iShares US Transportation ETF
175 hedge funds and large institutions have $611M invested in iShares US Transportation ETF in 2023 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 44 increasing their positions, 56 reducing their positions, and 18 closing their positions.
11% more capital invested
Capital invested by funds: $552M → $611M (+$58.8M)
6% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 18
0% more funds holding
Funds holding: 175 → 175 (0)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
21% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 56
35.35% less ownership
Funds ownership: 289.44% → 254.09% (-35%)
51% less call options, than puts
Call options by funds: $12.7M | Put options by funds: $25.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$61.6M |
| 2 |
Fisher Asset Management
Camas,
Washington
|
+$6.43M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$5.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$5.18M |
| 5 |
FCC
Florin Court Capital
London,
United Kingdom
|
+$4.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$51.9M |
| 2 |
MMA
Miracle Mile Advisors
Los Angeles,
California
|
-$10.9M |
| 3 |
SI
Symmetry Investments
St Helier,
Jersey
|
-$6.6M |
| 4 |
Goldman Sachs
New York
|
-$4.3M |
| 5 |
MFS
Mirabella Financial Services
London,
United Kingdom
|
-$4.08M |
IYT Hedge Fund Activity: Q2 2023 in Review
175 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in iShares US Transportation ETF (IYT) for Q2 2023, worth a combined $611M — up 11% from $552M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new IYT positions and 18 closed out — a net gain of 1 holder — while 44 added to existing stakes and 56 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $61.6M. The largest seller was Morgan Stanley, cutting an estimated $51.9M.
- 175 institutional investors held iShares US Transportation ETF (IYT) as of Q2 2023, unchanged from Q1 2023.
- Funds reported $611M of iShares US Transportation ETF stock for Q2 2023, up 11% quarter-over-quarter.
- 19 funds opened new iShares US Transportation ETF positions in Q2 2023 and 18 closed out, a net change of +1 holder.
- The largest iShares US Transportation ETF buyer in Q2 2023 was JP Morgan Chase, an estimated $61.6M added.
- The largest iShares US Transportation ETF seller in Q2 2023 was Morgan Stanley, an estimated $51.9M sold.
Based on aggregated 13F filings for Q2 2023.