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iShares US Transportation ETF

210 hedge funds and large institutions have $638M invested in iShares US Transportation ETF in 2024 Q1 according to their latest regulatory filings, with 41 funds opening new positions, 48 increasing their positions, 70 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

46% more first-time investments, than exits

New positions opened: 41 | Existing positions closed: 28

23% more call options, than puts

Call options by funds: $10.7M | Put options by funds: $8.71M

6% more funds holding

Funds holding: 198210 (+12)

29% less capital invested

Capital invested by funds: $900M → $638M (-$262M)

31% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 70

340.52% less ownership

Funds ownership: 403.41%62.88% (-341%)

Holders
210
Holders Change
+12
Holders Change %
+6.06%
% of All Funds
3.03%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
41
Increased
48
Reduced
70
Closed
28
Calls
$10.7M
Puts
$8.71M
Net Calls
+$1.99M
Net Calls Change
+$15.2M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
176
Clearstead Advisors
Ohio
$14.3K +$14.6K +215 New
AssetMark Inc
177
AssetMark Inc
California
$14.1K +$13.5K +200 New
CAL
178
Capital Analysts LLC
Pennsylvania
$14K
FRA
179
Front Row Advisors
California
$12.7K +$12.2K +180 New
RFA
180
Register Financial Advisors
Georgia
$12.1K
NSIM
181
North Star Investment Management
Illinois
$11.3K
CB
182
Centennial Bank
Arkansas
$10.7K
MIM
183
Macroview Investment Management
Maryland
$9.99K +$135 +2 +1%
GEA
184
Glen Eagle Advisors
New Jersey
$9.86K
GWSG
185
GPS Wealth Strategies Group
Colorado
$8.73K
ACA
186
Atlas Capital Advisors
Wyoming
$7.88K
EL
187
EMFO LLC
Florida
$7.63K +$1.62K +24 +29%
TAM
188
Tucker Asset Management
Colorado
$6.76K
CFD
189
Creative Financial Designs
Indiana
$6.49K
AF
190
Advisornet Financial
Minnesota
$6.2K
BBHC
191
Brown Brothers Harriman & Co
New York
$5.91K
ACA
192
Aptus Capital Advisors
Alabama
$5.63K
GWANC
193
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.63K
IWP
194
IAG Wealth Partners
Wisconsin
$5.63K
NRG
195
Nemes Rush Group
Michigan
$4.79K -$3.9M -57,572 -100%
IF
196
Integrity Financial
Wyoming
$4.79K
CP
197
Castleview Partners
Texas
$4.22K
RG
198
Retirement Group
California
$4.22K
RIA
199
Realta Investment Advisors
Delaware
$4.22K +$4.06K +60 New
MG
200
Mather Group
Illinois
$3.15K +$812 +12 New

IYT Hedge Fund Activity: Q1 2024 in Review

210 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares US Transportation ETF (IYT) for Q1 2024, worth a combined $638M — down 29% from $900M a quarter earlier.

Buyers outnumbered sellers: 41 funds opened new IYT positions and 28 closed out — a net gain of 13 holders — while 48 added to existing stakes and 70 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, opening a new position worth an estimated $58.2M. The largest seller was Morgan Stanley, cutting an estimated $347M.

  • 210 institutional investors held iShares US Transportation ETF (IYT) as of Q1 2024, up from 198 in Q4 2023.
  • Funds reported $638M of iShares US Transportation ETF stock for Q1 2024, down 29% quarter-over-quarter.
  • 41 funds opened new iShares US Transportation ETF positions in Q1 2024 and 28 closed out, a net change of +13 holders.
  • The largest iShares US Transportation ETF buyer in Q1 2024 was Migdal Insurance & Financial Holdings, an estimated $58.2M added.
  • The largest iShares US Transportation ETF seller in Q1 2024 was Morgan Stanley, an estimated $347M sold.

Based on aggregated 13F filings for Q1 2024.