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iShares US Transportation ETF
IYT

230 hedge funds and large institutions have $880M invested in iShares US Transportation ETF in 2022 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 59 increasing their positions, 88 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 5 → 5 (0)

5% less funds holding

Funds holding: 241 → 230 (-11)

15% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 41

24% less capital invested

Capital invested by funds: $1.15B → $880M (-$273M)

25% less call options, than puts

Call options by funds: $68.3M | Put options by funds: $91.6M

33% less repeat investments, than reductions

Existing positions increased: 59 | Existing positions reduced: 88

41.84% less ownership

Funds ownership: 263.17% → 221.33% (-42%)

Holders
230
Holders Change
-11
Holders Change %
-4.56%
% of All Funds
3.63%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
35
Increased
59
Reduced
88
Closed
41
Calls
$68.3M
Puts
$91.6M
Net Calls
-$23.3M
Net Calls Change
+$144M

Top Buyers

Rank Fund Capital Flow
1
MIH
Meitav Investment House
Israel
+$22.4M
2
LPL Financial
LPL Financial
California
+$16.7M
3
AC
Allstate Corporation
Illinois
+$16.6M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$7.21M
5
FWA
FSC Wealth Advisors
New York
+$5.47M

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$81.1M
2
Goldman Sachs
Goldman Sachs
New York
-$33.5M
3
Morgan Stanley
Morgan Stanley
New York
-$30M
4
Bank of America
Bank of America
North Carolina
-$25.5M
5
IAIM
International Assets Investment Management
Florida
-$24.5M
Name Holding Trade Value Shares
Change 		Change in
Stake
SCA
226
Stonebridge Capital Advisors
Minnesota
$3K +$2.89K +44 New
CAAS
227
Capital Asset Advisory Services
Michigan
$2K – – –
PK
228
Pflug Koory
Nebraska
$2K – – –
AC
229
AlphaCore Capital
California
$1K +$1.05K +16 New
Bessemer Group
230
Bessemer Group
New Jersey
$1K +$1.31K +20 New
IAIM
231
International Assets Investment Management
Florida
– -$24.5M -1,260,788 Closed
Marshall Wace
232
Marshall Wace
United Kingdom
– -$6.5M -94,048 Closed
Two Sigma Advisers
233
Two Sigma Advisers
New York
– -$2.91M -42,052 Closed
MFS
234
Mirabella Financial Services
United Kingdom
– -$1.86M -26,880 Closed
QWM
235
QP Wealth Management
New Jersey
– -$1.61M -23,260 Closed
AI
236
Atria Investments
North Carolina
– -$1.13M -16,276 Closed
PCM
237
Pinz Capital Management
New York
– -$1.02M -14,800 Closed
CAG
238
Csenge Advisory Group
Florida
– -$899K -13,648 Closed
TC
239
Telemus Capital
Michigan
– -$810K -11,716 Closed
QIM
240
Quantitative Investment Management
Virginia
– -$761K -11,016 Closed
Renaissance Technologies
241
Renaissance Technologies
New York
– -$581K -8,400 Closed
NA
242
NewEdge Advisors
Louisiana
– -$527K -7,628 Closed
BBA
243
Braun-Bostich & Associates
Pennsylvania
– -$237K -7,392 Closed
MTC
244
McDaniel Terry & Co
Texas
– -$425K -6,148 Closed
ASFA
245
All Season Financial Advisors
Colorado
– -$384K -5,556 Closed
PG
246
Patten Group
Tennessee
– -$337K -4,880 Closed
NFG
247
Norris Financial Group
South Carolina
– -$280K -4,044 Closed
NW
248
NewEdge Wealth
Pennsylvania
– -$245K -3,548 Closed
TSS
249
Two Sigma Securities
New York
– -$243K -3,512 Closed
LCM
250
Leisure Capital Management
California
– -$242K -3,500 Closed
7 8 9
10
11

IYT Hedge Fund Activity: Q1 2022 in Review

230 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Transportation ETF (IYT) for Q1 2022, worth a combined $880M — down 24% from $1.15B a quarter earlier.

Sellers outnumbered buyers: 41 funds closed out of IYT and 35 opened new positions — a net loss of 6 holders — while 88 trimmed existing stakes and 59 added.

The largest buyer was Meitav Investment House, adding an estimated $22.4M. The largest seller was JP Morgan Chase, cutting an estimated $81.1M.

  • 230 institutional investors held iShares US Transportation ETF (IYT) as of Q1 2022, down from 241 in Q4 2021.
  • Funds reported $880M of iShares US Transportation ETF stock for Q1 2022, down 24% quarter-over-quarter.
  • 35 funds opened new iShares US Transportation ETF positions in Q1 2022 and 41 closed out, a net change of -6 holders.
  • The largest iShares US Transportation ETF buyer in Q1 2022 was Meitav Investment House, an estimated $22.4M added.
  • The largest iShares US Transportation ETF seller in Q1 2022 was JP Morgan Chase, an estimated $81.1M sold.

Based on aggregated 13F filings for Q1 2022.