iShares US Transportation ETF
132 hedge funds and large institutions have $606M invested in iShares US Transportation ETF in 2016 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 46 increasing their positions, 19 reducing their positions, and 7 closing their positions.
643% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 7
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
142% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 19
120% more capital invested
Capital invested by funds: $275M → $606M (+$331M)
47% more funds holding
Funds holding: 90 → 132 (+42)
38.77% more ownership
Funds ownership: 185.04% → 223.81% (+39%)
77% less call options, than puts
Call options by funds: $22.8M | Put options by funds: $99.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$54.3M |
| 2 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$42.6M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$40.6M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$40.2M |
| 5 |
SWA
SFMG Wealth Advisors
Plano,
Texas
|
+$22.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$29M |
| 2 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$4.58M |
| 3 |
JP Morgan Chase
New York
|
-$4.36M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$4.26M |
| 5 |
Capital Fund Management (CFM)
Paris,
France
|
-$2.68M |
IYT Hedge Fund Activity: Q4 2016 in Review
132 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares US Transportation ETF (IYT) for Q4 2016, worth a combined $606M — up 120% from $275M a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new IYT positions and 7 closed out — a net gain of 45 holders — while 46 added to existing stakes and 19 trimmed.
The largest buyer was Bank of Nova Scotia, opening a new position worth an estimated $54.3M. The largest seller was BNP Paribas Financial Markets, exiting entirely with an estimated $29M sold.
- 132 institutional investors held iShares US Transportation ETF (IYT) as of Q4 2016, up from 90 in Q3 2016.
- Funds reported $606M of iShares US Transportation ETF stock for Q4 2016, up 120% quarter-over-quarter.
- 52 funds opened new iShares US Transportation ETF positions in Q4 2016 and 7 closed out, a net change of +45 holders.
- The largest iShares US Transportation ETF buyer in Q4 2016 was Bank of Nova Scotia, an estimated $54.3M added.
- The largest iShares US Transportation ETF seller in Q4 2016 was BNP Paribas Financial Markets, an estimated $29M sold.
Based on aggregated 13F filings for Q4 2016.