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iShares US Transportation ETF

124 hedge funds and large institutions have $559M invested in iShares US Transportation ETF in 2017 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 35 increasing their positions, 39 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

4% less funds holding

Funds holding: 129124 (-5)

10% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 39

15% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 26

17% less capital invested

Capital invested by funds: $674M → $559M (-$115M)

50% less call options, than puts

Call options by funds: $14.5M | Put options by funds: $29M

51.95% less ownership

Funds ownership: 293.12%241.18% (-52%)

Holders
124
Holders Change
-5
Holders Change %
-3.88%
% of All Funds
3.09%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.1%
New
22
Increased
35
Reduced
39
Closed
26
Calls
$14.5M
Puts
$29M
Net Calls
-$14.5M
Net Calls Change
-$7.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$80.2M -$17.7M -417,800 -19%
N
2
Natixis
France
$62.5M +$25.5M +601,488 +75%
UCFA
3
United Capital Financial Advisors
Texas
$61.9M -$4.34M -102,112 -7%
Morgan Stanley
4
Morgan Stanley
New York
$39.6M +$2.78M +65,508 +8%
SG Americas Securities
5
SG Americas Securities
New York
$39.4M +$31.1M +732,096 +488%
Bank of America
6
Bank of America
North Carolina
$36.7M +$3.38M +79,680 +11%
BNP Paribas Financial Markets
7
BNP Paribas Financial Markets
France
$35.7M +$17M +400,000 +100%
MIFH
8
Migdal Insurance & Financial Holdings
Israel
$26.2M +$2.29M +53,968 +10%
Wells Fargo
9
Wells Fargo
California
$19.1M -$641K -15,100 -3%
QIM
10
Quantitative Investment Management
Virginia
$12.8M -$7.1M -167,200 -37%
SCM
11
Sandler Capital Management
New York
$11.4M +$10.9M +256,000 New
LPL Financial
12
LPL Financial
California
$10.9M +$619K +14,584 +6%
JP Morgan Chase
13
JP Morgan Chase
New York
$9.29M +$358K +8,428 +4%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$9.11M +$8.68M +204,400 New
UBS Group
15
UBS Group
Switzerland
$7.88M -$557K -13,112 -7%
TFA
16
Toth Financial Advisory
Virginia
$7.5M +$70.8K +1,668 +1%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$6.63M +$1.06M +24,944 +20%
Citadel Advisors
18
Citadel Advisors
Florida
$5.85M +$5.21M +122,644 +1,432%
CA
19
Cumberland Advisors
Florida
$5.55M +$3.87M +91,240 +275%
Ameriprise
20
Ameriprise
Minnesota
$5.09M +$1.03M +24,296 +27%
RJA
21
Raymond James & Associates
Florida
$4.61M +$136K +3,200 +3%
TSS
22
Two Sigma Securities
New York
$4.07M +$3.88M +91,300 New
SWM
23
Strategic Wealth Management
Washington
$3.25M -$87.5K -2,060 -3%
BCM
24
Barometer Capital Management
Ontario, Canada
$3.18M -$611K -14,400 -17%
SC
25
Scotia Capital
Ontario, Canada
$3.02M +$174K +4,104 +6%

IYT Hedge Fund Activity: Q3 2017 in Review

124 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Transportation ETF (IYT) for Q3 2017, worth a combined $559M — down 17% from $674M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of IYT and 22 opened new positions — a net loss of 4 holders — while 39 trimmed existing stakes and 35 added.

The largest buyer was SG Americas Securities, adding an estimated $31.1M. The largest seller was Bank of Nova Scotia, exiting entirely with an estimated $77M sold.

  • 124 institutional investors held iShares US Transportation ETF (IYT) as of Q3 2017, down from 129 in Q2 2017.
  • Funds reported $559M of iShares US Transportation ETF stock for Q3 2017, down 17% quarter-over-quarter.
  • 22 funds opened new iShares US Transportation ETF positions in Q3 2017 and 26 closed out, a net change of -4 holders.
  • The largest iShares US Transportation ETF buyer in Q3 2017 was SG Americas Securities, an estimated $31.1M added.
  • The largest iShares US Transportation ETF seller in Q3 2017 was Bank of Nova Scotia, an estimated $77M sold.

Based on aggregated 13F filings for Q3 2017.