We are live on ! Find out more
IYT icon

iShares US Transportation ETF

191 hedge funds and large institutions have $447M invested in iShares US Transportation ETF in 2022 Q4 according to their latest regulatory filings, with 39 funds opening new positions, 37 increasing their positions, 68 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 19

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

27.03% more ownership

Funds ownership: 230.61%257.65% (+27%)

10% more funds holding

Funds holding: 174191 (+17)

5% more capital invested

Capital invested by funds: $426M → $447M (+$20.7M)

46% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 68

56% less call options, than puts

Call options by funds: $13.6M | Put options by funds: $30.8M

Holders
191
Holders Change
+17
Holders Change %
+9.77%
% of All Funds
3.07%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
39
Increased
37
Reduced
68
Closed
19
Calls
$13.6M
Puts
$30.8M
Net Calls
-$17.2M
Net Calls Change
+$51.1M
Name Holding Trade Value Shares
Change
Change in
Stake
SI
76
Saxon Interests
Texas
$437K -$128K -2,376 -23%
GPA
77
Garrison Point Advisors
California
$424K
JIP
78
Jaffetilchin Investment Partners
Florida
$423K +$427K +7,916 New
BPA
79
Beacon Pointe Advisors
California
$409K
FFN
80
Focus Financial Network
Minnesota
$380K -$12.5K -232 -3%
CCM
81
Cox Capital Management
Massachusetts
$378K +$382K +7,072 New
Stifel Financial
82
Stifel Financial
Missouri
$374K +$378K +6,996 New
LNC
83
Lincoln National Corp
Pennsylvania
$365K +$1.3K +24 +0.4%
LF
84
LifeSteps Financial
California
$363K -$180K -3,340 -33%
FWSM
85
First Wilshire Securities Management
California
$363K
Rockefeller Capital Management
86
Rockefeller Capital Management
New York
$362K +$864 +16 +0.2%
BCP
87
Blue Chip Partners
Michigan
$356K +$360K +6,660 New
DIP
88
Davis Investment Partners
North Carolina
$355K +$324K +6,000 New
TC
89
Trilogy Capital
California
$348K +$352K +6,512 New
PP
90
Patten & Patten
Tennessee
$331K
PWAC
91
Private Wealth Advisors (California)
California
$314K -$648 -12 -0.2%
CCM
92
Carlson Capital Management
Minnesota
$310K -$3.02K -56 -1%
NFG
93
Nations Financial Group
Iowa
$296K -$4.32K -80 -1%
MIH
94
Meitav Investment House
Israel
$288K -$66.1K -1,224 -18%
AR
95
Apeiron RIA
Texas
$287K
FCI
96
Financial Counselors Inc
Kansas
$284K -$9.94K -184 -3%
KIA
97
KCM Investment Advisors
California
$279K +$282K +5,220 New
Cetera Investment Advisers
98
Cetera Investment Advisers
Illinois
$277K -$56.2K -1,040 -17%
Cerity Partners
99
Cerity Partners
New York
$275K +$278K +5,144 New
BRWA
100
B. Riley Wealth Advisors
Florida
$274K -$10.2K -188 -4%

IYT Hedge Fund Activity: Q4 2022 in Review

191 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Transportation ETF (IYT) for Q4 2022, worth a combined $447M — up 4.9% from $426M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new IYT positions and 19 closed out — a net gain of 20 holders — while 37 added to existing stakes and 68 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $85.4M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $32.4M.

  • 191 institutional investors held iShares US Transportation ETF (IYT) as of Q4 2022, up from 174 in Q3 2022.
  • Funds reported $447M of iShares US Transportation ETF stock for Q4 2022, up 4.9% quarter-over-quarter.
  • 39 funds opened new iShares US Transportation ETF positions in Q4 2022 and 19 closed out, a net change of +20 holders.
  • The largest iShares US Transportation ETF buyer in Q4 2022 was Morgan Stanley, an estimated $85.4M added.
  • The largest iShares US Transportation ETF seller in Q4 2022 was BNP Paribas Financial Markets, an estimated $32.4M sold.

Based on aggregated 13F filings for Q4 2022.