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iShares US Regional Banks ETF
IAT

134 hedge funds and large institutions have $446M invested in iShares US Regional Banks ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.33% less ownership

Funds ownership: 60% → 59.67% (-0.33%)

4% less funds holding

Funds holding: 140 → 134 (-6)

11% less capital invested

Capital invested by funds: $501M → $446M (-$55.3M)

29% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 49

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

Holders
134
Holders Change
-6
Holders Change %
-4.29%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
35
Reduced
49
Closed
19
Calls
$420K
Puts
–
Net Calls
+$420K
Net Calls Change
-$590K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$2.28M
2
HighTower Advisors
HighTower Advisors
Illinois
+$876K
3
UBS Group
UBS Group
Switzerland
+$624K
4
WP
WealthShield Partners
North Carolina
+$509K
5
AR
Apeiron RIA
Texas
+$391K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$16M
2
Morgan Stanley
Morgan Stanley
New York
-$13.6M
3
Wells Fargo
Wells Fargo
California
-$6.25M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.66M
5
KAS
Kestra Advisory Services
Texas
-$2.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
26
Tower Research Capital (TRC)
New York
$1.34M +$170K +3,268 +13%
WWM
27
Western Wealth Management
Colorado
$1.29M +$2.29K +44 +0.2%
NFC
28
Northeast Financial Consultants
Connecticut
$1.2M – – –
JMPWA
29
JP Morgan Private Wealth Advisors
California
$1.2M +$185K +3,564 +16%
TPSF
30
Texas Permanent School Fund
Texas
$1.11M – – –
WP
31
WealthShield Partners
North Carolina
$973K +$509K +9,800 +93%
Stifel Financial
32
Stifel Financial
Missouri
$892K +$90.7K +1,746 +10%
NSIM
33
North Star Investment Management
Illinois
$887K – – –
TFF
34
The Family Firm
Maryland
$866K -$78.1K -1,503 -8%
AWS
35
Atria Wealth Solutions
New York
$865K +$40.5K +779 +4%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$787K -$4.26K -82 -0.5%
JIC
37
Joel Isaacson & Co
New York
$756K – – –
TCA
38
Transcend Capital Advisors
New Jersey
$692K – – –
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$686K +$135K +2,594 +22%
EH
40
Equitable Holdings
New York
$674K -$104K -1,993 -12%
MIAN
41
Mariner Independent Advisor Network
Kansas
$630K -$3.64K -70 -0.5%
JP Morgan Chase
42
JP Morgan Chase
New York
$628K -$1.35K -26 -0.2%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$574K -$39.4K -759 -6%
IA
44
IFP Advisors
Florida
$538K -$24K -462 -4%
Creative Planning
45
Creative Planning
Kansas
$493K +$208 +4 +0%
CA
46
Cetera Advisors
Colorado
$485K +$20.9K +402 +4%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$473K +$520 +10 +0.1%
SCA
48
Snowden Capital Advisors
New York
$469K -$58.9K -1,134 -10%
PP
49
Patten & Patten
Tennessee
$458K – – –
CIAS
50
Capital Investment Advisory Services
North Carolina
$436K +$13.4K +258 +3%
1
2
3 4 5

IAT Hedge Fund Activity: Q3 2022 in Review

134 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q3 2022, worth a combined $446M — down 11% from $501M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IAT and 13 opened new positions — a net loss of 6 holders — while 49 trimmed existing stakes and 35 added.

The largest buyer was Citadel Advisors, adding an estimated $2.28M. The largest seller was Bank of America, cutting an estimated $16M.

  • 134 institutional investors held iShares US Regional Banks ETF (IAT) as of Q3 2022, down from 140 in Q2 2022.
  • Funds reported $446M of iShares US Regional Banks ETF stock for Q3 2022, down 11% quarter-over-quarter.
  • 13 funds opened new iShares US Regional Banks ETF positions in Q3 2022 and 19 closed out, a net change of -6 holders.
  • The largest iShares US Regional Banks ETF buyer in Q3 2022 was Citadel Advisors, an estimated $2.28M added.
  • The largest iShares US Regional Banks ETF seller in Q3 2022 was Bank of America, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2022.