We are live on ! Find out more
IYT icon

iShares US Transportation ETF
IYT

132 hedge funds and large institutions have $365M invested in iShares US Transportation ETF in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 31 increasing their positions, 35 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

76% more capital invested

Capital invested by funds: $208M → $365M (+$157M)

36.18% more ownership

Funds ownership: 234.73% → 270.91% (+36%)

27% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 30

6% more funds holding

Funds holding: 124 → 132 (+8)

11% less call options, than puts

Call options by funds: $90.7M | Put options by funds: $102M

11% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 35

Holders
132
Holders Change
+8
Holders Change %
+6.45%
% of All Funds
2.71%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
31
Reduced
35
Closed
30
Calls
$90.7M
Puts
$102M
Net Calls
-$11.4M
Net Calls Change
+$49M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$41M
2
Citigroup
Citigroup
New York
+$30.4M
3
RBA
Richard Bernstein Advisors
New York
+$29M
4
TD Asset Management
TD Asset Management
Ontario, Canada
+$19M
5
Citadel Advisors
Citadel Advisors
Florida
+$18.4M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$16.4M
2
PAMP
Polar Asset Management Partners
Ontario, Canada
-$14.7M
3
Jane Street
Jane Street
New York
-$14.3M
4
Goldman Sachs
Goldman Sachs
New York
-$8.76M
5
FIM
Freedom Investment Management
Connecticut
-$3.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
GSWM
151
Golden State Wealth Management
California
– -$11K -324 Closed
LDFR
152
Lehman & Derafelo Financial Resources
Pennsylvania
– -$11K -320 Closed
HIA
153
Harbor Investment Advisory
Maryland
– -$10K -300 Closed
CAN
154
Claraphi Advisory Network
United States
– -$8K -220 Closed
WAP
155
Wealthcare Advisory Partners
Pennsylvania
– -$8K -220 Closed
DTIM
156
Danda Trouve Investment Management
Kansas
– -$6K -160 Closed
CFGS
157
Concourse Financial Group Securities
Alabama
– -$3.79K -100 Closed
IA
158
IFP Advisors
Florida
– -$3.79K -100 Closed
EWM
159
EPG Wealth Management
Georgia
– -$3K -80 Closed
3 4 5 6
7

IYT Hedge Fund Activity: Q2 2020 in Review

132 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares US Transportation ETF (IYT) for Q2 2020, worth a combined $365M — up 76% from $208M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IYT positions and 30 closed out — a net gain of 8 holders — while 31 added to existing stakes and 35 trimmed.

The largest buyer was Bank of America, adding an estimated $41M. The largest seller was Morgan Stanley, cutting an estimated $16.4M.

  • 132 institutional investors held iShares US Transportation ETF (IYT) as of Q2 2020, up from 124 in Q1 2020.
  • Funds reported $365M of iShares US Transportation ETF stock for Q2 2020, up 76% quarter-over-quarter.
  • 38 funds opened new iShares US Transportation ETF positions in Q2 2020 and 30 closed out, a net change of +8 holders.
  • The largest iShares US Transportation ETF buyer in Q2 2020 was Bank of America, an estimated $41M added.
  • The largest iShares US Transportation ETF seller in Q2 2020 was Morgan Stanley, an estimated $16.4M sold.

Based on aggregated 13F filings for Q2 2020.