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iShares US Regional Banks ETF
IAT

134 hedge funds and large institutions have $296M invested in iShares US Regional Banks ETF in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 44 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 9

200% more capital invested

Capital invested by funds: $98.7M → $296M (+$198M)

83% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 24

25% more funds holding

Funds holding: 107 → 134 (+27)

12.04% more ownership

Funds ownership: 33.61% → 45.65% (+12%)

Holders
134
Holders Change
+27
Holders Change %
+25.23%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
39
Increased
44
Reduced
24
Closed
9
Calls
$725K
Puts
–
Net Calls
+$725K
Net Calls Change
+$725K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$33.7M
2
Wells Fargo
Wells Fargo
California
+$19M
3
SFI
SPC Financial Inc
Maryland
+$18.6M
4
Bank of America
Bank of America
North Carolina
+$15.5M
5
MWM
MinichMacGregor Wealth Management
New York
+$8.77M

Top Sellers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$9.07M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.02M
3
JP Morgan Chase
JP Morgan Chase
New York
-$1.96M
4
HF
HRT Financial
New York
-$823K
5
CS
Credit Suisse
Switzerland
-$680K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
BTR Capital Management
California
$2.31M -$14.6K -275 -0.7%
AFS
27
Aft Forsyth & Sober
Florida
$2.27M +$2.12M +40,000 New
TIAM2
28
Tru Independence Asset Management 2
Oregon
$2.12M +$1.98M +37,428 New
MFG
29
Magnus Financial Group
New York
$1.97M +$1.84M +34,818 New
AWM
30
AE Wealth Management
Kansas
$1.63M -$88.1K -1,664 -5%
TFA
31
Teamwork Financial Advisors
Texas
$1.58M -$122K -2,308 -8%
JMPWA
32
JP Morgan Private Wealth Advisors
California
$1.55M +$658K +12,430 +83%
SPIA
33
Steward Partners Investment Advisory
New York
$1.5M +$1.23M +23,185 +697%
Jane Street
34
Jane Street
New York
$1.45M +$1.35M +25,505 New
Creative Planning
35
Creative Planning
Kansas
$1.41M -$59.4K -1,122 -4%
CAM
36
Carret Asset Management
New York
$1.4M +$111K +2,105 +9%
WDL
37
Well Done LLC
Michigan
$1.36M +$1.27M +23,962 New
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$1.33M +$691K +13,051 +126%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$1.19M -$207K -3,909 -16%
TFF
40
The Family Firm
Maryland
$1.14M +$265 +5 +0%
Citadel Advisors
41
Citadel Advisors
Florida
$1.13M -$3.02M -57,117 -74%
Truist Financial
42
Truist Financial
North Carolina
$1.04M +$433K +8,179 +80%
NSIM
43
North Star Investment Management
Illinois
$1.03M – – –
AIM
44
Arcadia Investment Management
Michigan
$1.02M +$888K +16,775 +1,398%
JIC
45
Joel Isaacson & Co
New York
$897K – – –
CFA
46
Carroll Financial Associates
North Carolina
$895K +$588K +11,116 +237%
HighTower Advisors
47
HighTower Advisors
Illinois
$892K – – –
GCA
48
Genesee Capital Advisors
New York
$851K +$794K +15,009 New
BFEC
49
Benjamin F. Edwards & Company
Missouri
$835K +$244K +4,613 +46%
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$826K +$539K +10,183 +231%
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IAT Hedge Fund Activity: Q1 2021 in Review

134 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q1 2021, worth a combined $296M — up 200% from $98.7M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new IAT positions and 9 closed out — a net gain of 30 holders — while 44 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $33.7M. The largest seller was BNP Paribas Financial Markets, exiting entirely with an estimated $9.07M sold.

  • 134 institutional investors held iShares US Regional Banks ETF (IAT) as of Q1 2021, up from 107 in Q4 2020.
  • Funds reported $296M of iShares US Regional Banks ETF stock for Q1 2021, up 200% quarter-over-quarter.
  • 39 funds opened new iShares US Regional Banks ETF positions in Q1 2021 and 9 closed out, a net change of +30 holders.
  • The largest iShares US Regional Banks ETF buyer in Q1 2021 was Morgan Stanley, an estimated $33.7M added.
  • The largest iShares US Regional Banks ETF seller in Q1 2021 was BNP Paribas Financial Markets, an estimated $9.07M sold.

Based on aggregated 13F filings for Q1 2021.