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iShares US Transportation ETF

164 hedge funds and large institutions have $351M invested in iShares US Transportation ETF in 2025 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 39 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less funds holding

Funds holding:

less ownership

Funds ownership:

less first-time investments, than exits

New positions opened: | Existing positions closed:

23% less capital invested

Capital invested by funds: $454M → $351M (-$103M)

30% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 56

Holders
164
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
$4.59M
Puts
$3.46M
Net Calls
Net Calls Change

Top Buyers

1 +$18.2M
2 +$7.06M
3 +$4.51M
4
Goldman Sachs
Goldman Sachs
New York
+$4.04M
5
Citigroup
Citigroup
New York
+$3.67M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
101
Sage Capital Management
New Jersey
$226K
GWM
102
Geneos Wealth Management
Colorado
$225K
CIA
103
Concurrent Investment Advisors
Florida
$222K
QWM
104
Quadcap Wealth Management
Texas
$218K
SA
105
Sovran Advisors
California
$215K
SWM
106
Spire Wealth Management
Virginia
$189K
PTC
107
Private Trust Company
Ohio
$176K
TH
108
TCTC Holdings
Texas
$158K
National Bank of Canada
109
National Bank of Canada
Quebec, Canada
$129K
ASN
110
Advisory Services Network
Georgia
$118K
GRP
111
Global Retirement Partners
California
$108K
MG
112
Mather Group
Illinois
$107K
Comerica Bank
113
Comerica Bank
Texas
$106K
MA
114
Montag & Associates
Georgia
$89.2K
HI
115
Harbour Investments
Wisconsin
$75.4K
IA
116
IFP Advisors
Florida
$64.5K
SIC
117
Salem Investment Counselors
North Carolina
$63.7K
VWM
118
Vermillion Wealth Management
Minnesota
$62K
PNC Financial Services Group
119
PNC Financial Services Group
Pennsylvania
$57.4K
OP
120
ORG Partners
Indiana
$57.4K
Bank of Montreal
121
Bank of Montreal
Ontario, Canada
$49.8K
NS
122
NBC Securities
Alabama
$46.8K
PA
123
Parallel Advisors
California
$45.9K
CIAS
124
Capital Investment Advisory Services
North Carolina
$43.6K
TWC
125
TD Waterhouse Canada
Ontario, Canada
$42.7K