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iShares US Transportation ETF

196 hedge funds and large institutions have $898M invested in iShares US Transportation ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 41 increasing their positions, 54 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
196
Holders Change
+17
Holders Change %
+9.5%
% of All Funds
2.87%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
43
Increased
41
Reduced
54
Closed
26
Calls
$47.7M
Puts
$60.9M
Net Calls
-$13.2M
Net Calls Change
-$5.65M
Name Holding Trade Value Shares
Change
Shares
Change %
TSWM
126
Tyler-Stone Wealth Management
Ohio
$189K +$1.31K +20 +0.7%
CWC
127
Carolinas Wealth Consulting
North Carolina
$184K
PTC
128
Private Trust Company
Ohio
$161K
SWM
129
Spire Wealth Management
Virginia
$156K +$518 +8 +0.3%
NFA
130
Northwest Financial Advisors
Virginia
$151K +$151K +2,300 New
TH
131
TCTC Holdings
Texas
$144K
EWA
132
EP Wealth Advisors
California
$138K
GWM
133
Geneos Wealth Management
Colorado
$123K
MA
134
Montag & Associates
Georgia
$114K
TCG
135
Transcendent Capital Group
Oklahoma
$105K +$105K +1,600 New
AF
136
Allworth Financial
California
$95.9K +$526 +8 +0.6%
VL
137
Vima LLC
Michigan
$77.1K +$77.1K +1,176 New
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$74.5K +$1.86K +28 +3%
CIAS
139
Capital Investment Advisory Services
North Carolina
$70.1K
HI
140
Harbour Investments
Wisconsin
$63.8K -$6.3K -96 -9%
AWM
141
Avior Wealth Management
Nebraska
$54.9K +$525 +8 +1%
S
142
SignatureFD
Georgia
$52.5K
WP
143
WealthShield Partners
North Carolina
$46.7K
PA
144
Parallel Advisors
California
$42K
TFGT
145
TS Financial Group (TSFG)
Illinois
$40K -$8.21K -124 -17%
ADL
146
Asset Dedication LLC
California
$39K
TWC
147
TD Waterhouse Canada
Ontario, Canada
$38.2K
NF
148
Norwood Financial
Pennsylvania
$32.8K
DWA
149
Delos Wealth Advisors
Texas
$29.9K
AA
150
Ancora Advisors
Ohio
$29.4K