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iShares US Transportation ETF

143 hedge funds and large institutions have $890M invested in iShares US Transportation ETF in 2015 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 37 increasing their positions, 56 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more call options, than puts

Call options by funds: $31.1M | Put options by funds: $21.3M

8% less funds holding

Funds holding: 156143 (-13)

9.82% less ownership

Funds ownership: 246.96%237.14% (-9.8%)

26% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 39

34% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 56

35% less capital invested

Capital invested by funds: $1.38B → $890M (-$488M)

58% less funds holding in top 10

Funds holding in top 10: 125 (-7)

Holders
143
Holders Change
-13
Holders Change %
-8.33%
% of All Funds
3.81%
Holding in Top 10
5
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-58.33%
% of All Funds
0.13%
New
29
Increased
37
Reduced
56
Closed
39
Calls
$31.1M
Puts
$21.3M
Net Calls
+$9.86M
Net Calls Change
+$16.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$144M +$20.9M +520,088 +17%
LPL Financial
2
LPL Financial
California
$81.4M -$5.83M -145,352 -6%
Morgan Stanley
3
Morgan Stanley
New York
$80.2M +$3.24M +80,688 +4%
CI
4
Clal Insurance
Israel
$73.7M -$63.6M -1,584,444 -46%
Bank of America
5
Bank of America
North Carolina
$59.5M -$44.6M -1,112,680 -42%
Bank of Nova Scotia
6
Bank of Nova Scotia
Ontario, Canada
$41.9M -$21.2M -528,800 -33%
Citigroup
7
Citigroup
New York
$39.9M -$47.9M -1,195,228 -54%
Wells Fargo
8
Wells Fargo
California
$20.3M -$19.3M -481,856 -48%
SG Americas Securities
9
SG Americas Securities
New York
$20.1M +$17.6M +439,636 +594%
UBS Group
10
UBS Group
Switzerland
$19.2M -$5.3M -132,204 -21%
PVH
11
Psagot Value Holdings
Israel
$19.1M +$3.53K +88 +0%
ACM
12
Aviance Capital Management
Florida
$18.9M +$2.01M +49,996 +12%
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$15.7M +$16M +400,000 New
CS
14
Credit Suisse
Switzerland
$13.6M +$1.47M +36,752 +12%
AWM
15
Affinity Wealth Management
Delaware
$13.5M +$1.52M +37,952 +12%
ACM
16
Arlington Capital Management
Illinois
$13.3M +$1.17M +29,100 +9%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$13M -$4.62M -115,228 -26%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$12M -$4.14M -103,324 -25%
UCFA
19
United Capital Financial Advisors
Texas
$11.9M -$4.99M -124,480 -29%
Citadel Advisors
20
Citadel Advisors
Florida
$9.65M +$1.04M +25,836 +12%
Stifel Financial
21
Stifel Financial
Missouri
$8.53M +$7.85M +195,600 +879%
PRCM
22
Pine River Capital Management
Minnesota
$7.83M +$8.02M +200,000 New
MSWM
23
Mader & Shannon Wealth Management
Missouri
$7.76M +$7.95M +198,300 New
CI
24
Chartist Inc
California
$7.03M -$46.7K -1,164 -0.6%
RJFSA
25
Raymond James Financial Services Advisors
Florida
$6.14M +$1.36M +33,900 +28%

IYT Hedge Fund Activity: Q1 2015 in Review

143 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in iShares US Transportation ETF (IYT) for Q1 2015, worth a combined $890M — down 35% from $1.38B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of IYT and 29 opened new positions — a net loss of 10 holders — while 56 trimmed existing stakes and 37 added.

The largest buyer was Goldman Sachs, adding an estimated $20.9M. The largest seller was Discovery Capital Management, exiting entirely with an estimated $99.3M sold.

  • 143 institutional investors held iShares US Transportation ETF (IYT) as of Q1 2015, down from 156 in Q4 2014.
  • Funds reported $890M of iShares US Transportation ETF stock for Q1 2015, down 35% quarter-over-quarter.
  • 29 funds opened new iShares US Transportation ETF positions in Q1 2015 and 39 closed out, a net change of -10 holders.
  • The largest iShares US Transportation ETF buyer in Q1 2015 was Goldman Sachs, an estimated $20.9M added.
  • The largest iShares US Transportation ETF seller in Q1 2015 was Discovery Capital Management, an estimated $99.3M sold.

Based on aggregated 13F filings for Q1 2015.