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iShares US Regional Banks ETF
IAT

169 hedge funds and large institutions have $933M invested in iShares US Regional Banks ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

408% more call options, than puts

Call options by funds: $1.58M | Put options by funds: $312K

56% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 41

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

4% more funds holding

Funds holding: 162 → 169 (+7)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less capital invested

Capital invested by funds: $970M → $933M (-$37.2M)

3.92% less ownership

Funds ownership: 70.77% → 66.85% (-3.9%)

Holders
169
Holders Change
+7
Holders Change %
+4.32%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
64
Reduced
41
Closed
18
Calls
$1.58M
Puts
$312K
Net Calls
+$1.27M
Net Calls Change
+$963K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$18M
2
UBS Group
UBS Group
Switzerland
+$8.4M
3
LPL Financial
LPL Financial
California
+$4.08M
4
US Bancorp
US Bancorp
Minnesota
+$3.14M
5
Truist Financial
Truist Financial
North Carolina
+$2.73M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$23.8M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$6M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.61M
4
Goldman Sachs
Goldman Sachs
New York
-$1.81M
5
Wells Fargo
Wells Fargo
California
-$1.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$3.46M +$1.02M +16,038 +38%
Goldman Sachs
27
Goldman Sachs
New York
$3.25M -$1.81M -28,596 -34%
Truist Financial
28
Truist Financial
North Carolina
$3.08M +$2.73M +43,104 +466%
WDL
29
Well Done LLC
Michigan
$2.87M +$1.01M +15,939 +49%
CAN
30
Cetera Advisor Networks
California
$2.82M +$2.5M +39,489 +469%
SI
31
Stephens Inc
Arkansas
$2.58M -$731K -11,542 -21%
AFS
32
Aft Forsyth & Sober
Florida
$2.36M – – –
AWS
33
Atria Wealth Solutions
New York
$2.35M +$2.53M +39,954 New
HighTower Advisors
34
HighTower Advisors
Illinois
$2.31M +$49.8K +786 +2%
BCM
35
BTR Capital Management
California
$2.19M -$87.6K -1,383 -4%
CWM
36
C2C Wealth Management
Arizona
$1.99M – – –
CAM
37
Carret Asset Management
New York
$1.81M +$87.8K +1,385 +5%
WWM
38
Western Wealth Management
Colorado
$1.59M +$1.71M +27,022 New
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$1.55M -$6M -94,635 -78%
Marshall Wace
40
Marshall Wace
United Kingdom
$1.53M +$1.65M +26,039 New
Creative Planning
41
Creative Planning
Kansas
$1.38M +$144K +2,274 +11%
AWM
42
AE Wealth Management
Kansas
$1.31M -$775K -12,229 -35%
JMPWA
43
JP Morgan Private Wealth Advisors
California
$1.31M +$63.7K +1,006 +5%
CA
44
Cetera Advisors
Colorado
$1.3M +$266K +4,203 +23%
TFA
45
Teamwork Financial Advisors
Texas
$1.27M -$775K -12,229 -36%
AI
46
Atria Investments
North Carolina
$1.24M +$283K +4,468 +27%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.19M -$2.61M -41,153 -67%
WB
48
WesBanco Bank
West Virginia
$1.15M – – –
TFF
49
The Family Firm
Maryland
$1.13M +$5.07K +80 +0.4%
NSIM
50
North Star Investment Management
Illinois
$1.09M +$8.55K +135 +0.7%
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IAT Hedge Fund Activity: Q1 2022 in Review

169 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q1 2022, worth a combined $933M — down 3.8% from $970M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IAT positions and 18 closed out — a net gain of 10 holders — while 64 added to existing stakes and 41 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18M. The largest seller was Bank of America, cutting an estimated $23.8M.

  • 169 institutional investors held iShares US Regional Banks ETF (IAT) as of Q1 2022, up from 162 in Q4 2021.
  • Funds reported $933M of iShares US Regional Banks ETF stock for Q1 2022, down 3.8% quarter-over-quarter.
  • 28 funds opened new iShares US Regional Banks ETF positions in Q1 2022 and 18 closed out, a net change of +10 holders.
  • The largest iShares US Regional Banks ETF buyer in Q1 2022 was Morgan Stanley, an estimated $18M added.
  • The largest iShares US Regional Banks ETF seller in Q1 2022 was Bank of America, an estimated $23.8M sold.

Based on aggregated 13F filings for Q1 2022.