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iShares US Transportation ETF

111 hedge funds and large institutions have $505M invested in iShares US Transportation ETF in 2015 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 28 increasing their positions, 33 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

47% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 19

8% more funds holding

Funds holding: 103111 (+8)

15% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 33

16.28% less ownership

Funds ownership: 308.16%291.88% (-16%)

19% less capital invested

Capital invested by funds: $621M → $505M (-$116M)

36% less call options, than puts

Call options by funds: $17.7M | Put options by funds: $27.7M

Holders
111
Holders Change
+8
Holders Change %
+7.77%
% of All Funds
2.91%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
28
Increased
28
Reduced
33
Closed
19
Calls
$17.7M
Puts
$27.7M
Net Calls
-$9.95M
Net Calls Change
-$55.1M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$87.9M -$49.4M -1,378,584 -35%
CI
2
Clal Insurance
Israel
$65.2M +$16.5M +461,184 +31%
LPL Financial
3
LPL Financial
California
$63.4M +$11.1M +308,624 +19%
Morgan Stanley
4
Morgan Stanley
New York
$61.3M +$1.32M +36,748 +2%
Bank of America
5
Bank of America
North Carolina
$43M -$6.66M -185,688 -13%
Citigroup
6
Citigroup
New York
$20.9M +$133K +3,696 +0.6%
SG Americas Securities
7
SG Americas Securities
New York
$20.5M +$6M +167,364 +38%
Citadel Advisors
8
Citadel Advisors
Florida
$13.6M +$1.63M +45,412 +13%
Wells Fargo
9
Wells Fargo
California
$13M -$477K -13,304 -3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$10.8M +$9.31M +259,484 +414%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$10.3M +$3.67M +102,208 +51%
UBS Group
12
UBS Group
Switzerland
$8.16M -$648K -18,080 -7%
CS
13
Credit Suisse
Switzerland
$7.33M -$35.4M -986,076 -82%
Two Sigma Advisers
14
Two Sigma Advisers
New York
$6.25M -$1.55M -43,200 -19%
TFA
15
Toth Financial Advisory
Virginia
$4.94M -$11.5K -320 -0.2%
AWM
16
Affinity Wealth Management
Delaware
$4.16M -$705K -19,644 -14%
CA
17
Cumberland Advisors
Florida
$3.58M +$98.3K +2,740 +3%
ACM
18
Aviance Capital Management
Florida
$2.87M -$725K -20,220 -19%
ST
19
Spot Trading
Illinois
$2.86M -$44.3K -1,236 -1%
Baird Financial Group
20
Baird Financial Group
Wisconsin
$2.79M +$2.59M +72,304 +693%
CCM
21
Coe Capital Management
Illinois
$2.69M +$2.87M +80,000 New
AIC
22
Ayalon Insurance Company
Israel
$2.64M
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$2.63M +$2.06M +57,464 +277%
BPC
24
Banque Pictet & Cie
Switzerland
$2.25M
TAM
25
Tocqueville Asset Management
New York
$2.04M +$2.17M +60,500 New

IYT Hedge Fund Activity: Q4 2015 in Review

111 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares US Transportation ETF (IYT) for Q4 2015, worth a combined $505M — down 19% from $621M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IYT positions and 19 closed out — a net gain of 9 holders — while 28 added to existing stakes and 33 trimmed.

The largest buyer was Clal Insurance, adding an estimated $16.5M. The largest seller was Goldman Sachs, cutting an estimated $49.4M.

  • 111 institutional investors held iShares US Transportation ETF (IYT) as of Q4 2015, up from 103 in Q3 2015.
  • Funds reported $505M of iShares US Transportation ETF stock for Q4 2015, down 19% quarter-over-quarter.
  • 28 funds opened new iShares US Transportation ETF positions in Q4 2015 and 19 closed out, a net change of +9 holders.
  • The largest iShares US Transportation ETF buyer in Q4 2015 was Clal Insurance, an estimated $16.5M added.
  • The largest iShares US Transportation ETF seller in Q4 2015 was Goldman Sachs, an estimated $49.4M sold.

Based on aggregated 13F filings for Q4 2015.