We are live on ! Find out more
IYT icon

iShares US Transportation ETF

233 hedge funds and large institutions have $1.43B invested in iShares US Transportation ETF in 2021 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 90 increasing their positions, 57 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

91% more first-time investments, than exits

New positions opened: 42 | Existing positions closed: 22

58% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 57

38.35% more ownership

Funds ownership: 255.93%294.28% (+38%)

14% more capital invested

Capital invested by funds: $1.26B → $1.43B (+$172M)

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

8% more funds holding

Funds holding: 215233 (+18)

22% less call options, than puts

Call options by funds: $57.6M | Put options by funds: $73.8M

Holders
233
Holders Change
+18
Holders Change %
+8.37%
% of All Funds
4.06%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.19%
New
42
Increased
90
Reduced
57
Closed
22
Calls
$57.6M
Puts
$73.8M
Net Calls
-$16.1M
Net Calls Change
+$38.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PFS
101
Prospera Financial Services
Texas
$657K -$20.3K -304 -3%
JMPWA
102
JP Morgan Private Wealth Advisors
California
$626K +$51.3K +768 +9%
FUBT
103
First United Bank & Trust
Maryland
$625K -$66.3K -992 -9%
EH
104
Equitable Holdings
New York
$603K
SW
105
SVB Wealth
Massachusetts
$594K -$19.8K -296 -3%
CF
106
Centaurus Financial
California
$552K -$2.02M -30,308 -78%
GPA
107
Garrison Point Advisors
California
$545K -$6.68K -100 -1%
IFWM
108
Institute for Wealth Management
Colorado
$535K +$57.5K +860 +12%
NA
109
NewEdge Advisors
Louisiana
$533K +$324K +4,856 +145%
NL
110
NVWM LLC
Pennsylvania
$531K +$269K +4,024 +97%
SFG
111
SNS Financial Group
Minnesota
$520K
SS
112
Sunbelt Securities
Texas
$519K +$80.4K +1,204 +17%
ASN
113
Advisory Services Network
Georgia
$498K -$20.6K -308 -4%
UR
114
USCA RIA
Texas
$489K +$502K +7,520 New
G
115
Gainplan
Michigan
$485K +$88.7K +1,328 +22%
VWM
116
Venturi Wealth Management
Texas
$479K -$1.07K -16 -0.2%
CS
117
Credit Suisse
Switzerland
$476K -$7.56M -113,076 -94%
SFG
118
StrategIQ Financial Group
Indiana
$474K
LNC
119
Lincoln National Corp
Pennsylvania
$460K +$231K +3,452 +95%
Fidelity Investments
120
Fidelity Investments
Massachusetts
$443K +$172K +2,568 +61%
UCFA
121
United Capital Financial Advisors
Texas
$439K
GSWM
122
Golden State Wealth Management
California
$436K +$448K +6,712 New
PPP
123
Private Portfolio Partners
New Jersey
$435K +$13.4K +200 +3%
SIM
124
Seaview Investment Managers
Florida
$430K +$442K +6,612 New
PP
125
Patten & Patten
Tennessee
$429K

IYT Hedge Fund Activity: Q2 2021 in Review

233 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares US Transportation ETF (IYT) for Q2 2021, worth a combined $1.43B — up 14% from $1.26B a quarter earlier.

Buyers outnumbered sellers: 42 funds opened new IYT positions and 22 closed out — a net gain of 20 holders — while 90 added to existing stakes and 57 trimmed.

The largest buyer was International Assets Investment Management, opening a new position worth an estimated $88.6M. The largest seller was Migdal Insurance & Financial Holdings, cutting an estimated $65.5M.

  • 233 institutional investors held iShares US Transportation ETF (IYT) as of Q2 2021, up from 215 in Q1 2021.
  • Funds reported $1.43B of iShares US Transportation ETF stock for Q2 2021, up 14% quarter-over-quarter.
  • 42 funds opened new iShares US Transportation ETF positions in Q2 2021 and 22 closed out, a net change of +20 holders.
  • The largest iShares US Transportation ETF buyer in Q2 2021 was International Assets Investment Management, an estimated $88.6M added.
  • The largest iShares US Transportation ETF seller in Q2 2021 was Migdal Insurance & Financial Holdings, an estimated $65.5M sold.

Based on aggregated 13F filings for Q2 2021.