iShares US Transportation ETF
109 hedge funds and large institutions have $933M invested in iShares US Transportation ETF in 2014 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 40 increasing their positions, 28 reducing their positions, and 14 closing their positions.
121% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 14
55% more capital invested
Capital invested by funds: $600M → $933M (+$332M)
43% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 28
22.79% more ownership
Funds ownership: 279.33% → 302.12% (+23%)
18% more funds holding
Funds holding: 92 → 109 (+17)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
89% less call options, than puts
Call options by funds: $29.9M | Put options by funds: $266M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$154M |
| 2 |
Morgan Stanley
New York
|
+$64.8M |
| 3 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
+$45.3M |
| 4 |
JP Morgan Chase
New York
|
+$14M |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$12.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Sandler Capital Management
New York
|
-$46.5M |
| 2 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$23.8M |
| 3 |
Citigroup
New York
|
-$13.9M |
| 4 |
U
UBS
Zurich,
Switzerland
|
-$4.57M |
| 5 |
MCM
Moore Capital Management
New York
|
-$3.38M |
IYT Hedge Fund Activity: Q2 2014 in Review
109 of the 3,491 institutional investors tracked by Wall St. Rank reported a position in iShares US Transportation ETF (IYT) for Q2 2014, worth a combined $933M — up 55% from $600M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new IYT positions and 14 closed out — a net gain of 17 holders — while 40 added to existing stakes and 28 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $154M. The largest seller was Sandler Capital Management, exiting entirely with an estimated $46.5M sold.
- 109 institutional investors held iShares US Transportation ETF (IYT) as of Q2 2014, up from 92 in Q1 2014.
- Funds reported $933M of iShares US Transportation ETF stock for Q2 2014, up 55% quarter-over-quarter.
- 31 funds opened new iShares US Transportation ETF positions in Q2 2014 and 14 closed out, a net change of +17 holders.
- The largest iShares US Transportation ETF buyer in Q2 2014 was Goldman Sachs, an estimated $154M added.
- The largest iShares US Transportation ETF seller in Q2 2014 was Sandler Capital Management, an estimated $46.5M sold.
Based on aggregated 13F filings for Q2 2014.