iShares US Regional Banks ETF
IAT
169 hedge funds and large institutions have $933M invested in iShares US Regional Banks ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 41 reducing their positions, and 18 closing their positions.
408% more call options, than puts
Call options by funds: $1.58M | Put options by funds: $312K
56% more repeat investments, than reductions
Existing positions increased: 64 | Existing positions reduced: 41
56% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 18
4% more funds holding
Funds holding: 162 → 169 (+7)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
4% less capital invested
Capital invested by funds: $970M → $933M (-$37.2M)
3.92% less ownership
Funds ownership: 70.77% → 66.85% (-3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$18M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$8.4M |
| 3 |
LPL Financial
San Diego,
California
|
+$4.08M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
+$3.14M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$2.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$23.8M |
| 2 |
Rockefeller Capital Management
New York
|
-$6M |
| 3 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$2.61M |
| 4 |
Goldman Sachs
New York
|
-$1.81M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.78M |
IAT Hedge Fund Activity: Q1 2022 in Review
169 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q1 2022, worth a combined $933M — down 3.8% from $970M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new IAT positions and 18 closed out — a net gain of 10 holders — while 64 added to existing stakes and 41 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $18M. The largest seller was Bank of America, cutting an estimated $23.8M.
- 169 institutional investors held iShares US Regional Banks ETF (IAT) as of Q1 2022, up from 162 in Q4 2021.
- Funds reported $933M of iShares US Regional Banks ETF stock for Q1 2022, down 3.8% quarter-over-quarter.
- 28 funds opened new iShares US Regional Banks ETF positions in Q1 2022 and 18 closed out, a net change of +10 holders.
- The largest iShares US Regional Banks ETF buyer in Q1 2022 was Morgan Stanley, an estimated $18M added.
- The largest iShares US Regional Banks ETF seller in Q1 2022 was Bank of America, an estimated $23.8M sold.
Based on aggregated 13F filings for Q1 2022.