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iShares US Regional Banks ETF
IAT

156 hedge funds and large institutions have $394M invested in iShares US Regional Banks ETF in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 60 increasing their positions, 32 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

384% more call options, than puts

Call options by funds: $22.1M | Put options by funds: $4.57M

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

88% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 32

1% more funds holding

Funds holding: 154 → 156 (+2)

9% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 33

3% less capital invested

Capital invested by funds: $407M → $394M (-$13.8M)

3.47% less ownership

Funds ownership: 52.22% → 48.75% (-3.5%)

Holders
156
Holders Change
+2
Holders Change %
+1.3%
% of All Funds
2.45%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
36
Increased
60
Reduced
32
Closed
33
Calls
$22.1M
Puts
$4.57M
Net Calls
+$17.5M
Net Calls Change
+$22.2M

Top Buyers

1
RCYC
Richard C. Young & Co
Rhode Island
+$23.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.16M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.77M
4
Wells Fargo
Wells Fargo
California
+$4.39M
5
AI
Arrien Investments
Idaho
+$4.37M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$55.1M
2
Goldman Sachs
Goldman Sachs
New York
-$6.5M
3
UBS Group
UBS Group
Switzerland
-$5.45M
4
RJA
Raymond James & Associates
Florida
-$4.17M
5
MOS
MGO One Seven
Ohio
-$3.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$2.58M +$161K +4,789 +7%
MC
27
Martin & Co
Tennessee
$2.3M -$83.9K -2,496 -4%
SPIA
28
Steward Partners Investment Advisory
New York
$2.19M +$1.86M +55,198 +579%
CA
29
Cetera Advisors
Colorado
$1.91M +$1.35M +40,280 +251%
RJA
30
Raymond James & Associates
Florida
$1.9M -$4.17M -124,133 -69%
Citadel Advisors
31
Citadel Advisors
Florida
$1.7M -$371K -11,045 -18%
KIA
32
KCM Investment Advisors
California
$1.49M +$504K +15,010 +52%
ECG
33
Edge Capital Group
Georgia
$1.36M +$1.35M +40,227 New
AFS
34
Aft Forsyth & Sober
Florida
$1.35M – – –
BRWA
35
B. Riley Wealth Advisors
Florida
$1.29M +$761K +22,658 +148%
MFG
36
MidWestOne Financial Group
Iowa
$1.28M +$749K +22,279 +142%
D
37
Dentgroup
Louisiana
$1.28M +$1.27M +37,824 New
ACP
38
Aveo Capital Partners
Colorado
$1.19M +$747K +22,237 +170%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.1M +$199K +5,931 +22%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$1.08M -$166K -4,948 -13%
TFF
41
The Family Firm
Maryland
$1.07M +$189K +5,631 +22%
CAM
42
Carret Asset Management
New York
$1.04M +$128K +3,805 +14%
WC
43
Wexford Capital
Florida
$1.01M +$1M +29,812 New
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$990K +$374K +11,143 +62%
CWM
45
C2C Wealth Management
Arizona
$873K – – –
JMPWA
46
JP Morgan Private Wealth Advisors
California
$805K -$98.8K -2,939 -11%
Simplex Trading
47
Simplex Trading
Illinois
$786K +$388K +11,543 +99%
AWS
48
Atria Wealth Solutions
New York
$782K -$221K -6,570 -22%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$760K +$755K +22,461 New
AAM
50
Augustine Asset Management
Florida
$677K – – –
1
2
3 4 5

IAT Hedge Fund Activity: Q2 2023 in Review

156 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q2 2023, worth a combined $394M — down 3.4% from $407M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IAT positions and 33 closed out — a net gain of 3 holders — while 60 added to existing stakes and 32 trimmed.

The largest buyer was Richard C. Young & Co, opening a new position worth an estimated $23.8M. The largest seller was Bank of America, cutting an estimated $55.1M.

  • 156 institutional investors held iShares US Regional Banks ETF (IAT) as of Q2 2023, up from 154 in Q1 2023.
  • Funds reported $394M of iShares US Regional Banks ETF stock for Q2 2023, down 3.4% quarter-over-quarter.
  • 36 funds opened new iShares US Regional Banks ETF positions in Q2 2023 and 33 closed out, a net change of +3 holders.
  • The largest iShares US Regional Banks ETF buyer in Q2 2023 was Richard C. Young & Co, an estimated $23.8M added.
  • The largest iShares US Regional Banks ETF seller in Q2 2023 was Bank of America, an estimated $55.1M sold.

Based on aggregated 13F filings for Q2 2023.