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iShares US Transportation ETF
IYT

166 hedge funds and large institutions have $789M invested in iShares US Transportation ETF in 2020 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 19

121% more call options, than puts

Call options by funds: $64.2M | Put options by funds: $29M

116% more capital invested

Capital invested by funds: $365M → $789M (+$424M)

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

47% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 32

26% more funds holding

Funds holding: 132 → 166 (+34)

10.23% more ownership

Funds ownership: 270.91% → 281.14% (+10%)

Holders
166
Holders Change
+34
Holders Change %
+25.76%
% of All Funds
3.35%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
54
Increased
47
Reduced
32
Closed
19
Calls
$64.2M
Puts
$29M
Net Calls
+$35.2M
Net Calls Change
+$46.6M

Top Buyers

Rank Fund Capital Flow
1
MIFH
Migdal Insurance & Financial Holdings
Israel
+$88.1M
2
Morgan Stanley
Morgan Stanley
New York
+$60M
3
JP Morgan Chase
JP Morgan Chase
New York
+$43M
4
Wells Fargo
Wells Fargo
California
+$35.5M
5
PWS
Paragon Wealth Strategies
Florida
+$9.18M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$22.7M
2
BS
Banco Santander
Spain
-$7.39M
3
TD Asset Management
TD Asset Management
Ontario, Canada
-$4.9M
4
Goldman Sachs
Goldman Sachs
New York
-$4.45M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$3.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
51
Barometer Capital Management
Ontario, Canada
$1.09M +$1.03M +22,000 New
HF
52
HRT Financial
New York
$1.07M -$2.53M -54,068 -71%
JWCA
53
J.W. Cole Advisors
Florida
$1.06M +$999K +21,360 New
Creative Planning
54
Creative Planning
Kansas
$983K +$443K +9,480 +92%
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$965K +$431K +9,220 +90%
HH
56
Hilltop Holdings
Texas
$944K +$888K +18,984 New
CWA
57
Clarus Wealth Advisors
Arizona
$869K -$131K -2,792 -14%
NF
58
Nikulski Financial
Iowa
$810K +$762K +16,280 New
FWCM
59
Ferguson Wellman Capital Management
Oregon
$777K -$58K -1,240 -7%
FAAS
60
First Allied Advisory Services
California
$762K +$209K +4,460 +41%
WDL
61
Well Done LLC
Michigan
$716K +$673K +14,396 New
TFA
62
Toth Financial Advisory
Virginia
$698K +$464K +9,920 +241%
CICI
63
Capital Investment Counsel Inc
North Carolina
$688K – – –
CIBC World Market
64
CIBC World Market
Ontario, Canada
$688K +$647K +13,824 New
SCA
65
Sage Capital Advisors
South Dakota
$676K -$24.5K -524 -4%
CAG
66
Csenge Advisory Group
Florida
$633K +$588K +12,560 New
CA
67
Cetera Advisors
Colorado
$623K -$804K -17,180 -58%
HAS
68
HBW Advisory Services
California
$604K +$568K +12,152 New
FUBT
69
First United Bank & Trust
Maryland
$544K -$65.5K -1,400 -11%
PMG
70
ProVise Management Group
Florida
$539K +$507K +10,848 New
SW
71
SVB Wealth
Massachusetts
$502K +$41.7K +892 +10%
JMPWA
72
JP Morgan Private Wealth Advisors
California
$488K -$3.74K -80 -0.8%
BCM
73
Brookstone Capital Management
Illinois
$483K +$454K +9,716 New
SFG
74
StrategIQ Financial Group
Indiana
$441K -$9.17K -196 -2%
GPA
75
Garrison Point Advisors
California
$430K -$14K -300 -3%
1 2
3
4 5

IYT Hedge Fund Activity: Q3 2020 in Review

166 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares US Transportation ETF (IYT) for Q3 2020, worth a combined $789M — up 116% from $365M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IYT positions and 19 closed out — a net gain of 35 holders — while 47 added to existing stakes and 32 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, opening a new position worth an estimated $88.1M. The largest seller was Citadel Advisors, exiting entirely with an estimated $22.7M sold.

  • 166 institutional investors held iShares US Transportation ETF (IYT) as of Q3 2020, up from 132 in Q2 2020.
  • Funds reported $789M of iShares US Transportation ETF stock for Q3 2020, up 116% quarter-over-quarter.
  • 54 funds opened new iShares US Transportation ETF positions in Q3 2020 and 19 closed out, a net change of +35 holders.
  • The largest iShares US Transportation ETF buyer in Q3 2020 was Migdal Insurance & Financial Holdings, an estimated $88.1M added.
  • The largest iShares US Transportation ETF seller in Q3 2020 was Citadel Advisors, an estimated $22.7M sold.

Based on aggregated 13F filings for Q3 2020.