iShares US Transportation ETF
198 hedge funds and large institutions have $702M invested in iShares US Transportation ETF in 2023 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 42 increasing their positions, 55 reducing their positions, and 26 closing their positions.
78.68% more ownership
Funds ownership: 236.05% → 314.73% (+79%)
65% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 26
27% more capital invested
Capital invested by funds: $552M → $702M (+$150M)
9% more funds holding
Funds holding: 181 → 198 (+17)
22% less call options, than puts
Call options by funds: $47.7M | Put options by funds: $60.9M
24% less repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$134M |
| 2 |
Barclays
London,
United Kingdom
|
+$9.11M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$5.75M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$4.94M |
| 5 |
FCC
Florin Court Capital
London,
United Kingdom
|
+$4.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MMH
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
-$59.1M |
| 2 |
Citigroup
New York
|
-$7.22M |
| 3 |
JP Morgan Chase
New York
|
-$4.02M |
| 4 |
Jane Street
New York
|
-$3.98M |
| 5 |
GS
GTS Securities
Miami,
Florida
|
-$3.83M |
IYT Hedge Fund Activity: Q4 2023 in Review
198 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares US Transportation ETF (IYT) for Q4 2023, worth a combined $702M — up 27% from $552M a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new IYT positions and 26 closed out — a net gain of 17 holders — while 42 added to existing stakes and 55 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $134M. The largest seller was Menora Mivtachim Holdings, exiting entirely with an estimated $59.1M sold.
- 198 institutional investors held iShares US Transportation ETF (IYT) as of Q4 2023, up from 181 in Q3 2023.
- Funds reported $702M of iShares US Transportation ETF stock for Q4 2023, up 27% quarter-over-quarter.
- 43 funds opened new iShares US Transportation ETF positions in Q4 2023 and 26 closed out, a net change of +17 holders.
- The largest iShares US Transportation ETF buyer in Q4 2023 was Morgan Stanley, an estimated $134M added.
- The largest iShares US Transportation ETF seller in Q4 2023 was Menora Mivtachim Holdings, an estimated $59.1M sold.
Based on aggregated 13F filings for Q4 2023.