iShares US Transportation ETF
175 hedge funds and large institutions have $543M invested in iShares US Transportation ETF in 2023 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 44 increasing their positions, 60 reducing their positions, and 35 closing their positions.
31.79% more ownership
Funds ownership: 257.65% → 289.44% (+32%)
22% more capital invested
Capital invested by funds: $447M → $543M (+$96.1M)
8% less funds holding
Funds holding: 191 → 175 (-16)
27% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 60
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
37% less first-time investments, than exits
New positions opened: 22 | Existing positions closed: 35
62% less call options, than puts
Call options by funds: $12.7M | Put options by funds: $33.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$96.6M |
| 2 |
Goldman Sachs
New York
|
+$16.3M |
| 3 |
JP Morgan Chase
New York
|
+$11.1M |
| 4 |
Barclays
London,
United Kingdom
|
+$11M |
| 5 |
MFS
Mirabella Financial Services
London,
United Kingdom
|
+$4.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$26.4M |
| 2 |
Morgan Stanley
New York
|
-$8.88M |
| 3 |
GCM
Graham Capital Management
Rowayton,
Connecticut
|
-$8.86M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$5.45M |
| 5 |
SC
Scotia Capital
Toronto,
Ontario, Canada
|
-$3.3M |
IYT Hedge Fund Activity: Q1 2023 in Review
175 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares US Transportation ETF (IYT) for Q1 2023, worth a combined $543M — up 22% from $447M a quarter earlier.
Sellers outnumbered buyers: 35 funds closed out of IYT and 22 opened new positions — a net loss of 13 holders — while 60 trimmed existing stakes and 44 added.
The largest buyer was Fisher Asset Management, opening a new position worth an estimated $96.6M. The largest seller was UBS Group, cutting an estimated $26.4M.
- 175 institutional investors held iShares US Transportation ETF (IYT) as of Q1 2023, down from 191 in Q4 2022.
- Funds reported $543M of iShares US Transportation ETF stock for Q1 2023, up 22% quarter-over-quarter.
- 22 funds opened new iShares US Transportation ETF positions in Q1 2023 and 35 closed out, a net change of -13 holders.
- The largest iShares US Transportation ETF buyer in Q1 2023 was Fisher Asset Management, an estimated $96.6M added.
- The largest iShares US Transportation ETF seller in Q1 2023 was UBS Group, an estimated $26.4M sold.
Based on aggregated 13F filings for Q1 2023.