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iShares US Regional Banks ETF
IAT

133 hedge funds and large institutions have $874M invested in iShares US Regional Banks ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 51 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more capital invested

Capital invested by funds: $329M → $874M (+$545M)

38% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 37

24.99% more ownership

Funds ownership: 44.85% → 69.84% (+25%)

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

0% more funds holding

Funds holding: 133 → 133 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
133
Holders Change
–
Holders Change %
0%
% of All Funds
2.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
51
Reduced
37
Closed
10
Calls
$824K
Puts
–
Net Calls
+$824K
Net Calls Change
+$387K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$500M
2
Wells Fargo
Wells Fargo
California
+$4M
3
KAS
Kestra Advisory Services
Texas
+$2.5M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.31M
5
Ameriprise
Ameriprise
Minnesota
+$2.11M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$4.36M
2
NFG
Norris Financial Group
South Carolina
-$4.05M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.61M
4
SFI
SPC Financial Inc
Maryland
-$2.35M
5
Morgan Stanley
Morgan Stanley
New York
-$1.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
HighTower Advisors
26
HighTower Advisors
Illinois
$2.48M +$592K +10,281 +33%
AFS
27
Aft Forsyth & Sober
Florida
$2.42M – – –
BCM
28
BTR Capital Management
California
$2.41M -$34.5K -600 -1%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$2.27M -$587K -10,199 -21%
TRCT
30
Tower Research Capital (TRC)
New York
$2.24M +$1.68M +29,137 +374%
AWM
31
AE Wealth Management
Kansas
$2.04M -$4.95K -86 -0.3%
TFA
32
Teamwork Financial Advisors
Texas
$1.99M -$10.6K -185 -0.6%
FTUS
33
Flow Traders U.S.
New York
$1.78M +$677K +11,763 +66%
SPIA
34
Steward Partners Investment Advisory
New York
$1.75M +$60.9K +1,058 +4%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.74M -$1.29M -22,449 -44%
WDL
36
Well Done LLC
Michigan
$1.71M +$183K +3,178 +13%
CAM
37
Carret Asset Management
New York
$1.56M +$29.6K +515 +2%
TFF
38
The Family Firm
Maryland
$1.25M -$35.9K -623 -3%
Creative Planning
39
Creative Planning
Kansas
$1.24M -$25.6K -445 -2%
AIM
40
Arcadia Investment Management
Michigan
$1.22M +$122K +2,112 +12%
JMPWA
41
JP Morgan Private Wealth Advisors
California
$1.2M -$167K -2,908 -13%
WB
42
WesBanco Bank
West Virginia
$1.18M – – –
NSIM
43
North Star Investment Management
Illinois
$1.1M – – –
CFA
44
Carroll Financial Associates
North Carolina
$1.04M +$69K +1,199 +8%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$1.02M +$558K +9,705 +143%
JIC
46
Joel Isaacson & Co
New York
$958K – – –
TCA
47
Transcend Capital Advisors
New Jersey
$951K – – –
NFG
48
Norris Financial Group
South Carolina
$899K -$4.05M -70,464 -83%
CFGS
49
Concourse Financial Group Securities
Alabama
$891K +$30.3K +526 +4%
Citadel Advisors
50
Citadel Advisors
Florida
$774K -$4.36M -75,819 -86%
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IAT Hedge Fund Activity: Q3 2021 in Review

133 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q3 2021, worth a combined $874M — up 166% from $329M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IAT positions and 10 closed out — a net gain of 2 holders — while 51 added to existing stakes and 37 trimmed.

The largest buyer was Bank of America, adding an estimated $500M. The largest seller was Citadel Advisors, cutting an estimated $4.36M.

  • 133 institutional investors held iShares US Regional Banks ETF (IAT) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $874M of iShares US Regional Banks ETF stock for Q3 2021, up 166% quarter-over-quarter.
  • 12 funds opened new iShares US Regional Banks ETF positions in Q3 2021 and 10 closed out, a net change of +2 holders.
  • The largest iShares US Regional Banks ETF buyer in Q3 2021 was Bank of America, an estimated $500M added.
  • The largest iShares US Regional Banks ETF seller in Q3 2021 was Citadel Advisors, an estimated $4.36M sold.

Based on aggregated 13F filings for Q3 2021.