iShares US Regional Banks ETF
IAT
80 hedge funds and large institutions have $174M invested in iShares US Regional Banks ETF in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 12 closing their positions.
35% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 20
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
5% less funds holding
Funds holding: 84 → 80 (-4)
7.5% less ownership
Funds ownership: 41.39% → 33.9% (-7.5%)
10% less capital invested
Capital invested by funds: $194M → $174M (-$20.2M)
17% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 12
Top Buyers
| 1 |
BAM
Baring Asset Management
London,
United Kingdom
|
+$40.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.23M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.81M |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$1.37M |
| 5 |
Morgan Stanley
New York
|
+$1.25M |
Top Sellers
IAT Hedge Fund Activity: Q3 2015 in Review
80 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q3 2015, worth a combined $174M — down 10% from $194M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of IAT and 10 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 27 added.
The largest buyer was Baring Asset Management, adding an estimated $40.4M. The largest seller was Bank of Nova Scotia, cutting an estimated $36.5M.
- 80 institutional investors held iShares US Regional Banks ETF (IAT) as of Q3 2015, down from 84 in Q2 2015.
- Funds reported $174M of iShares US Regional Banks ETF stock for Q3 2015, down 10% quarter-over-quarter.
- 10 funds opened new iShares US Regional Banks ETF positions in Q3 2015 and 12 closed out, a net change of -2 holders.
- The largest iShares US Regional Banks ETF buyer in Q3 2015 was Baring Asset Management, an estimated $40.4M added.
- The largest iShares US Regional Banks ETF seller in Q3 2015 was Bank of Nova Scotia, an estimated $36.5M sold.
Based on aggregated 13F filings for Q3 2015.