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iShares US Transportation ETF

174 hedge funds and large institutions have $426M invested in iShares US Transportation ETF in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 64 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.12% more ownership

Funds ownership: 230.49%230.61% (+0.12%)

7% less capital invested

Capital invested by funds: $460M → $426M (-$34.1M)

11% less funds holding

Funds holding: 195174 (-21)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

39% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 64

54% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 35

79% less call options, than puts

Call options by funds: $18.2M | Put options by funds: $86.5M

Holders
174
Holders Change
-21
Holders Change %
-10.77%
% of All Funds
3%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
16
Increased
39
Reduced
64
Closed
35
Calls
$18.2M
Puts
$86.5M
Net Calls
-$68.3M
Net Calls Change
-$34.7M
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
1
Goldman Sachs
New York
$58.8M -$2.88M -51,028 -4%
Bank of America
2
Bank of America
North Carolina
$49M +$21.4M +378,220 +61%
Morgan Stanley
3
Morgan Stanley
New York
$43.8M -$10.4M -183,644 -17%
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$39.5M +$22.6M +400,000 +99%
LPL Financial
5
LPL Financial
California
$16M -$3.16M -55,944 -15%
MMA
6
Miracle Mile Advisors
California
$14.5M +$497K +8,796 +3%
Wells Fargo
7
Wells Fargo
California
$14.5M -$22.9M -405,532 -58%
AC
8
Allstate Corporation
Illinois
$12.4M
Citigroup
9
Citigroup
New York
$10.5M +$11.3M +199,628 +1,336%
Citadel Advisors
10
Citadel Advisors
Florida
$10.3M +$11.8M +208,800 New
SSA
11
Schonfeld Strategic Advisors
New York
$9.54M -$345K -6,108 -3%
UBS Group
12
UBS Group
Switzerland
$8.4M -$2.89M -51,188 -23%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$8.28M +$2.76M +48,836 +41%
Millennium Management
14
Millennium Management
New York
$8.22M +$6.26M +110,828 +196%
HF
15
HRT Financial
New York
$7.89M +$9.08M +160,608 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$6.12M +$35.7K +632 +0.5%
Jane Street
17
Jane Street
New York
$5.95M +$458K +8,096 +7%
Ameriprise
18
Ameriprise
Minnesota
$5.03M -$1.79M -31,644 -28%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$4.68M -$2.61M -46,120 -33%
CCA
20
Cadent Capital Advisors
Oklahoma
$4.12M -$19.9K -352 -0.4%
TRCT
21
Tower Research Capital (TRC)
New York
$3.67M +$4.22M +74,692 +169,755%
KNW
22
Kesler Norman & Wride
Utah
$3.23M +$270K +4,780 +8%
Qube Research & Technologies (QRT)
23
Qube Research & Technologies (QRT)
United Kingdom
$3.19M +$3.67M +64,996 New
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$3.14M -$4.91M -86,820 -58%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$3.01M -$138K -2,448 -4%

IYT Hedge Fund Activity: Q3 2022 in Review

174 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Transportation ETF (IYT) for Q3 2022, worth a combined $426M — down 7.4% from $460M a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of IYT and 16 opened new positions — a net loss of 19 holders — while 64 trimmed existing stakes and 39 added.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $22.6M. The largest seller was Wells Fargo, cutting an estimated $22.9M.

  • 174 institutional investors held iShares US Transportation ETF (IYT) as of Q3 2022, down from 195 in Q2 2022.
  • Funds reported $426M of iShares US Transportation ETF stock for Q3 2022, down 7.4% quarter-over-quarter.
  • 16 funds opened new iShares US Transportation ETF positions in Q3 2022 and 35 closed out, a net change of -19 holders.
  • The largest iShares US Transportation ETF buyer in Q3 2022 was BNP Paribas Financial Markets, an estimated $22.6M added.
  • The largest iShares US Transportation ETF seller in Q3 2022 was Wells Fargo, an estimated $22.9M sold.

Based on aggregated 13F filings for Q3 2022.