iShares US Transportation ETF
146 hedge funds and large institutions have $568M invested in iShares US Transportation ETF in 2018 Q3 according to their latest regulatory filings, with 31 funds opening new positions, 52 increasing their positions, 35 reducing their positions, and 24 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
49% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 35
29% more first-time investments, than exits
New positions opened: 31 | Existing positions closed: 24
5% more funds holding
Funds holding: 139 → 146 (+7)
4% more capital invested
Capital invested by funds: $547M → $568M (+$20.9M)
2.44% less ownership
Funds ownership: 263.73% → 261.29% (-2.4%)
39% less call options, than puts
Call options by funds: $23.1M | Put options by funds: $37.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$64.4M |
| 2 |
SG Americas Securities
New York
|
+$10M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$6.73M |
| 4 |
BCM
Beck Capital Management
Austin,
Texas
|
+$3.65M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$48.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$48.4M |
| 3 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
-$23.1M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$6.34M |
| 5 |
Millennium Management
New York
|
-$4.82M |
IYT Hedge Fund Activity: Q3 2018 in Review
146 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in iShares US Transportation ETF (IYT) for Q3 2018, worth a combined $568M — up 3.8% from $547M a quarter earlier.
Buyers outnumbered sellers: 31 funds opened new IYT positions and 24 closed out — a net gain of 7 holders — while 52 added to existing stakes and 35 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $64.4M. The largest seller was United Capital Financial Advisors, cutting an estimated $48.6M.
- 146 institutional investors held iShares US Transportation ETF (IYT) as of Q3 2018, up from 139 in Q2 2018.
- Funds reported $568M of iShares US Transportation ETF stock for Q3 2018, up 3.8% quarter-over-quarter.
- 31 funds opened new iShares US Transportation ETF positions in Q3 2018 and 24 closed out, a net change of +7 holders.
- The largest iShares US Transportation ETF buyer in Q3 2018 was Morgan Stanley, an estimated $64.4M added.
- The largest iShares US Transportation ETF seller in Q3 2018 was United Capital Financial Advisors, an estimated $48.6M sold.
Based on aggregated 13F filings for Q3 2018.