iShares US Regional Banks ETF
IAT
88 hedge funds and large institutions have $240M invested in iShares US Regional Banks ETF in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 6 closing their positions.
133% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 6
38% more capital invested
Capital invested by funds: $174M → $240M (+$66.4M)
27% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 22
10% more funds holding
Funds holding: 80 → 88 (+8)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
4.54% less ownership
Funds ownership: 33.9% → 29.36% (-4.5%)
88% less call options, than puts
Call options by funds: $37K | Put options by funds: $297K
Top Buyers
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.18M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$2.7M |
| 3 |
SG Americas Securities
New York
|
+$2.48M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.4M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.35M |
Top Sellers
IAT Hedge Fund Activity: Q4 2015 in Review
88 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q4 2015, worth a combined $240M — up 38% from $174M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IAT positions and 6 closed out — a net gain of 8 holders — while 28 added to existing stakes and 22 trimmed.
The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $4.18M. The largest seller was Bank of Nova Scotia, cutting an estimated $10.5M.
- 88 institutional investors held iShares US Regional Banks ETF (IAT) as of Q4 2015, up from 80 in Q3 2015.
- Funds reported $240M of iShares US Regional Banks ETF stock for Q4 2015, up 38% quarter-over-quarter.
- 14 funds opened new iShares US Regional Banks ETF positions in Q4 2015 and 6 closed out, a net change of +8 holders.
- The largest iShares US Regional Banks ETF buyer in Q4 2015 was Raymond James Financial Services Advisors, an estimated $4.18M added.
- The largest iShares US Regional Banks ETF seller in Q4 2015 was Bank of Nova Scotia, an estimated $10.5M sold.
Based on aggregated 13F filings for Q4 2015.