We are live on ! Find out more
IYT icon

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
BWL
201
Bogart Wealth LLC
Virginia
$2.92K +$68 +1 +3%
FFA
202
Farther Finance Advisors
California
$2.79K
William Blair & Company
203
William Blair & Company
Illinois
$2.25K
WWP
204
WR Wealth Planners
Missouri
$2.25K +$2.17K +32 New
OSAM
205
O'Shaughnessy Asset Management
Connecticut
$1.97K
US Bancorp
206
US Bancorp
Minnesota
$1.69K +$1.62K +24 New
BBPWM
207
Blue Bell Private Wealth Management
Pennsylvania
$1.41K -$6.77K -100 -83%
CPBTD
208
Central Pacific Bank - Trust Division
Hawaii
$1.12K +$1.08K +16 New
HFS
209
Hantz Financial Services
Michigan
$1K +$1.35K +20 New
CSC
210
Caldwell Sutter Capital
California
$563
AWM
211
AE Wealth Management
Kansas
-$2.37M -36,036 Closed
TCMP
212
Thrive Capital Management (Pennsylvania)
Pennsylvania
-$2.26M -34,404 Closed
Squarepoint
213
Squarepoint
New York
-$1.65M -25,204 Closed
BDAM
214
Blue Door Asset Management
Connecticut
-$1.21M -18,400 Closed
HAM
215
Harmony Asset Management
Arizona
-$969K -14,764 Closed
Walleye Trading
216
Walleye Trading
New York
-$520K -7,932 Closed
KAS
217
Kestra Advisory Services
Texas
-$423K -6,452 Closed
TSS
218
Two Sigma Securities
New York
-$386K -5,876 Closed
KNW
219
Kesler Norman & Wride
Utah
-$337K -5,140 Closed
CAM
220
Cresset Asset Management
Illinois
-$304K -4,628 Closed
BIA
221
Biondo Investment Advisors
Pennsylvania
-$213K -3,240 Closed
DS
222
DRW Securities
Illinois
-$208K -3,172 Closed
AI
223
Atom Investors
Texas
-$206K -3,140 Closed
CWC
224
Carolinas Wealth Consulting
North Carolina
-$184K -2,800 Closed
NFA
225
Northwest Financial Advisors
Virginia
-$151K -2,300 Closed

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.