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iShares US Transportation ETF

174 hedge funds and large institutions have $457M invested in iShares US Transportation ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 40 increasing their positions, 57 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $341M → $457M (+$115M)

13% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 23

7.99% more ownership

Funds ownership: 58.31%66.3% (+8%)

1% more funds holding

Funds holding: 172174 (+2)

13% less call options, than puts

Call options by funds: $10.1M | Put options by funds: $11.6M

30% less repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 57

Holders
174
Holders Change
+2
Holders Change %
+1.16%
% of All Funds
2.29%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
40
Reduced
57
Closed
23
Calls
$10.1M
Puts
$11.6M
Net Calls
-$1.52M
Net Calls Change
+$7.52M
Name Holding Trade Value Shares
Change
Change in
Stake
RPCONE
51
Retirement Planning Company of New England
Rhode Island
$829K -$8.23K -129 -1%
NA
52
NewEdge Advisors
Louisiana
$820K -$39.5K -619 -5%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$784K -$139K -2,183 -16%
CAL
54
Capital Advisors Ltd
Ohio
$738K -$110K -1,729 -14%
Truist Financial
55
Truist Financial
North Carolina
$701K -$53.2K -834 -8%
PAG
56
Private Advisor Group
New Jersey
$658K -$5.1K -80 -0.8%
IFWM
57
Institute for Wealth Management
Colorado
$652K -$15.2K -239 -2%
BLFG
58
Brian Low Financial Group
Louisiana
$611K +$569K +8,913 New
Northern Trust
59
Northern Trust
Illinois
$579K
Stifel Financial
60
Stifel Financial
Missouri
$529K +$72.3K +1,133 +17%
SI
61
Saxon Interests
Texas
$496K
MFG
62
Merit Financial Group
Georgia
$493K -$37.9K -594 -8%
GPA
63
Garrison Point Advisors
California
$492K
FWCM
64
Ferguson Wellman Capital Management
Oregon
$486K -$26.8K -420 -6%
IFPG
65
Intrepid Financial Planning Group
Indiana
$483K
CI
66
CX Institutional
Indiana
$465K +$429K +6,718 +11,197%
WA
67
Waverly Advisors
Alabama
$455K -$12.7K -199 -3%
Squarepoint
68
Squarepoint
New York
$448K -$897K -14,064 -68%
TWPM
69
Total Wealth Planning & Management
Florida
$436K
EH
70
Equitable Holdings
New York
$420K -$638 -10 -0.2%
DIP
71
Davis Investment Partners
North Carolina
$418K
Cerity Partners
72
Cerity Partners
New York
$388K +$361K +5,664 New
FWSM
73
First Wilshire Securities Management
California
$384K
Wealth Enhancement Advisory Services
74
Wealth Enhancement Advisory Services
Minnesota
$381K +$319 +5 +0.1%
PP
75
Patten & Patten
Tennessee
$370K -$8.61K -135 -2%

IYT Hedge Fund Activity: Q2 2025 in Review

174 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in iShares US Transportation ETF (IYT) for Q2 2025, worth a combined $457M — up 34% from $341M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IYT positions and 23 closed out — a net gain of 3 holders — while 40 added to existing stakes and 57 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $109M. The largest seller was Morgan Stanley, cutting an estimated $18.7M.

  • 174 institutional investors held iShares US Transportation ETF (IYT) as of Q2 2025, up from 172 in Q1 2025.
  • Funds reported $457M of iShares US Transportation ETF stock for Q2 2025, up 34% quarter-over-quarter.
  • 26 funds opened new iShares US Transportation ETF positions in Q2 2025 and 23 closed out, a net change of +3 holders.
  • The largest iShares US Transportation ETF buyer in Q2 2025 was JP Morgan Chase, an estimated $109M added.
  • The largest iShares US Transportation ETF seller in Q2 2025 was Morgan Stanley, an estimated $18.7M sold.

Based on aggregated 13F filings for Q2 2025.