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iShares US Transportation ETF

89 hedge funds and large institutions have $275M invested in iShares US Transportation ETF in 2016 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

98% more call options, than puts

Call options by funds: $15.7M | Put options by funds: $7.94M

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less funds holding

Funds holding: 9689 (-7)

17% less capital invested

Capital invested by funds: $331M → $275M (-$55.8M)

28% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 18

49% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 39

81.8% less ownership

Funds ownership: 266.84%185.04% (-82%)

Holders
89
Holders Change
-7
Holders Change %
-7.29%
% of All Funds
2.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
20
Reduced
39
Closed
18
Calls
$15.7M
Puts
$7.94M
Net Calls
+$7.76M
Net Calls Change
+$91.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$29M +$14.1M +400,000 +100%
Goldman Sachs
2
Goldman Sachs
New York
$28.9M -$20.9M -593,100 -43%
Morgan Stanley
3
Morgan Stanley
New York
$25.7M -$51.8M -1,465,712 -67%
SG Americas Securities
4
SG Americas Securities
New York
$19.4M -$300K -8,492 -2%
Bank of America
5
Bank of America
North Carolina
$16.1M -$3.5M -99,056 -18%
Citigroup
6
Citigroup
New York
$14.9M +$6.99M +197,948 +93%
N
7
Natixis
France
$14.4M +$14.1M +400,000 New
UBS Group
8
UBS Group
Switzerland
$14M +$1.51M +42,824 +12%
Wells Fargo
9
Wells Fargo
California
$11.2M +$5.11M +144,804 +88%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$10.9M -$181K -5,124 -2%
UCFA
11
United Capital Financial Advisors
Texas
$10.4M +$6.36K +180 +0.1%
LPL Financial
12
LPL Financial
California
$8.48M -$1.41M -39,960 -15%
CS
13
Credit Suisse
Switzerland
$5.02M +$3.15M +89,076 +181%
TFA
14
Toth Financial Advisory
Virginia
$4.97M -$85.6K -2,424 -2%
WMSA
15
Weiss Multi-Strategy Advisers
New York
$4.58M +$4.45M +126,000 New
JP Morgan Chase
16
JP Morgan Chase
New York
$4.09M -$3.13M -88,732 -44%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$3.84M +$1.1M +31,208 +42%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$3.11M -$296K -8,384 -9%
AIC
19
Ayalon Insurance Company
Israel
$2.8M
Two Sigma Advisers
20
Two Sigma Advisers
New York
$2.69M -$1.27M -36,000 -33%
Capital Fund Management (CFM)
21
Capital Fund Management (CFM)
France
$2.68M -$1.95M -55,320 -43%
SI
22
Stephens Inc
Arkansas
$2.6M +$2.53M +71,556 New
BPC
23
Banque Pictet & Cie
Switzerland
$2.43M
RJFSA
24
Raymond James Financial Services Advisors
Florida
$2.32M +$38.8K +1,100 +2%
SC
25
Scotia Capital
Ontario, Canada
$2.29M +$12.6K +356 +0.6%

IYT Hedge Fund Activity: Q3 2016 in Review

89 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares US Transportation ETF (IYT) for Q3 2016, worth a combined $275M — down 17% from $331M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of IYT and 13 opened new positions — a net loss of 5 holders — while 39 trimmed existing stakes and 20 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $14.1M. The largest seller was Morgan Stanley, cutting an estimated $51.8M.

  • 89 institutional investors held iShares US Transportation ETF (IYT) as of Q3 2016, down from 96 in Q2 2016.
  • Funds reported $275M of iShares US Transportation ETF stock for Q3 2016, down 17% quarter-over-quarter.
  • 13 funds opened new iShares US Transportation ETF positions in Q3 2016 and 18 closed out, a net change of -5 holders.
  • The largest iShares US Transportation ETF buyer in Q3 2016 was BNP Paribas Financial Markets, an estimated $14.1M added.
  • The largest iShares US Transportation ETF seller in Q3 2016 was Morgan Stanley, an estimated $51.8M sold.

Based on aggregated 13F filings for Q3 2016.