We are live on ! Find out more
IYT icon

iShares US Transportation ETF

197 hedge funds and large institutions have $930M invested in iShares US Transportation ETF in 2020 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 65 increasing their positions, 41 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 24

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

59% more repeat investments, than reductions

Existing positions increased: 65 | Existing positions reduced: 41

19% more funds holding

Funds holding: 166197 (+31)

18% more capital invested

Capital invested by funds: $789M → $930M (+$141M)

29% less call options, than puts

Call options by funds: $58M | Put options by funds: $81.4M

40.23% less ownership

Funds ownership: 281.14%240.91% (-40%)

Holders
197
Holders Change
+31
Holders Change %
+18.67%
% of All Funds
3.49%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
57
Increased
65
Reduced
41
Closed
24
Calls
$58M
Puts
$81.4M
Net Calls
-$23.4M
Net Calls Change
-$58.6M
Name Holding Trade Value Shares
Change
Change in
Stake
FWCM
76
Ferguson Wellman Capital Management
Oregon
$815K -$44.9K -840 -5%
CIBC World Market
77
CIBC World Market
Ontario, Canada
$791K +$27.8K +520 +4%
WDL
78
Well Done LLC
Michigan
$755K -$37.8K -708 -5%
SCA
79
Sage Capital Advisors
South Dakota
$755K -$5.55K -104 -0.8%
CICI
80
Capital Investment Counsel Inc
North Carolina
$744K -$17.9K -336 -2%
CA
81
Cetera Advisors
Colorado
$676K -$13.7K -256 -2%
ASN
82
Advisory Services Network
Georgia
$658K +$430K +8,052 +208%
Two Sigma Advisers
83
Two Sigma Advisers
New York
$640K +$619K +11,600 New
BCM
84
Barometer Capital Management
Ontario, Canada
$640K -$555K -10,400 -47%
APA
85
American Portfolios Advisors
New York
$622K +$483K +9,048 +404%
HighTower Advisors
86
HighTower Advisors
Illinois
$607K +$585K +10,964 New
CFA
87
Carroll Financial Associates
North Carolina
$601K +$193K +3,612 +50%
PMG
88
ProVise Management Group
Florida
$588K -$10K -188 -2%
FUBT
89
First United Bank & Trust
Maryland
$583K -$19.2K -360 -3%
Squarepoint
90
Squarepoint
New York
$574K +$556K +10,408 New
PFS
91
Prospera Financial Services
Texas
$565K +$339K +6,340 +162%
EH
92
Equitable Holdings
New York
$562K +$265K +4,968 +95%
HI
93
Hudock Inc
Pennsylvania
$553K +$254K +4,756 +90%
SW
94
SVB Wealth
Massachusetts
$546K -$10K -188 -2%
FA
95
FDx Advisors
Illinois
$536K +$519K +9,716 New
JMPWA
96
JP Morgan Private Wealth Advisors
California
$525K -$16K -300 -3%
PAG
97
Private Advisor Group
New Jersey
$524K +$62.4K +1,168 +14%
ICP
98
Interchange Capital Partners
Pennsylvania
$501K +$486K +9,104 New
GPA
99
Garrison Point Advisors
California
$477K
SFG
100
StrategIQ Financial Group
Indiana
$466K -$22.2K -416 -5%

IYT Hedge Fund Activity: Q4 2020 in Review

197 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Transportation ETF (IYT) for Q4 2020, worth a combined $930M — up 18% from $789M a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new IYT positions and 24 closed out — a net gain of 33 holders — while 65 added to existing stakes and 41 trimmed.

The largest buyer was Bank of America, adding an estimated $56.3M. The largest seller was Citigroup, cutting an estimated $42.7M.

  • 197 institutional investors held iShares US Transportation ETF (IYT) as of Q4 2020, up from 166 in Q3 2020.
  • Funds reported $930M of iShares US Transportation ETF stock for Q4 2020, up 18% quarter-over-quarter.
  • 57 funds opened new iShares US Transportation ETF positions in Q4 2020 and 24 closed out, a net change of +33 holders.
  • The largest iShares US Transportation ETF buyer in Q4 2020 was Bank of America, an estimated $56.3M added.
  • The largest iShares US Transportation ETF seller in Q4 2020 was Citigroup, an estimated $42.7M sold.

Based on aggregated 13F filings for Q4 2020.