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iShares US Regional Banks ETF
IAT

139 hedge funds and large institutions have $415M invested in iShares US Regional Banks ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 40 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $367K | Put options by funds: $195K

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

4% more funds holding

Funds holding: 134 → 139 (+5)

0% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 40

0.22% less ownership

Funds ownership: 59.67% → 59.45% (-0.22%)

7% less capital invested

Capital invested by funds: $446M → $415M (-$31.1M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
139
Holders Change
+5
Holders Change %
+3.73%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
40
Reduced
40
Closed
13
Calls
$367K
Puts
$195K
Net Calls
+$172K
Net Calls Change
-$248K

Top Buyers

1
MOS
MGO One Seven
Ohio
+$2.05M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.55M
3
US Bancorp
US Bancorp
Minnesota
+$1.23M
4
SFWA
Summit Financial Wealth Advisors
Louisiana
+$863K
5
Marshall Wace
Marshall Wace
United Kingdom
+$815K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$21.5M
2
Morgan Stanley
Morgan Stanley
New York
-$5.1M
3
HighTower Advisors
HighTower Advisors
Illinois
-$2.97M
4
Ameriprise
Ameriprise
Minnesota
-$1.34M
5
Wells Fargo
Wells Fargo
California
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
51
Capital Investment Advisory Services
North Carolina
$442K +$7.22K +147 +2%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$410K +$165K +3,370 +64%
NRS
53
Neville Rodie & Shaw
New York
$391K – – –
RBFC
54
Roman Butler Fullerton & Co
Missouri
$387K +$380K +7,742 New
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$381K +$1.18K +24 +0.3%
VCM
56
Viewpoint Capital Management
Washington
$381K – – –
AR
57
Apeiron RIA
Texas
$358K – – –
MCC
58
Money Concepts Capital
Florida
$351K +$362K +7,372 New
AAS
59
Avantax Advisory Services
Texas
$349K +$77.2K +1,572 +27%
NFC
60
Northeast Financial Consultants
Connecticut
$343K -$884K -18,000 -71%
WWM
61
Western Wealth Management
Colorado
$335K -$984K -20,040 -74%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$314K +$324K +6,596 New
Franklin Resources
63
Franklin Resources
California
$311K – – –
CPIG
64
Chicago Partners Investment Group
Illinois
$290K +$18.1K +369 +7%
PWW
65
Pettyjohn Wood & White
Virginia
$286K – – –
BA
66
Ballew Advisors
Mississippi
$277K – – –
FHA
67
First Horizon Advisors
Tennessee
$275K – – –
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$267K – – –
MML Investors Services
69
MML Investors Services
Massachusetts
$262K -$6.48K -132 -2%
PFGIA
70
Patriot Financial Group Insurance Agency
Massachusetts
$235K +$34.5K +702 +17%
FWCM
71
Ferguson Wellman Capital Management
Oregon
$235K +$10.6K +215 +5%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$234K – – –
SPC
73
Sigma Planning Corp
Michigan
$226K -$28.9K -588 -11%
BRWA
74
B. Riley Wealth Advisors
Florida
$224K +$231K +4,698 New
TFS
75
Thoroughbred Financial Services
Tennessee
$220K +$1.23K +25 +0.5%
1 2
3
4 5

IAT Hedge Fund Activity: Q4 2022 in Review

139 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q4 2022, worth a combined $415M — down 7% from $446M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IAT positions and 13 closed out — a net gain of 10 holders — while 40 added to existing stakes and 40 trimmed.

The largest buyer was MGO One Seven, opening a new position worth an estimated $2.05M. The largest seller was Bank of America, cutting an estimated $21.5M.

  • 139 institutional investors held iShares US Regional Banks ETF (IAT) as of Q4 2022, up from 134 in Q3 2022.
  • Funds reported $415M of iShares US Regional Banks ETF stock for Q4 2022, down 7% quarter-over-quarter.
  • 23 funds opened new iShares US Regional Banks ETF positions in Q4 2022 and 13 closed out, a net change of +10 holders.
  • The largest iShares US Regional Banks ETF buyer in Q4 2022 was MGO One Seven, an estimated $2.05M added.
  • The largest iShares US Regional Banks ETF seller in Q4 2022 was Bank of America, an estimated $21.5M sold.

Based on aggregated 13F filings for Q4 2022.