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iShares US Transportation ETF

203 hedge funds and large institutions have $442M invested in iShares US Transportation ETF in 2024 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 46 increasing their positions, 50 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

112% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 25

45% more call options, than puts

Call options by funds: $39.4M | Put options by funds: $27.2M

15% more funds holding

Funds holding: 177203 (+26)

10% more capital invested

Capital invested by funds: $402M → $442M (+$39.6M)

8% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 50

2.17% less ownership

Funds ownership: 62.04%59.87% (-2.2%)

Holders
203
Holders Change
+26
Holders Change %
+14.69%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
53
Increased
46
Reduced
50
Closed
25
Calls
$39.4M
Puts
$27.2M
Net Calls
+$12.2M
Net Calls Change
-$32.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$82.4M +$6.01M +85,006 +7%
Goldman Sachs
2
Goldman Sachs
New York
$46.1M -$28.9M -408,023 -37%
Bank of America
3
Bank of America
North Carolina
$36.2M +$25.3M +357,557 +201%
LPL Financial
4
LPL Financial
California
$18.4M +$6.85M +96,850 +55%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
5
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$18.1M
FFB
6
First Financial Bankshares
Texas
$18.1M +$22.2K +314 +0.1%
Wells Fargo
7
Wells Fargo
California
$16.2M -$207K -2,923 -1%
Barclays
8
Barclays
United Kingdom
$13.5M -$6.88M -97,301 -33%
Walleye Capital
9
Walleye Capital
New York
$11.1M +$11.6M +163,934 New
Two Sigma Investments
10
Two Sigma Investments
New York
$9.46M +$5.76M +81,500 +139%
EFI
11
EHP Funds Inc
Canada
$8.72M +$9.13M +129,100 New
UBS Group
12
UBS Group
Switzerland
$7.87M -$1.69M -23,893 -17%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$6.65M -$389K -5,498 -5%
SWP
14
Strategic Wealth Partners
Ohio
$6.58M +$6.44M +91,130 New
Marshall Wace
15
Marshall Wace
United Kingdom
$5.95M +$6.22M +88,014 New
JGC
16
J. Goldman & Co
New York
$5.78M +$6.05M +85,611 New
Citadel Advisors
17
Citadel Advisors
Florida
$5.47M +$4.38M +61,903 +324%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$5.11M +$793K +11,210 +17%
JP Morgan Chase
19
JP Morgan Chase
New York
$4.86M +$585K +8,273 +13%
Royal Bank of Canada
20
Royal Bank of Canada
Ontario, Canada
$4.83M +$1.77M +25,039 +54%
JE
21
JMAC Enterprises
Pennsylvania
$4.6M +$246K +3,476 +5%
AFG
22
Albion Financial Group
Utah
$4.33M +$4.54M +64,148 New
Raymond James Financial
23
Raymond James Financial
Florida
$3.75M +$3.93M +55,570 New
CCM
24
Cox Capital Management
Massachusetts
$3.56M +$3.73M +52,760 New
Ameriprise
25
Ameriprise
Minnesota
$3.48M +$79.1K +1,119 +2%

IYT Hedge Fund Activity: Q4 2024 in Review

203 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Transportation ETF (IYT) for Q4 2024, worth a combined $442M — up 9.9% from $402M a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IYT positions and 25 closed out — a net gain of 28 holders — while 46 added to existing stakes and 50 trimmed.

The largest buyer was Bank of America, adding an estimated $25.3M. The largest seller was Goldman Sachs, cutting an estimated $28.9M.

  • 203 institutional investors held iShares US Transportation ETF (IYT) as of Q4 2024, up from 177 in Q3 2024.
  • Funds reported $442M of iShares US Transportation ETF stock for Q4 2024, up 9.9% quarter-over-quarter.
  • 53 funds opened new iShares US Transportation ETF positions in Q4 2024 and 25 closed out, a net change of +28 holders.
  • The largest iShares US Transportation ETF buyer in Q4 2024 was Bank of America, an estimated $25.3M added.
  • The largest iShares US Transportation ETF seller in Q4 2024 was Goldman Sachs, an estimated $28.9M sold.

Based on aggregated 13F filings for Q4 2024.