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iShares US Transportation ETF

103 hedge funds and large institutions have $621M invested in iShares US Transportation ETF in 2015 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 27 increasing their positions, 36 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

206% more call options, than puts

Call options by funds: $67.1M | Put options by funds: $21.9M

13% less funds holding

Funds holding: 118103 (-15)

25% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 36

29% less capital invested

Capital invested by funds: $869M → $621M (-$248M)

44% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 27

88.74% less ownership

Funds ownership: 396.9%308.16% (-89%)

100% less funds holding in top 10

Funds holding in top 10: 40 (-4)

Holders
103
Holders Change
-15
Holders Change %
-12.71%
% of All Funds
2.88%
Holding in Top 10
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-100%
% of All Funds
New
15
Increased
27
Reduced
36
Closed
27
Calls
$67.1M
Puts
$21.9M
Net Calls
+$45.1M
Net Calls Change
-$2.66M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$140M +$43.5M +1,198,336 +43%
Morgan Stanley
2
Morgan Stanley
New York
$62.3M -$202M -5,547,472 -76%
LPL Financial
3
LPL Financial
California
$58.3M -$3.09M -84,972 -5%
CI
4
Clal Insurance
Israel
$51.6M -$5.16M -141,916 -9%
Bank of America
5
Bank of America
North Carolina
$51.2M +$3.54M +97,404 +7%
CS
6
Credit Suisse
Switzerland
$42.1M -$30M -825,016 -41%
BNP Paribas Financial Markets
7
BNP Paribas Financial Markets
France
$28.2M +$12.8M +351,288 +77%
Citigroup
8
Citigroup
New York
$21.6M +$436 +12 +0%
D.E. Shaw & Co
9
D.E. Shaw & Co
New York
$18.6M +$19.3M +530,440 New
SG Americas Securities
10
SG Americas Securities
New York
$15.4M -$457K -12,580 -3%
Wells Fargo
11
Wells Fargo
California
$14M +$3.54M +97,492 +32%
Citadel Advisors
12
Citadel Advisors
Florida
$12.5M +$1.85M +51,040 +17%
JP Morgan Chase
13
JP Morgan Chase
New York
$10.3M +$2.29M +63,148 +27%
UBS Group
14
UBS Group
Switzerland
$9.11M +$1.08M +29,660 +13%
Two Sigma Advisers
15
Two Sigma Advisers
New York
$8M -$3.39M -93,200 -29%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$7.07M +$3.7M +101,780 +101%
TFA
17
Toth Financial Advisory
Virginia
$5.14M -$146K -4,032 -3%
AWM
18
Affinity Wealth Management
Delaware
$5.01M -$4.14M -114,004 -44%
Two Sigma Investments
19
Two Sigma Investments
New York
$3.72M -$657K -18,096 -15%
ACM
20
Aviance Capital Management
Florida
$3.69M +$3.83M +105,368 New
CA
21
Cumberland Advisors
Florida
$3.63M -$281K -7,744 -7%
HighTower Advisors
22
HighTower Advisors
Illinois
$3.06M +$261K +7,176 +9%
ST
23
Spot Trading
Illinois
$3.02M +$873K +24,028 +39%
AIC
24
Ayalon Insurance Company
Israel
$2.86M +$1.45M +40,000 +104%
PAG
25
Private Advisor Group
New Jersey
$2.54M -$1.29M -35,548 -33%

IYT Hedge Fund Activity: Q3 2015 in Review

103 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares US Transportation ETF (IYT) for Q3 2015, worth a combined $621M — down 29% from $869M a quarter earlier.

Sellers outnumbered buyers: 27 funds closed out of IYT and 15 opened new positions — a net loss of 12 holders — while 36 trimmed existing stakes and 27 added.

The largest buyer was Goldman Sachs, adding an estimated $43.5M. The largest seller was Morgan Stanley, cutting an estimated $202M.

  • 103 institutional investors held iShares US Transportation ETF (IYT) as of Q3 2015, down from 118 in Q2 2015.
  • Funds reported $621M of iShares US Transportation ETF stock for Q3 2015, down 29% quarter-over-quarter.
  • 15 funds opened new iShares US Transportation ETF positions in Q3 2015 and 27 closed out, a net change of -12 holders.
  • The largest iShares US Transportation ETF buyer in Q3 2015 was Goldman Sachs, an estimated $43.5M added.
  • The largest iShares US Transportation ETF seller in Q3 2015 was Morgan Stanley, an estimated $202M sold.

Based on aggregated 13F filings for Q3 2015.