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iShares US Regional Banks ETF
IAT

162 hedge funds and large institutions have $970M invested in iShares US Regional Banks ETF in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 55 increasing their positions, 38 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 8

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

61% more call options, than puts

Call options by funds: $816K | Put options by funds: $506K

45% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 38

22% more funds holding

Funds holding: 133 → 162 (+29)

11% more capital invested

Capital invested by funds: $874M → $970M (+$96.7M)

0.93% more ownership

Funds ownership: 69.84% → 70.77% (+0.93%)

Holders
162
Holders Change
+29
Holders Change %
+21.8%
% of All Funds
2.49%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
38
Increased
55
Reduced
38
Closed
8
Calls
$816K
Puts
$506K
Net Calls
+$310K
Net Calls Change
-$514K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$40.9M
2
EE
EWG Elevate
California
+$6.65M
3
Morgan Stanley
Morgan Stanley
New York
+$6.3M
4
EF
Empowered Funds
Pennsylvania
+$3.67M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.06M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$1.4M
2
SI
Stephens Inc
Arkansas
-$1.32M
3
FTUS
Flow Traders U.S.
New York
-$1.3M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.27M
5
CFA
Carroll Financial Associates
North Carolina
-$765K
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.79M +$632K +10,000 +19%
NWM
27
Northcape Wealth Management
New York
$3.78M +$3.86M +61,141 New
EF
28
Empowered Funds
Pennsylvania
$3.58M +$3.67M +58,002 New
SI
29
Stephens Inc
Arkansas
$3.41M -$1.32M -20,888 -27%
KAS
30
Kestra Advisory Services
Texas
$2.63M -$52.3K -827 -2%
AFS
31
Aft Forsyth & Sober
Florida
$2.47M – – –
BCM
32
BTR Capital Management
California
$2.38M -$73.5K -1,162 -3%
HighTower Advisors
33
HighTower Advisors
Illinois
$2.37M -$163K -2,574 -6%
CWM
34
C2C Wealth Management
Arizona
$2.13M +$2.18M +34,534 New
AWM
35
AE Wealth Management
Kansas
$2.13M +$46.8K +740 +2%
TFA
36
Teamwork Financial Advisors
Texas
$2.09M +$58.7K +928 +3%
WDL
37
Well Done LLC
Michigan
$2.02M +$290K +4,587 +16%
SPIA
38
Steward Partners Investment Advisory
New York
$1.83M +$42.9K +678 +2%
CAM
39
Carret Asset Management
New York
$1.82M +$232K +3,670 +14%
TRCT
40
Tower Research Capital (TRC)
New York
$1.73M -$562K -8,898 -24%
BRWA
41
B. Riley Wealth Advisors
Florida
$1.62M +$1.65M +26,165 New
JMPWA
42
JP Morgan Private Wealth Advisors
California
$1.31M +$84K +1,329 +7%
Creative Planning
43
Creative Planning
Kansas
$1.31M +$40.6K +643 +3%
OC
44
Oppenheimer & Co
New York
$1.31M +$1.34M +21,170 New
WB
45
WesBanco Bank
West Virginia
$1.21M +$2.85K +45 +0.2%
TFF
46
The Family Firm
Maryland
$1.18M +$8.15K +129 +0.7%
Citadel Advisors
47
Citadel Advisors
Florida
$1.14M +$359K +5,682 +44%
NSIM
48
North Star Investment Management
Illinois
$1.14M +$9.48K +150 +0.8%
CA
49
Cetera Advisors
Colorado
$1.11M +$481K +7,603 +74%
AI
50
Atria Investments
North Carolina
$1.03M +$1.05M +16,614 New
1
2
3 4 5

IAT Hedge Fund Activity: Q4 2021 in Review

162 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q4 2021, worth a combined $970M — up 11% from $874M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IAT positions and 8 closed out — a net gain of 30 holders — while 55 added to existing stakes and 38 trimmed.

The largest buyer was Bank of America, adding an estimated $40.9M. The largest seller was UBS Group, cutting an estimated $1.4M.

  • 162 institutional investors held iShares US Regional Banks ETF (IAT) as of Q4 2021, up from 133 in Q3 2021.
  • Funds reported $970M of iShares US Regional Banks ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 38 funds opened new iShares US Regional Banks ETF positions in Q4 2021 and 8 closed out, a net change of +30 holders.
  • The largest iShares US Regional Banks ETF buyer in Q4 2021 was Bank of America, an estimated $40.9M added.
  • The largest iShares US Regional Banks ETF seller in Q4 2021 was UBS Group, an estimated $1.4M sold.

Based on aggregated 13F filings for Q4 2021.