iShares US Transportation ETF
130 hedge funds and large institutions have $343M invested in iShares US Transportation ETF in 2018 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 27 increasing their positions, 51 reducing their positions, and 43 closing their positions.
160% more call options, than puts
Call options by funds: $72.1M | Put options by funds: $27.7M
11% less funds holding
Funds holding: 146 → 130 (-16)
20.52% less ownership
Funds ownership: 261.29% → 240.77% (-21%)
33% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 43
40% less capital invested
Capital invested by funds: $568M → $343M (-$225M)
47% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 51
75% less funds holding in top 10
Funds holding in top 10: 4 → 1 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
+$34.8M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$21M |
| 3 |
MIFH
Migdal Insurance & Financial Holdings
Petach Tikva,
Israel
|
+$13.9M |
| 4 |
WMSA
Weiss Multi-Strategy Advisers
New York
|
+$8.68M |
| 5 |
CA
Cumberland Advisors
Sarasota,
Florida
|
+$8.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$79.5M |
| 2 |
Goldman Sachs
New York
|
-$36.6M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$20.5M |
| 4 |
SG Americas Securities
New York
|
-$10.2M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$9.14M |
IYT Hedge Fund Activity: Q4 2018 in Review
130 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in iShares US Transportation ETF (IYT) for Q4 2018, worth a combined $343M — down 40% from $568M a quarter earlier.
Sellers outnumbered buyers: 43 funds closed out of IYT and 29 opened new positions — a net loss of 14 holders — while 51 trimmed existing stakes and 27 added.
The largest buyer was Citigroup, adding an estimated $34.8M. The largest seller was Morgan Stanley, cutting an estimated $79.5M.
- 130 institutional investors held iShares US Transportation ETF (IYT) as of Q4 2018, down from 146 in Q3 2018.
- Funds reported $343M of iShares US Transportation ETF stock for Q4 2018, down 40% quarter-over-quarter.
- 29 funds opened new iShares US Transportation ETF positions in Q4 2018 and 43 closed out, a net change of -14 holders.
- The largest iShares US Transportation ETF buyer in Q4 2018 was Citigroup, an estimated $34.8M added.
- The largest iShares US Transportation ETF seller in Q4 2018 was Morgan Stanley, an estimated $79.5M sold.
Based on aggregated 13F filings for Q4 2018.