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iShares US Transportation ETF
IYT

203 hedge funds and large institutions have $442M invested in iShares US Transportation ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 46 increasing their positions, 50 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 25

45% more call options, than puts

Call options by funds: $39.4M | Put options by funds: $27.2M

15% more funds holding

Funds holding: 177 → 203 (+26)

10% more capital invested

Capital invested by funds: $402M → $442M (+$39.6M)

8% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 50

2.17% less ownership

Funds ownership: 62.04% → 59.87% (-2.2%)

Holders
203
Holders Change
+26
Holders Change %
+14.69%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
53
Increased
46
Reduced
50
Closed
25
Calls
$39.4M
Puts
$27.2M
Net Calls
+$12.2M
Net Calls Change
-$32.2M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$25.3M
2
Walleye Capital
Walleye Capital
New York
+$11.6M
3
EFI
EHP Funds Inc
Canada
+$9.13M
4
LPL Financial
LPL Financial
California
+$6.85M
5
SWP
Strategic Wealth Partners
Ohio
+$6.44M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$28.9M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$11.7M
3
National Bank of Canada
National Bank of Canada
Quebec, Canada
-$7.07M
4
Barclays
Barclays
United Kingdom
-$6.88M
5
VV
Verity & Verity
South Carolina
-$4.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
PPP
76
Private Portfolio Partners
New Jersey
$551K – – –
FWCM
77
Ferguson Wellman Capital Management
Oregon
$543K -$58K -820 -9%
CRI
78
Commonwealth Retirement Investments
Virginia
$532K +$556K +7,869 New
IFPG
79
Intrepid Financial Planning Group
Indiana
$530K -$18.4K -260 -3%
CCM
80
Canal Capital Management
Virginia
$525K +$550K +7,772 New
SI
81
Saxon Interests
Texas
$524K – – –
GPA
82
Garrison Point Advisors
California
$519K -$4.95K -70 -0.9%
WA
83
Waverly Advisors
Alabama
$516K -$40.1K -567 -7%
MMH
84
Menora Mivtachim Holdings
Israel
$514K – – –
MFG
85
Merit Financial Group
Georgia
$486K – – –
Millennium Management
86
Millennium Management
New York
$461K +$483K +6,829 New
FWSM
87
First Wilshire Securities Management
California
$459K – – –
Citigroup
88
Citigroup
New York
$453K -$405K -5,726 -46%
TWPM
89
Total Wealth Planning & Management
Florida
$434K +$454K +6,419 New
GCP
90
GSA Capital Partners
United Kingdom
$425K +$445K +6,294 New
Comerica Bank
91
Comerica Bank
Texas
$422K -$47.8K -676 -10%
DIP
92
Davis Investment Partners
North Carolina
$413K – – –
PP
93
Patten & Patten
Tennessee
$374K +$9.55K +135 +3%
TSWM
94
Tyler-Stone Wealth Management
Ohio
$359K +$849 +12 +0.2%
MWM
95
Meridian Wealth Management
Kentucky
$345K +$361K +5,104 New
D.E. Shaw & Co
96
D.E. Shaw & Co
New York
$345K +$361K +5,098 New
PI
97
PFG Investments
New York
$339K +$212 +3 +0.1%
WCF
98
West Coast Financial
California
$338K – – –
FCI
99
Financial Counselors Inc
Kansas
$335K – – –
CCM
100
Carlson Capital Management
Minnesota
$333K – – –
2 3
4
5 6

IYT Hedge Fund Activity: Q4 2024 in Review

203 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Transportation ETF (IYT) for Q4 2024, worth a combined $442M — up 9.9% from $402M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IYT positions and 25 closed out — a net gain of 28 holders — while 46 added to existing stakes and 50 trimmed.

The largest buyer was Bank of America, adding an estimated $25.3M. The largest seller was Goldman Sachs, cutting an estimated $28.9M.

  • 203 institutional investors held iShares US Transportation ETF (IYT) as of Q4 2024, up from 177 in Q3 2024.
  • Funds reported $442M of iShares US Transportation ETF stock for Q4 2024, up 9.9% quarter-over-quarter.
  • 53 funds opened new iShares US Transportation ETF positions in Q4 2024 and 25 closed out, a net change of +28 holders.
  • The largest iShares US Transportation ETF buyer in Q4 2024 was Bank of America, an estimated $25.3M added.
  • The largest iShares US Transportation ETF seller in Q4 2024 was Goldman Sachs, an estimated $28.9M sold.

Based on aggregated 13F filings for Q4 2024.