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iShares US Regional Banks ETF
IAT

195 hedge funds and large institutions have $335M invested in iShares US Regional Banks ETF in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 46 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

323% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 13

48% more capital invested

Capital invested by funds: $226M → $335M (+$108M)

24% more funds holding

Funds holding: 157 → 195 (+38)

6.47% more ownership

Funds ownership: 37.1% → 43.57% (+6.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 50

45% less call options, than puts

Call options by funds: $7.74M | Put options by funds: $14.1M

Holders
195
Holders Change
+38
Holders Change %
+24.2%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
55
Increased
46
Reduced
50
Closed
13
Calls
$7.74M
Puts
$14.1M
Net Calls
-$6.4M
Net Calls Change
-$2.12M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$11.4M
2
MML Investors Services
MML Investors Services
Massachusetts
+$11M
3
PFS
Prospera Financial Services
Texas
+$7.83M
4
MWM
MinichMacGregor Wealth Management
New York
+$7.21M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$7.17M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$4.05M
2
Ameriprise
Ameriprise
Minnesota
-$2.69M
3
TRCT
Tower Research Capital (TRC)
New York
-$2.13M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.66M
5
GS
GTS Securities
New York
-$1.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
26
Cadent Capital Advisors
Oklahoma
$3.53M +$2.09M +40,473 +137%
SWC
27
Spectrum Wealth Counsel
Indiana
$3.34M +$35.9K +694 +1%
IAA
28
Independent Advisor Alliance
North Carolina
$3.09M +$3.17M +61,416 New
MC
29
Martin & Co
Tennessee
$3.05M -$130K -2,525 -4%
ECG
30
Edge Capital Group
Georgia
$3M +$142K +2,739 +5%
CAG
31
Crestwood Advisors Group
Massachusetts
$2.96M -$34K -659 -1%
KIA
32
KCM Investment Advisors
California
$2.73M +$127K +2,462 +5%
CI
33
CX Institutional
Indiana
$2.71M -$306K -5,922 -10%
NFG
34
Norris Financial Group
South Carolina
$2.44M +$2.51M +48,514 New
BPC
35
Banque Pictet & Cie
Switzerland
$2.41M +$2.47M +47,855 New
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$2.17M +$754K +14,599 +51%
SC
37
Scotia Capital
Ontario, Canada
$2.16M +$2.22M +42,975 New
ASN
38
Advisory Services Network
Georgia
$2.11M +$2.17M +41,912 New
Jones Financial Companies
39
Jones Financial Companies
Missouri
$2.08M +$350K +6,774 +20%
TF
40
Tudor Financial
Ohio
$2M +$2.05M +39,727 New
AWS
41
Atria Wealth Solutions
New York
$1.71M +$1.23M +23,769 +232%
BF
42
bLong Financial
Tennessee
$1.67M +$1.71M +33,127 New
Wealth Enhancement Advisory Services
43
Wealth Enhancement Advisory Services
Minnesota
$1.65M -$168K -3,255 -9%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.55M -$12K -233 -0.7%
Envestnet Asset Management
45
Envestnet Asset Management
Illinois
$1.52M -$369K -7,137 -19%
TFF
46
The Family Firm
Maryland
$1.47M -$87.7K -1,698 -5%
Marshall Wace
47
Marshall Wace
United Kingdom
$1.45M +$340K +6,587 +30%
CAM
48
Carret Asset Management
New York
$1.26M -$212K -4,110 -14%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$1.23M +$1.27M +24,498 New
Mariner
50
Mariner
Kansas
$1.2M -$118K -2,285 -9%
1
2
3 4 5

IAT Hedge Fund Activity: Q4 2024 in Review

195 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q4 2024, worth a combined $335M — up 48% from $226M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IAT positions and 13 closed out — a net gain of 42 holders — while 46 added to existing stakes and 50 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $11.4M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $4.05M.

  • 195 institutional investors held iShares US Regional Banks ETF (IAT) as of Q4 2024, up from 157 in Q3 2024.
  • Funds reported $335M of iShares US Regional Banks ETF stock for Q4 2024, up 48% quarter-over-quarter.
  • 55 funds opened new iShares US Regional Banks ETF positions in Q4 2024 and 13 closed out, a net change of +42 holders.
  • The largest iShares US Regional Banks ETF buyer in Q4 2024 was Morgan Stanley, an estimated $11.4M added.
  • The largest iShares US Regional Banks ETF seller in Q4 2024 was Northwestern Mutual Wealth Management, an estimated $4.05M sold.

Based on aggregated 13F filings for Q4 2024.