iShares US Regional Banks ETF
IAT
162 hedge funds and large institutions have $970M invested in iShares US Regional Banks ETF in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 55 increasing their positions, 38 reducing their positions, and 8 closing their positions.
375% more first-time investments, than exits
New positions opened: 38 | Existing positions closed: 8
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
61% more call options, than puts
Call options by funds: $816K | Put options by funds: $506K
45% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 38
22% more funds holding
Funds holding: 133 → 162 (+29)
11% more capital invested
Capital invested by funds: $874M → $970M (+$96.7M)
0.93% more ownership
Funds ownership: 69.84% → 70.77% (+0.93%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$40.9M |
| 2 |
EE
EWG Elevate
Roseville,
California
|
+$6.65M |
| 3 |
Morgan Stanley
New York
|
+$6.3M |
| 4 |
EF
Empowered Funds
Havertown,
Pennsylvania
|
+$3.67M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$2.06M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.4M |
| 2 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$1.32M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$1.3M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.27M |
| 5 |
CFA
Carroll Financial Associates
Charlotte,
North Carolina
|
-$765K |
IAT Hedge Fund Activity: Q4 2021 in Review
162 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q4 2021, worth a combined $970M — up 11% from $874M a quarter earlier.
Buyers outnumbered sellers: 38 funds opened new IAT positions and 8 closed out — a net gain of 30 holders — while 55 added to existing stakes and 38 trimmed.
The largest buyer was Bank of America, adding an estimated $40.9M. The largest seller was UBS Group, cutting an estimated $1.4M.
- 162 institutional investors held iShares US Regional Banks ETF (IAT) as of Q4 2021, up from 133 in Q3 2021.
- Funds reported $970M of iShares US Regional Banks ETF stock for Q4 2021, up 11% quarter-over-quarter.
- 38 funds opened new iShares US Regional Banks ETF positions in Q4 2021 and 8 closed out, a net change of +30 holders.
- The largest iShares US Regional Banks ETF buyer in Q4 2021 was Bank of America, an estimated $40.9M added.
- The largest iShares US Regional Banks ETF seller in Q4 2021 was UBS Group, an estimated $1.4M sold.
Based on aggregated 13F filings for Q4 2021.