iShares US Regional Banks ETF
IAT
134 hedge funds and large institutions have $296M invested in iShares US Regional Banks ETF in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 44 increasing their positions, 24 reducing their positions, and 9 closing their positions.
333% more first-time investments, than exits
New positions opened: 39 | Existing positions closed: 9
200% more capital invested
Capital invested by funds: $98.7M → $296M (+$198M)
83% more repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 24
25% more funds holding
Funds holding: 107 → 134 (+27)
12.04% more ownership
Funds ownership: 33.61% → 45.65% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$33.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$19M |
| 3 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
+$18.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$15.5M |
| 5 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
+$8.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$9.07M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$3.02M |
| 3 |
JP Morgan Chase
New York
|
-$1.96M |
| 4 |
HF
HRT Financial
New York
|
-$823K |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$680K |
IAT Hedge Fund Activity: Q1 2021 in Review
134 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q1 2021, worth a combined $296M — up 200% from $98.7M a quarter earlier.
Buyers outnumbered sellers: 39 funds opened new IAT positions and 9 closed out — a net gain of 30 holders — while 44 added to existing stakes and 24 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $33.7M. The largest seller was BNP Paribas Financial Markets, exiting entirely with an estimated $9.07M sold.
- 134 institutional investors held iShares US Regional Banks ETF (IAT) as of Q1 2021, up from 107 in Q4 2020.
- Funds reported $296M of iShares US Regional Banks ETF stock for Q1 2021, up 200% quarter-over-quarter.
- 39 funds opened new iShares US Regional Banks ETF positions in Q1 2021 and 9 closed out, a net change of +30 holders.
- The largest iShares US Regional Banks ETF buyer in Q1 2021 was Morgan Stanley, an estimated $33.7M added.
- The largest iShares US Regional Banks ETF seller in Q1 2021 was BNP Paribas Financial Markets, an estimated $9.07M sold.
Based on aggregated 13F filings for Q1 2021.