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iShares US Transportation ETF

104 hedge funds and large institutions have $357M invested in iShares US Transportation ETF in 2016 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 23 increasing their positions, 44 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

6% less funds holding

Funds holding: 111104 (-7)

19% less first-time investments, than exits

New positions opened: 21 | Existing positions closed: 26

29% less capital invested

Capital invested by funds: $505M → $357M (-$148M)

33% less call options, than puts

Call options by funds: $20.9M | Put options by funds: $31.1M

48% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 44

58.21% less ownership

Funds ownership: 291.88%233.68% (-58%)

Holders
104
Holders Change
-7
Holders Change %
-6.31%
% of All Funds
2.77%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.08%
New
21
Increased
23
Reduced
44
Closed
26
Calls
$20.9M
Puts
$31.1M
Net Calls
-$10.2M
Net Calls Change
-$240K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
1
Citigroup
New York
$50.4M +$26M +794,904 +128%
Morgan Stanley
2
Morgan Stanley
New York
$47.2M -$16.2M -494,380 -27%
Goldman Sachs
3
Goldman Sachs
New York
$44.5M -$44.4M -1,359,596 -52%
LPL Financial
4
LPL Financial
California
$27.5M -$37M -1,131,500 -59%
SG Americas Securities
5
SG Americas Securities
New York
$20.4M -$1.17M -35,796 -6%
Bank of America
6
Bank of America
North Carolina
$20.3M -$23.1M -707,728 -55%
UBS Group
7
UBS Group
Switzerland
$16M +$6.75M +206,600 +85%
JP Morgan Chase
8
JP Morgan Chase
New York
$14.3M +$12.7M +388,680 +2,919%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$10M -$740K -22,636 -7%
GP
10
GLG Partners
United Kingdom
$9.11M +$8.36M +255,812 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$5.33M +$2.34M +71,488 +91%
Wells Fargo
12
Wells Fargo
California
$5.21M -$7.87M -240,908 -62%
Two Sigma Advisers
13
Two Sigma Advisers
New York
$5.11M -$1.37M -42,000 -23%
TFA
14
Toth Financial Advisory
Virginia
$5.02M -$177K -5,412 -4%
Citadel Advisors
15
Citadel Advisors
Florida
$4.84M -$8.71M -266,624 -66%
SWM
16
Strategic Wealth Management
Washington
$4.84M +$4.44M +136,000 New
AWM
17
Affinity Wealth Management
Delaware
$4.4M -$2.35K -72 -0.1%
CA
18
Cumberland Advisors
Florida
$4M +$193K +5,920 +6%
VF
19
Virtu Financial
New York
$3.86M +$2.72M +83,240 +332%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$3.7M -$7.13M -218,236 -68%
AIC
21
Ayalon Insurance Company
Israel
$2.73M -$41.8K -1,280 -2%
HF
22
HRT Financial
New York
$2.71M +$2.23M +68,344 +874%
ACM
23
Aviance Capital Management
Florida
$2.49M -$500K -15,308 -18%
BPC
24
Banque Pictet & Cie
Switzerland
$2.38M
MFS
25
MSI Financial Services
Massachusetts
$2.38M +$1.35M +41,440 +164%

IYT Hedge Fund Activity: Q1 2016 in Review

104 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares US Transportation ETF (IYT) for Q1 2016, worth a combined $357M — down 29% from $505M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of IYT and 21 opened new positions — a net loss of 5 holders — while 44 trimmed existing stakes and 23 added.

The largest buyer was Citigroup, adding an estimated $26M. The largest seller was Clal Insurance, cutting an estimated $61.9M.

  • 104 institutional investors held iShares US Transportation ETF (IYT) as of Q1 2016, down from 111 in Q4 2015.
  • Funds reported $357M of iShares US Transportation ETF stock for Q1 2016, down 29% quarter-over-quarter.
  • 21 funds opened new iShares US Transportation ETF positions in Q1 2016 and 26 closed out, a net change of -5 holders.
  • The largest iShares US Transportation ETF buyer in Q1 2016 was Citigroup, an estimated $26M added.
  • The largest iShares US Transportation ETF seller in Q1 2016 was Clal Insurance, an estimated $61.9M sold.

Based on aggregated 13F filings for Q1 2016.