iShares US Regional Banks ETF
IAT
140 hedge funds and large institutions have $501M invested in iShares US Regional Banks ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 23 increasing their positions, 58 reducing their positions, and 48 closing their positions.
6.84% less ownership
Funds ownership: 66.85% → 60% (-6.8%)
17% less funds holding
Funds holding: 169 → 140 (-29)
46% less capital invested
Capital invested by funds: $933M → $501M (-$432M)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
58% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 48
60% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 58
Top Buyers
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$138M |
| 2 |
Morgan Stanley
New York
|
-$34.7M |
| 3 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
-$17.2M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$14.5M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$12.3M |
IAT Hedge Fund Activity: Q2 2022 in Review
140 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q2 2022, worth a combined $501M — down 46% from $933M a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of IAT and 20 opened new positions — a net loss of 28 holders — while 58 trimmed existing stakes and 23 added.
The largest buyer was Envestnet Asset Management, adding an estimated $3.23M. The largest seller was Bank of America, cutting an estimated $138M.
- 140 institutional investors held iShares US Regional Banks ETF (IAT) as of Q2 2022, down from 169 in Q1 2022.
- Funds reported $501M of iShares US Regional Banks ETF stock for Q2 2022, down 46% quarter-over-quarter.
- 20 funds opened new iShares US Regional Banks ETF positions in Q2 2022 and 48 closed out, a net change of -28 holders.
- The largest iShares US Regional Banks ETF buyer in Q2 2022 was Envestnet Asset Management, an estimated $3.23M added.
- The largest iShares US Regional Banks ETF seller in Q2 2022 was Bank of America, an estimated $138M sold.
Based on aggregated 13F filings for Q2 2022.