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iShares US Regional Banks ETF
IAT

140 hedge funds and large institutions have $501M invested in iShares US Regional Banks ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 23 increasing their positions, 58 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.84% less ownership

Funds ownership: 66.85% → 60% (-6.8%)

17% less funds holding

Funds holding: 169 → 140 (-29)

46% less capital invested

Capital invested by funds: $933M → $501M (-$432M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

58% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 48

60% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 58

Holders
140
Holders Change
-29
Holders Change %
-17.16%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
23
Reduced
58
Closed
48
Calls
$1.01M
Puts
–
Net Calls
+$1.01M
Net Calls Change
-$263K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.23M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$2.66M
3
HighTower Advisors
HighTower Advisors
Illinois
+$1.62M
4
NFC
Northeast Financial Consultants
Connecticut
+$1.34M
5
TRCT
Tower Research Capital (TRC)
New York
+$1.31M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$138M
2
Morgan Stanley
Morgan Stanley
New York
-$34.7M
3
SFI
SPC Financial Inc
Maryland
-$17.2M
4
Wells Fargo
Wells Fargo
California
-$14.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$12.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
26
C2C Wealth Management
Arizona
$1.44M -$346K -6,500 -19%
WWM
27
Western Wealth Management
Colorado
$1.33M – – –
NFC
28
Northeast Financial Consultants
Connecticut
$1.24M +$1.34M +25,200 New
TRCT
29
Tower Research Capital (TRC)
New York
$1.22M +$1.31M +24,613 +26,184%
TPSF
30
Texas Permanent School Fund
Texas
$1.14M +$1.23M +23,151 New
JMPWA
31
JP Morgan Private Wealth Advisors
California
$1.07M -$30.7K -576 -3%
TFF
32
The Family Firm
Maryland
$968K +$22.1K +414 +2%
NSIM
33
North Star Investment Management
Illinois
$915K +$2.13K +40 +0.2%
AWS
34
Atria Wealth Solutions
New York
$855K -$1.21M -22,617 -57%
Stifel Financial
35
Stifel Financial
Missouri
$834K -$7.59M -142,427 -89%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$817K -$193K -3,629 -18%
EH
37
Equitable Holdings
New York
$794K -$18.9K -354 -2%
JIC
38
Joel Isaacson & Co
New York
$780K – – –
HF
39
HRT Financial
New York
$752K +$814K +15,266 New
TCA
40
Transcend Capital Advisors
New Jersey
$715K – – –
MIAN
41
Mariner Independent Advisor Network
Kansas
$656K -$57.9K -1,087 -8%
JP Morgan Chase
42
JP Morgan Chase
New York
$649K -$87.7K -1,645 -11%
Jane Street
43
Jane Street
New York
$639K +$438K +8,221 +174%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$630K -$717K -13,455 -51%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$580K +$384K +7,205 +158%
IA
46
IFP Advisors
Florida
$561K – – –
SCA
47
Snowden Capital Advisors
New York
$540K +$111K +2,090 +24%
WP
48
WealthShield Partners
North Carolina
$521K +$564K +10,580 New
Creative Planning
49
Creative Planning
Kansas
$508K -$700K -13,126 -56%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$488K +$171K +3,209 +48%
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IAT Hedge Fund Activity: Q2 2022 in Review

140 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q2 2022, worth a combined $501M — down 46% from $933M a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of IAT and 20 opened new positions — a net loss of 28 holders — while 58 trimmed existing stakes and 23 added.

The largest buyer was Envestnet Asset Management, adding an estimated $3.23M. The largest seller was Bank of America, cutting an estimated $138M.

  • 140 institutional investors held iShares US Regional Banks ETF (IAT) as of Q2 2022, down from 169 in Q1 2022.
  • Funds reported $501M of iShares US Regional Banks ETF stock for Q2 2022, down 46% quarter-over-quarter.
  • 20 funds opened new iShares US Regional Banks ETF positions in Q2 2022 and 48 closed out, a net change of -28 holders.
  • The largest iShares US Regional Banks ETF buyer in Q2 2022 was Envestnet Asset Management, an estimated $3.23M added.
  • The largest iShares US Regional Banks ETF seller in Q2 2022 was Bank of America, an estimated $138M sold.

Based on aggregated 13F filings for Q2 2022.