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iShares US Transportation ETF
IYT

241 hedge funds and large institutions have $1.15B invested in iShares US Transportation ETF in 2021 Q4 according to their latest regulatory filings, with 60 funds opening new positions, 75 increasing their positions, 55 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 28

36% more repeat investments, than reductions

Existing positions increased: 75 | Existing positions reduced: 55

25% more funds holding in top 10

Funds holding in top 10: 4 → 5 (+1)

18% more capital invested

Capital invested by funds: $979M → $1.15B (+$173M)

15% more funds holding

Funds holding: 209 → 241 (+32)

11.5% less ownership

Funds ownership: 274.66% → 263.17% (-11%)

74% less call options, than puts

Call options by funds: $59.8M | Put options by funds: $227M

Holders
241
Holders Change
+32
Holders Change %
+15.31%
% of All Funds
3.71%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.08%
New
60
Increased
75
Reduced
55
Closed
28
Calls
$59.8M
Puts
$227M
Net Calls
-$167M
Net Calls Change
-$206M

Top Buyers

1
MIH
Meitav Investment House
Israel
+$24M
2
MW
Marks Wealth
Maryland
+$19.3M
3
JP Morgan Chase
JP Morgan Chase
New York
+$16.8M
4
Morgan Stanley
Morgan Stanley
New York
+$12.5M
5
Two Sigma Investments
Two Sigma Investments
New York
+$9.75M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$25.3M
2
Goldman Sachs
Goldman Sachs
New York
-$11.8M
3
TRCT
Tower Research Capital (TRC)
New York
-$11.6M
4
TFA
Tobias Financial Advisors
Florida
-$10.5M
5
Citadel Advisors
Citadel Advisors
Florida
-$6.71M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWANC
226
Guardian Wealth Advisors (North Carolina)
North Carolina
$6K +$5.35K +80 New
MCC
227
Money Concepts Capital
Florida
$5K +$5.35K +80 New
RG
228
Retirement Group
California
$4K – – –
SWM
229
Sugarloaf Wealth Management
Georgia
$4K – – –
DHGWA
230
Dixon Hughes Goodman Wealth Advisors
North Carolina
$4K +$4.01K +60 New
BWL
231
Bogart Wealth LLC
Virginia
$3K +$1.34K +20 +100%
CAAS
232
Capital Asset Advisory Services
Michigan
$2K – – –
PK
233
Pflug Koory
Nebraska
$2K – – –
LC
234
Lindbrook Capital
California
$2K +$2.41K +36 New
ACM
235
Absolute Capital Management
Pennsylvania
$1.94K +$1.87K +28 New
MP
236
McDonald Partners
Ohio
$1.94K +$1.87K +28 New
AIC
237
Archer Investment Corporation
Indiana
$1.66K – – –
MAM
238
Mystic Asset Management
Rhode Island
$1K +$1.07K +16 New
MIM
239
Macroview Investment Management
Maryland
$1K +$1.34K +20 New
CP
240
Castleview Partners
Texas
$34 +$2.51M +37,600 New
BBHC
241
Brown Brothers Harriman & Co
New York
$6 – – –
TFA
242
Tobias Financial Advisors
Florida
– -$10.5M -173,040 Closed
Qube Research & Technologies (QRT)
243
Qube Research & Technologies (QRT)
United Kingdom
– -$6.39M -105,076 Closed
MCM
244
Moore Capital Management
New York
– -$3.65M -60,000 Closed
CF
245
Clarity Financial
Texas
– -$3.05M -50,136 Closed
FTUS
246
Flow Traders U.S.
New York
– -$2.55M -41,996 Closed
Barclays
247
Barclays
United Kingdom
– -$2.68M -40,116 Closed
Mirae Asset Global Investments
248
Mirae Asset Global Investments
South Korea
– -$1.6M -26,400 Closed
CIBC World Market
249
CIBC World Market
Ontario, Canada
– -$646K -10,632 Closed
Jane Street
250
Jane Street
New York
– -$567K -8,480 Closed
7 8 9
10
11

IYT Hedge Fund Activity: Q4 2021 in Review

241 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Transportation ETF (IYT) for Q4 2021, worth a combined $1.15B — up 18% from $979M a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IYT positions and 28 closed out — a net gain of 32 holders — while 75 added to existing stakes and 55 trimmed.

The largest buyer was Meitav Investment House, adding an estimated $24M. The largest seller was Bank of America, cutting an estimated $25.3M.

  • 241 institutional investors held iShares US Transportation ETF (IYT) as of Q4 2021, up from 209 in Q3 2021.
  • Funds reported $1.15B of iShares US Transportation ETF stock for Q4 2021, up 18% quarter-over-quarter.
  • 60 funds opened new iShares US Transportation ETF positions in Q4 2021 and 28 closed out, a net change of +32 holders.
  • The largest iShares US Transportation ETF buyer in Q4 2021 was Meitav Investment House, an estimated $24M added.
  • The largest iShares US Transportation ETF seller in Q4 2021 was Bank of America, an estimated $25.3M sold.

Based on aggregated 13F filings for Q4 2021.