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iShares US Regional Banks ETF
IAT

107 hedge funds and large institutions have $98.7M invested in iShares US Regional Banks ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

94% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 17

60% more capital invested

Capital invested by funds: $61.7M → $98.7M (+$37M)

15% more funds holding

Funds holding: 93 → 107 (+14)

4.72% more ownership

Funds ownership: 28.89% → 33.61% (+4.7%)

Holders
107
Holders Change
+14
Holders Change %
+15.05%
% of All Funds
1.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
33
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$8.07M
2
AWM
AE Wealth Management
Kansas
+$1.23M
3
TFA
Teamwork Financial Advisors
Texas
+$1.22M
4
CAM
Carret Asset Management
New York
+$909K
5
Wells Fargo
Wells Fargo
California
+$752K

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$1.54M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.11M
3
Morgan Stanley
Morgan Stanley
New York
-$1.06M
4
PAG
Private Advisor Group
New Jersey
-$1.06M
5
TRCT
Tower Research Capital (TRC)
New York
-$1M
Name Holding Trade Value Shares
Change 		Change in
Stake
NRS
51
Neville Rodie & Shaw
New York
$274K +$244K +6,050 New
PFPT
52
Pinnacle Financial Partners (Tennessee)
Tennessee
$261K +$202K +4,997 +476%
KAS
53
Kestra Advisory Services
Texas
$254K +$228K +5,655 New
PFC
54
Phocas Financial Corp
California
$240K – – –
CPIG
55
Chicago Partners Investment Group
Illinois
$235K +$193K +4,795 New
PAG
56
Private Advisor Group
New Jersey
$231K -$1.06M -26,192 -84%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$231K +$114K +2,831 +125%
FHA
58
First Horizon Advisors
Tennessee
$229K +$3.27K +81 +2%
WIC
59
Woodmont Investment Counsel
Tennessee
$213K +$190K +4,700 New
CFA
60
Carroll Financial Associates
North Carolina
$212K – – –
PFGIA
61
Patriot Financial Group Insurance Agency
Massachusetts
$209K +$77.1K +1,911 +71%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$203K -$49.8K -1,234 -22%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$199K +$170K +4,210 +2,204%
Franklin Resources
64
Franklin Resources
California
$173K – – –
ASN
65
Advisory Services Network
Georgia
$158K -$80.8K -2,002 -37%
SPIA
66
Steward Partners Investment Advisory
New York
$151K +$524 +13 +0.4%
FF
67
FourThought Financial
Florida
$150K +$134K +3,321 New
EFSCE
68
Enterprise Financial Services Corp (EFSC)
Missouri
$138K – – –
RWA
69
Ropes Wealth Advisors
Massachusetts
$138K +$122K +3,036 New
Citigroup
70
Citigroup
New York
$125K – – –
TPWA
71
TRUE Private Wealth Advisors
Oregon
$123K +$61.7K +1,530 +128%
QCG
72
Quadrant Capital Group
Ohio
$115K – – –
FDCDDQ
73
Federation des caisses Desjardins du Quebec
Quebec, Canada
$110K – – –
AF
74
Advisornet Financial
Minnesota
$89K +$121 +3 +0.2%
LIA
75
Luken Investment Analytics
Tennessee
$79K +$70.6K +1,750 New
1 2
3
4 5

IAT Hedge Fund Activity: Q4 2020 in Review

107 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q4 2020, worth a combined $98.7M — up 60% from $61.7M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IAT positions and 6 closed out — a net gain of 16 holders — while 33 added to existing stakes and 17 trimmed.

The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $8.07M. The largest seller was Raymond James & Associates, cutting an estimated $1.54M.

  • 107 institutional investors held iShares US Regional Banks ETF (IAT) as of Q4 2020, up from 93 in Q3 2020.
  • Funds reported $98.7M of iShares US Regional Banks ETF stock for Q4 2020, up 60% quarter-over-quarter.
  • 22 funds opened new iShares US Regional Banks ETF positions in Q4 2020 and 6 closed out, a net change of +16 holders.
  • The largest iShares US Regional Banks ETF buyer in Q4 2020 was BNP Paribas Financial Markets, an estimated $8.07M added.
  • The largest iShares US Regional Banks ETF seller in Q4 2020 was Raymond James & Associates, an estimated $1.54M sold.

Based on aggregated 13F filings for Q4 2020.