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iShares US Regional Banks ETF
IAT

139 hedge funds and large institutions have $415M invested in iShares US Regional Banks ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 40 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $367K | Put options by funds: $195K

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

4% more funds holding

Funds holding: 134 → 139 (+5)

0% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 40

0.22% less ownership

Funds ownership: 59.67% → 59.45% (-0.22%)

7% less capital invested

Capital invested by funds: $446M → $415M (-$31.1M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
139
Holders Change
+5
Holders Change %
+3.73%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
40
Reduced
40
Closed
13
Calls
$367K
Puts
$195K
Net Calls
+$172K
Net Calls Change
-$248K

Top Buyers

1
MOS
MGO One Seven
Ohio
+$2.05M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.55M
3
US Bancorp
US Bancorp
Minnesota
+$1.23M
4
SFWA
Summit Financial Wealth Advisors
Louisiana
+$863K
5
Marshall Wace
Marshall Wace
United Kingdom
+$815K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$21.5M
2
Morgan Stanley
Morgan Stanley
New York
-$5.1M
3
HighTower Advisors
HighTower Advisors
Illinois
-$2.97M
4
Ameriprise
Ameriprise
Minnesota
-$1.34M
5
Wells Fargo
Wells Fargo
California
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAM
26
Carret Asset Management
New York
$1.35M -$78.5K -1,600 -5%
HighTower Advisors
27
HighTower Advisors
Illinois
$1.25M -$2.97M -60,416 -70%
AWS
28
Atria Wealth Solutions
New York
$1.15M +$294K +5,990 +33%
Stifel Financial
29
Stifel Financial
Missouri
$1.1M +$219K +4,461 +24%
Marshall Wace
30
Marshall Wace
United Kingdom
$1.09M +$815K +16,600 +268%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.04M +$265K +5,401 +33%
TPSF
32
Texas Permanent School Fund
Texas
$881K -$229K -4,661 -20%
TFF
33
The Family Firm
Maryland
$881K +$17K +347 +2%
NSIM
34
North Star Investment Management
Illinois
$879K -$5.89K -120 -0.6%
SFWA
35
Summit Financial Wealth Advisors
Louisiana
$838K +$863K +17,588 New
JMPWA
36
JP Morgan Private Wealth Advisors
California
$797K -$415K -8,460 -34%
JIC
37
Joel Isaacson & Co
New York
$754K – – –
TCA
38
Transcend Capital Advisors
New Jersey
$740K +$50.5K +1,029 +7%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$726K +$262K +5,329 +54%
WP
40
WealthShield Partners
North Carolina
$712K -$267K -5,440 -27%
Mariner
41
Mariner
Kansas
$638K +$658K +13,401 New
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$549K -$24K -488 -4%
Renaissance Technologies
43
Renaissance Technologies
New York
$534K +$550K +11,200 New
Jane Street
44
Jane Street
New York
$523K +$133K +2,713 +33%
Creative Planning
45
Creative Planning
Kansas
$506K +$14.9K +304 +3%
JP Morgan Chase
46
JP Morgan Chase
New York
$500K -$130K -2,648 -20%
CA
47
Cetera Advisors
Colorado
$495K +$11.4K +232 +2%
PP
48
Patten & Patten
Tennessee
$479K +$23.6K +480 +5%
IA
49
IFP Advisors
Florida
$461K -$71.6K -1,459 -14%
SCA
50
Snowden Capital Advisors
New York
$449K -$19.6K -400 -4%
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IAT Hedge Fund Activity: Q4 2022 in Review

139 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q4 2022, worth a combined $415M — down 7% from $446M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IAT positions and 13 closed out — a net gain of 10 holders — while 40 added to existing stakes and 40 trimmed.

The largest buyer was MGO One Seven, opening a new position worth an estimated $2.05M. The largest seller was Bank of America, cutting an estimated $21.5M.

  • 139 institutional investors held iShares US Regional Banks ETF (IAT) as of Q4 2022, up from 134 in Q3 2022.
  • Funds reported $415M of iShares US Regional Banks ETF stock for Q4 2022, down 7% quarter-over-quarter.
  • 23 funds opened new iShares US Regional Banks ETF positions in Q4 2022 and 13 closed out, a net change of +10 holders.
  • The largest iShares US Regional Banks ETF buyer in Q4 2022 was MGO One Seven, an estimated $2.05M added.
  • The largest iShares US Regional Banks ETF seller in Q4 2022 was Bank of America, an estimated $21.5M sold.

Based on aggregated 13F filings for Q4 2022.