iShares US Regional Banks ETF
IAT
107 hedge funds and large institutions have $98.7M invested in iShares US Regional Banks ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 6 closing their positions.
267% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 6
94% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 17
60% more capital invested
Capital invested by funds: $61.7M → $98.7M (+$37M)
15% more funds holding
Funds holding: 93 → 107 (+14)
4.72% more ownership
Funds ownership: 28.89% → 33.61% (+4.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
+$8.07M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.23M |
| 3 |
TFA
Teamwork Financial Advisors
San Antonio,
Texas
|
+$1.22M |
| 4 |
CAM
Carret Asset Management
New York
|
+$909K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$752K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$1.54M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.11M |
| 3 |
Morgan Stanley
New York
|
-$1.06M |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
-$1.06M |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1M |
IAT Hedge Fund Activity: Q4 2020 in Review
107 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q4 2020, worth a combined $98.7M — up 60% from $61.7M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new IAT positions and 6 closed out — a net gain of 16 holders — while 33 added to existing stakes and 17 trimmed.
The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $8.07M. The largest seller was Raymond James & Associates, cutting an estimated $1.54M.
- 107 institutional investors held iShares US Regional Banks ETF (IAT) as of Q4 2020, up from 93 in Q3 2020.
- Funds reported $98.7M of iShares US Regional Banks ETF stock for Q4 2020, up 60% quarter-over-quarter.
- 22 funds opened new iShares US Regional Banks ETF positions in Q4 2020 and 6 closed out, a net change of +16 holders.
- The largest iShares US Regional Banks ETF buyer in Q4 2020 was BNP Paribas Financial Markets, an estimated $8.07M added.
- The largest iShares US Regional Banks ETF seller in Q4 2020 was Raymond James & Associates, an estimated $1.54M sold.
Based on aggregated 13F filings for Q4 2020.