We are live on ! Find out more
IYT icon

iShares US Transportation ETF

166 hedge funds and large institutions have $789M invested in iShares US Transportation ETF in 2020 Q3 according to their latest regulatory filings, with 54 funds opening new positions, 47 increasing their positions, 32 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

184% more first-time investments, than exits

New positions opened: 54 | Existing positions closed: 19

121% more call options, than puts

Call options by funds: $64.2M | Put options by funds: $29M

116% more capital invested

Capital invested by funds: $365M → $789M (+$424M)

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

47% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 32

26% more funds holding

Funds holding: 132166 (+34)

10.23% more ownership

Funds ownership: 270.91%281.14% (+10%)

Holders
166
Holders Change
+34
Holders Change %
+25.76%
% of All Funds
3.35%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
54
Increased
47
Reduced
32
Closed
19
Calls
$64.2M
Puts
$29M
Net Calls
+$35.2M
Net Calls Change
+$46.6M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$49K -$3.75M -80,100 -99%
S
127
SignatureFD
Georgia
$45K +$187 +4 +0.4%
US Bancorp
128
US Bancorp
Minnesota
$38K +$33.7K +720 +1,800%
KTC
129
Kistler-Tiffany Companies
Pennsylvania
$37K
PA
130
Parallel Advisors
California
$36K
EFSCE
131
Enterprise Financial Services Corp (EFSC)
Missouri
$34K
TWA
132
TCI Wealth Advisors
Arizona
$30K
JCM
133
Jacobi Capital Management
Pennsylvania
$30K +$3.74K +80 +15%
AF
134
Advisornet Financial
Minnesota
$30K +$28.1K +600 New
RWA
135
Ropes Wealth Advisors
Massachusetts
$29K +$27.5K +588 New
SFPG
136
Stonebridge Financial Planning Group
Florida
$28K -$15.7K -336 -38%
CFD
137
Creative Financial Designs
Indiana
$25K
HWA
138
HCR Wealth Advisors
California
$25K
NSIM
139
North Star Investment Management
Illinois
$24K
CAL
140
Capital Analysts LLC
Pennsylvania
$23K +$13.1K +280 +146%
Carson Wealth (CWM LLC)
141
Carson Wealth (CWM LLC)
Nebraska
$22K
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$20K +$18.5K +396 New
CDIA
143
Capital Directions Investment Advisors
Georgia
$16K
AA
144
AlphaMark Advisors
Kentucky
$15K
SSB
145
Sandy Spring Bank
Maryland
$14K
CAPTRUST Financial Advisors
146
CAPTRUST Financial Advisors
North Carolina
$14K +$3.74K +80 +40%
FRA
147
Front Row Advisors
California
$10K
AF
148
Allworth Financial
California
$9K
William Blair & Company
149
William Blair & Company
Illinois
$8K
IA
150
Independence Advisors
Pennsylvania
$7K

IYT Hedge Fund Activity: Q3 2020 in Review

166 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares US Transportation ETF (IYT) for Q3 2020, worth a combined $789M — up 116% from $365M a quarter earlier.

Buyers outnumbered sellers: 54 funds opened new IYT positions and 19 closed out — a net gain of 35 holders — while 47 added to existing stakes and 32 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, opening a new position worth an estimated $88.1M. The largest seller was Citadel Advisors, exiting entirely with an estimated $22.7M sold.

  • 166 institutional investors held iShares US Transportation ETF (IYT) as of Q3 2020, up from 132 in Q2 2020.
  • Funds reported $789M of iShares US Transportation ETF stock for Q3 2020, up 116% quarter-over-quarter.
  • 54 funds opened new iShares US Transportation ETF positions in Q3 2020 and 19 closed out, a net change of +35 holders.
  • The largest iShares US Transportation ETF buyer in Q3 2020 was Migdal Insurance & Financial Holdings, an estimated $88.1M added.
  • The largest iShares US Transportation ETF seller in Q3 2020 was Citadel Advisors, an estimated $22.7M sold.

Based on aggregated 13F filings for Q3 2020.