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iShares US Transportation ETF

135 hedge funds and large institutions have $264M invested in iShares US Transportation ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 33 increasing their positions, 60 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1% more call options, than puts

Call options by funds: $141M | Put options by funds: $139M

6% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 17

3% less funds holding

Funds holding: 139135 (-4)

33% less capital invested

Capital invested by funds: $394M → $264M (-$130M)

45% less repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 60

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

109.54% less ownership

Funds ownership: 313.64%204.1% (-110%)

Holders
135
Holders Change
-4
Holders Change %
-2.88%
% of All Funds
2.93%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
33
Reduced
60
Closed
17
Calls
$141M
Puts
$139M
Net Calls
+$1.96M
Net Calls Change
+$3.83M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$28.2M -$9.44M -200,000 -25%
Morgan Stanley
2
Morgan Stanley
New York
$20M -$48.3M -1,023,764 -71%
Citigroup
3
Citigroup
New York
$18.9M -$29M -615,068 -61%
Goldman Sachs
4
Goldman Sachs
New York
$17.4M -$13.3M -281,420 -43%
UBS Group
5
UBS Group
Switzerland
$16M +$557K +11,804 +4%
Bank of America
6
Bank of America
North Carolina
$13M -$5.15M -109,104 -28%
Millennium Management
7
Millennium Management
New York
$10.5M +$8.11M +171,676 +328%
LPL Financial
8
LPL Financial
California
$9.45M -$604K -12,792 -6%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$8.79M +$8.38M +177,532 +1,916%
Two Sigma Advisers
10
Two Sigma Advisers
New York
$8.49M -$1.55M -32,800 -15%
TFA
11
Toth Financial Advisory
Virginia
$7.29M -$863K -18,276 -11%
HF
12
HRT Financial
New York
$7.11M +$7.14M +151,196 New
Wells Fargo
13
Wells Fargo
California
$6.32M +$688K +14,576 +12%
CA
14
Cumberland Advisors
Florida
$6.01M -$10.5M -222,160 -63%
WMSA
15
Weiss Multi-Strategy Advisers
New York
$5.2M -$5.23M -110,800 -50%
MIG
16
McGuire Investment Group
Rhode Island
$4.81M -$279K -5,904 -5%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$4.39M +$431K +9,136 +11%
SWM
18
Strategic Wealth Management
Washington
$4M +$450K +9,520 +13%
Walleye Trading
19
Walleye Trading
New York
$2.99M +$2.79M +59,068 +1,345%
Two Sigma Investments
20
Two Sigma Investments
New York
$2.98M -$6.67M -141,208 -69%
SC
21
Scotia Capital
Ontario, Canada
$2.78M -$2.24M -47,404 -44%
Barclays
22
Barclays
United Kingdom
$2.73M +$2.73M +57,812 +18,066%
Ameriprise
23
Ameriprise
Minnesota
$2.66M -$184K -3,900 -6%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.65M +$278K +5,896 +12%
PWAC
25
Private Wealth Advisors (California)
California
$2.41M

IYT Hedge Fund Activity: Q2 2019 in Review

135 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares US Transportation ETF (IYT) for Q2 2019, worth a combined $264M — down 33% from $394M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of IYT and 16 opened new positions — a net loss of 1 holder — while 60 trimmed existing stakes and 33 added.

The largest buyer was Susquehanna International Group, adding an estimated $8.38M. The largest seller was Morgan Stanley, cutting an estimated $48.3M.

  • 135 institutional investors held iShares US Transportation ETF (IYT) as of Q2 2019, down from 139 in Q1 2019.
  • Funds reported $264M of iShares US Transportation ETF stock for Q2 2019, down 33% quarter-over-quarter.
  • 16 funds opened new iShares US Transportation ETF positions in Q2 2019 and 17 closed out, a net change of -1 holder.
  • The largest iShares US Transportation ETF buyer in Q2 2019 was Susquehanna International Group, an estimated $8.38M added.
  • The largest iShares US Transportation ETF seller in Q2 2019 was Morgan Stanley, an estimated $48.3M sold.

Based on aggregated 13F filings for Q2 2019.