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iShares US Transportation ETF

172 hedge funds and large institutions have $453M invested in iShares US Transportation ETF in 2025 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 38 increasing their positions, 57 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

13% less call options, than puts

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

33% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 57

Holders
172
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$10.1M
Puts
$11.6M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EIP
101
Ellis Investment Partners
Pennsylvania
$219K
SCM
102
Sage Capital Management
New Jersey
$216K
NGA
103
Naples Global Advisors
Florida
$214K
CIA
104
Concurrent Investment Advisors
Florida
$214K
SA
105
Sovran Advisors
California
$214K
QWM
106
Quadcap Wealth Management
Texas
$214K
GCP
107
GSA Capital Partners
United Kingdom
$202K
SWM
108
Spire Wealth Management
Virginia
$169K
PTC
109
Private Trust Company
Ohio
$168K
TH
110
TCTC Holdings
Texas
$151K
National Bank of Canada
111
National Bank of Canada
Quebec, Canada
$125K
EWA
112
EP Wealth Advisors
California
$106K
GRP
113
Global Retirement Partners
California
$104K
Comerica Bank
114
Comerica Bank
Texas
$101K
MA
115
Montag & Associates
Georgia
$85.3K
BA
116
Bristlecone Advisors
Washington
$80.9K
HI
117
Harbour Investments
Wisconsin
$72K
WOSD
118
WFA of San Diego
California
$68.5K
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$67.6K
IA
120
IFP Advisors
Florida
$61.7K
SIC
121
Salem Investment Counselors
North Carolina
$60.9K
VWM
122
Vermillion Wealth Management
Minnesota
$59K
OP
123
ORG Partners
Indiana
$55.7K
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$55.3K
AAS
125
Ameritas Advisory Services
Nebraska
$48.8K