iShares US Transportation ETF
118 hedge funds and large institutions have $1.01B invested in iShares US Transportation ETF in 2014 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 54 increasing their positions, 28 reducing their positions, and 10 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 4 → 8 (+4)
100% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 10
93% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 28
13% more call options, than puts
Call options by funds: $19.7M | Put options by funds: $17.5M
8% more funds holding
Funds holding: 109 → 118 (+9)
5% more capital invested
Capital invested by funds: $960M → $1.01B (+$52.5M)
35.72% less ownership
Funds ownership: 302.12% → 266.4% (-36%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MTWSIF
Mivtachim The Workers Social Insurance Fund
Tel Aviv,
Israel
|
+$51.9M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$31.1M |
| 3 |
Morgan Stanley
New York
|
+$14.9M |
| 4 |
LPL Financial
San Diego,
California
|
+$10.5M |
| 5 |
TH
Timber Hill
Greenwich,
Connecticut
|
+$5.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$104M |
| 2 |
SG Americas Securities
New York
|
-$16.8M |
| 3 |
Citigroup
New York
|
-$7.62M |
| 4 |
JP Morgan Chase
New York
|
-$2.72M |
| 5 |
SWM
Strategic Wealth Management
Kirkland,
Washington
|
-$2.15M |
IYT Hedge Fund Activity: Q3 2014 in Review
118 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares US Transportation ETF (IYT) for Q3 2014, worth a combined $1.01B — up 5.5% from $960M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new IYT positions and 10 closed out — a net gain of 10 holders — while 54 added to existing stakes and 28 trimmed.
The largest buyer was Mivtachim The Workers Social Insurance Fund, opening a new position worth an estimated $51.9M. The largest seller was Goldman Sachs, cutting an estimated $104M.
- 118 institutional investors held iShares US Transportation ETF (IYT) as of Q3 2014, up from 109 in Q2 2014.
- Funds reported $1.01B of iShares US Transportation ETF stock for Q3 2014, up 5.5% quarter-over-quarter.
- 20 funds opened new iShares US Transportation ETF positions in Q3 2014 and 10 closed out, a net change of +10 holders.
- The largest iShares US Transportation ETF buyer in Q3 2014 was Mivtachim The Workers Social Insurance Fund, an estimated $51.9M added.
- The largest iShares US Transportation ETF seller in Q3 2014 was Goldman Sachs, an estimated $104M sold.
Based on aggregated 13F filings for Q3 2014.