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iShares US Regional Banks ETF
IAT

46 hedge funds and large institutions have $142M invested in iShares US Regional Banks ETF in 2013 Q2 according to their latest regulatory filings, with 46 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

35.94% more ownership

Funds ownership: 0% → 35.94% (+36%)

Holders
46
Holders Change
+46
Holders Change %
–
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
46
Increased
–
Reduced
–
Closed
–
Calls
$59K
Puts
–
Net Calls
+$59K
Net Calls Change
+$59K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
PWW
26
Pettyjohn Wood & White
Virginia
$332K +$313K +11,350 New
SNC
27
Stifel Nicolaus & Co
Missouri
$326K +$308K +11,142 New
PWM
28
ParenteBeard Wealth Management
Pennsylvania
$296K +$279K +10,103 New
PP
29
Patten & Patten
Tennessee
$276K +$261K +9,435 New
JMPWA
30
JP Morgan Private Wealth Advisors
California
$244K +$231K +8,350 New
FWCM
31
Ferguson Wellman Capital Management
Oregon
$241K +$228K +8,250 New
US Bancorp
32
US Bancorp
Minnesota
$212K +$200K +7,258 New
EFSCE
33
Enterprise Financial Services Corp (EFSC)
Missouri
$96K +$90.3K +3,271 New
SHWM
34
Smith & Howard Wealth Management
Georgia
$88K +$82.8K +3,000 New
WRM
35
Westport Resources Management
Connecticut
$63K +$59.5K +2,156 New
Creative Planning
36
Creative Planning
Kansas
$63K +$59.6K +2,157 New
Canada Life
37
Canada Life
Manitoba, Canada
$57K +$54.3K +1,965 New
AIG
38
American International Group
New York
$52.8K +$49.8K +1,805 New
QAM
39
QCI Asset Management
New York
$46K +$43K +1,558 New
MFS
40
MSI Financial Services
Massachusetts
$32K +$30.2K +1,095 New
Fifth Third Bancorp
41
Fifth Third Bancorp
Ohio
$19K +$18K +650 New
FNBT
42
FineMark National Bank & Trust
Florida
$16K +$15.2K +550 New
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$12K +$11K +400 New
RIA
44
Regal Investment Advisors
Michigan
$4K +$4.14K +150 New
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$3K +$2.76K +100 New
CFA
46
Carroll Financial Associates
North Carolina
– +$119K +4,320 New
1
2

IAT Hedge Fund Activity: Q2 2013 in Review

46 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q2 2013, worth a combined $142M.

Buyers outnumbered sellers: 46 funds opened new IAT positions and 0 closed out — a net gain of 46 holders — while 0 added to existing stakes and 0 trimmed.

  • 46 institutional investors held iShares US Regional Banks ETF (IAT) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $142M of iShares US Regional Banks ETF stock for Q2 2013.
  • 46 funds opened new iShares US Regional Banks ETF positions in Q2 2013 and 0 closed out, a net change of +46 holders.

Based on aggregated 13F filings for Q2 2013.