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iShares US Regional Banks ETF
IAT

96 hedge funds and large institutions have $74.7M invested in iShares US Regional Banks ETF in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $917K | Put options by funds: $555K

58% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 19

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

34% more capital invested

Capital invested by funds: $55.9M → $74.7M (+$18.8M)

7% more funds holding

Funds holding: 90 → 96 (+6)

3.37% more ownership

Funds ownership: 28.15% → 31.52% (+3.4%)

Holders
96
Holders Change
+6
Holders Change %
+6.67%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
30
Reduced
19
Closed
13
Calls
$917K
Puts
$555K
Net Calls
+$362K
Net Calls Change
+$353K

Top Buyers

1
US Bancorp
US Bancorp
Minnesota
+$4.11M
2
Morgan Stanley
Morgan Stanley
New York
+$3.92M
3
JP Morgan Chase
JP Morgan Chase
New York
+$1.62M
4
MIAN
Mariner Independent Advisor Network
Kansas
+$1.31M
5
UBS Group
UBS Group
Switzerland
+$1.2M

Top Sellers

1
BCM
BTR Capital Management
California
-$3.72M
2
CS
Credit Suisse
Switzerland
-$2.14M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.45M
4
TRCT
Tower Research Capital (TRC)
New York
-$1.27M
5
Jane Street
Jane Street
New York
-$1.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
EAM
51
Evanson Asset Management
California
$206K +$199K +6,100 New
Stifel Financial
52
Stifel Financial
Missouri
$205K +$197K +6,051 New
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$200K -$5.02K -154 -3%
FHA
54
First Horizon Advisors
Tennessee
$171K +$33 +1 +0%
CFA
55
Carroll Financial Associates
North Carolina
$158K +$58.1K +1,782 +61%
SF
56
Synovus Financial
Georgia
$138K +$19.8K +608 +18%
Franklin Resources
57
Franklin Resources
California
$129K +$125K +3,825 New
EFSCE
58
Enterprise Financial Services Corp (EFSC)
Missouri
$103K -$228K -6,992 -70%
Citigroup
59
Citigroup
New York
$99K -$7.24K -222 -7%
QCG
60
Quadrant Capital Group
Ohio
$86K – – –
PFGIA
61
Patriot Financial Group Insurance Agency
Massachusetts
$83K -$18.9K -578 -19%
FDCDDQ
62
Federation des caisses Desjardins du Quebec
Quebec, Canada
$82.2K – – –
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$77K -$11.7K -360 -14%
AF
64
Advisornet Financial
Minnesota
$66K +$261 +8 +0.4%
TFA
65
Toth Financial Advisory
Virginia
$57K – – –
PFPT
66
Pinnacle Financial Partners (Tennessee)
Tennessee
$53K -$24.2K -741 -32%
IA
67
IFP Advisors
Florida
$53K +$163 +5 +0.3%
BFEC
68
Benjamin F. Edwards & Company
Missouri
$52K – – –
CAAS
69
Capital Asset Advisory Services
Michigan
$47K +$41.1K +1,260 +3,150%
AIM
70
Arcadia Investment Management
Michigan
$41K +$39.2K +1,200 New
TPWA
71
TRUE Private Wealth Advisors
Oregon
$40K – – –
William Blair & Company
72
William Blair & Company
Illinois
$36K -$123K -3,756 -78%
CT
73
Caldwell Trust
Florida
$35.3K – – –
CAN
74
Cetera Advisor Networks
California
$34K +$32.7K +1,001 New
PA
75
Parallel Advisors
California
$33K – – –
1 2
3
4 5

IAT Hedge Fund Activity: Q2 2020 in Review

96 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q2 2020, worth a combined $74.7M — up 34% from $55.9M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IAT positions and 13 closed out — a net gain of 7 holders — while 30 added to existing stakes and 19 trimmed.

The largest buyer was US Bancorp, adding an estimated $4.11M. The largest seller was BTR Capital Management, cutting an estimated $3.72M.

  • 96 institutional investors held iShares US Regional Banks ETF (IAT) as of Q2 2020, up from 90 in Q1 2020.
  • Funds reported $74.7M of iShares US Regional Banks ETF stock for Q2 2020, up 34% quarter-over-quarter.
  • 20 funds opened new iShares US Regional Banks ETF positions in Q2 2020 and 13 closed out, a net change of +7 holders.
  • The largest iShares US Regional Banks ETF buyer in Q2 2020 was US Bancorp, an estimated $4.11M added.
  • The largest iShares US Regional Banks ETF seller in Q2 2020 was BTR Capital Management, an estimated $3.72M sold.

Based on aggregated 13F filings for Q2 2020.