30K | 731.78K | 192.36K | 314.89K | 777.14K | 3.16M | 2.21M | 1.40M | 1.15M | 46 | 106.09K | 106.09K |
| Goldman Sachs Group | 323.92K | 369.33K | 454.32K | 265.38K | 156.02K | 268.21K | 54.38K | 54.38K | 154.38K | 304.38K | 55.21K | 100.61K | 63.43K | 54.89K | 167.70K | 427.52K | 217.75K | 427.00K | 404.01K | 301.50K |
| UBS Group AG | 249.85K | 183.07K | 224.98K | 145.83K | 102.45K | 129.11K | 97.84K | 94.22K | 95.03K | 112.07K | 130.64K | 176.69K | 115.86K | 103.84K | 146.90K | 137.72K | 119.56K | 127.88K | 609.96K | 139.52K |
| D. E. Shaw & Co | 176.66K | — | — | 13.65K | 23.75K | — | — | — | 47.28K | 106.78K | 11.92K | — | — | — | — | — | — | — | — | — |
| Citadel Advisors | 108.10K | 142.71K | 27.65K | 36.16K | — | — | 21.41K | 66.28K | 64.72K | 65.32K | 14.90K | 67.68K | 65.71K | 94.13K | 43.48K | 63.97K | 60.17K | 7.60K | 17.48K | 24.60K |
| JPMorgan Chase & Co | 78.59K | — | 61.67K | 52.57K | 63.73K | 80.91K | 85.86K | 74.03K | 84.99K | 94.73K | 93.90K | 51.01K | 251.78K | 250.69K | 254.70K | 255.24K | 187.56K | 26.92K | 76.63K | 29.07K |
| Fidelity Management & Research (FMR) | 4.53K | 3.98K | 3.43K | 4.88K | 2.57K | 2.37K | 2.23K | 1.38K | 1.30K | 1.31K | 1.34K | 3.22K | 3.91K | 3.35K | 2.72K | 2.20K | 1.41K | 1.38K | 1.39K | 1.37K |
| BlackRock Inc | 1.67K | 1.64K | 1.64K | 1.64K | 1.45K | 1.45K | 1.45K | — | — | — | — | — | — | — | — | — | — | — | — | — |
| PNC Financial Services | 500 | 500 | 500 | 500 | 1.73K | 1.72K | 2.22K | 3.85K | 3.96K | 5.47K | 20.50K | 22.89K | 25.64K | 35.39K | 38.51K | 43.31K | 47.50K | 51.36K | 56.58K | 63.78K |
| Renaissance Technologies | — | — | — | 14.20K | 82.50K | 203.20K | 92.50K | — | — | 47.80K | — | — | 50.30K | — | 9.80K | — | — | — | — | — |
| Balyasny Asset Management | — | 45.20K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| Millennium Management | — | — | — | 475.60K | 388.67K | — | — | — | 250.00K | — | — | — | — | — | 241.25K | 32.89K | — | 163.30K | — | 63.85K |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | — | — | 12.30K | — | 56.70K | 180.00K | 229.40K | 201.60K | 183.80K | 12.60K | 54.90K |
| Marshall Wace | — | — | — | — | 10.40K | 11.26K | 84.26K | — | — | — | — | 26.06K | — | — | 100.40K | — | — | 130.52K | — | — |
| Prudential Financial | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 85.91K | 4.47M | 4.87M | 10.67K |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details