iShares US Transportation ETF
157 hedge funds and large institutions have $1.36B invested in iShares US Transportation ETF in 2014 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 54 increasing their positions, 36 reducing their positions, and 16 closing their positions.
250% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 16
50% more funds holding in top 10
Funds holding in top 10: 8 → 12 (+4)
50% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 36
39% more capital invested
Capital invested by funds: $984M → $1.36B (+$379M)
32% more funds holding
Funds holding: 119 → 157 (+38)
19% less call options, than puts
Call options by funds: $29.1M | Put options by funds: $36M
19.38% less ownership
Funds ownership: 266.5% → 247.12% (-19%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DCM
Discovery Capital Management
South Norwalk,
Connecticut
|
+$95.1M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$62.9M |
| 3 |
Citigroup
New York
|
+$55.3M |
| 4 |
LPL Financial
San Diego,
California
|
+$46.6M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$20.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$66.9M |
| 2 |
RIG
RiverFront Investment Group
Richmond,
Virginia
|
-$50M |
| 3 |
Morgan Stanley
New York
|
-$49.8M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$48.8M |
| 5 |
JP Morgan Chase
New York
|
-$35.3M |
IYT Hedge Fund Activity: Q4 2014 in Review
157 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in iShares US Transportation ETF (IYT) for Q4 2014, worth a combined $1.36B — up 39% from $984M a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new IYT positions and 16 closed out — a net gain of 40 holders — while 54 added to existing stakes and 36 trimmed.
The largest buyer was Discovery Capital Management, opening a new position worth an estimated $95.1M. The largest seller was Goldman Sachs, cutting an estimated $66.9M.
- 157 institutional investors held iShares US Transportation ETF (IYT) as of Q4 2014, up from 119 in Q3 2014.
- Funds reported $1.36B of iShares US Transportation ETF stock for Q4 2014, up 39% quarter-over-quarter.
- 56 funds opened new iShares US Transportation ETF positions in Q4 2014 and 16 closed out, a net change of +40 holders.
- The largest iShares US Transportation ETF buyer in Q4 2014 was Discovery Capital Management, an estimated $95.1M added.
- The largest iShares US Transportation ETF seller in Q4 2014 was Goldman Sachs, an estimated $66.9M sold.
Based on aggregated 13F filings for Q4 2014.