iShares US Regional Banks ETF
IAT
183 hedge funds and large institutions have $323M invested in iShares US Regional Banks ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 57 increasing their positions, 48 reducing their positions, and 23 closing their positions.
117% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 23
28% more capital invested
Capital invested by funds: $252M → $323M (+$71.1M)
19% more repeat investments, than reductions
Existing positions increased: 57 | Existing positions reduced: 48
16% more funds holding
Funds holding: 158 → 183 (+25)
3.61% more ownership
Funds ownership: 40.35% → 43.96% (+3.6%)
0% more call options, than puts
Call options by funds: $3.71M | Put options by funds: $3.71M
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$27.5M |
| 2 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
+$8.09M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.35M |
| 4 |
JP Morgan Chase
New York
|
+$3.87M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$3.77M |
Top Sellers
| 1 |
RCYC
Richard C. Young & Co
Newport,
Rhode Island
|
-$23.8M |
| 2 |
BB
Bell Bank
Fargo,
North Dakota
|
-$9.22M |
| 3 |
LIA
Luken Investment Analytics
Brentwood,
Tennessee
|
-$4.75M |
| 4 |
AI
Arrien Investments
Boise,
Idaho
|
-$3.26M |
| 5 |
CI
CX Institutional
Auburn,
Indiana
|
-$2.25M |
IAT Hedge Fund Activity: Q4 2023 in Review
183 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q4 2023, worth a combined $323M — up 28% from $252M a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new IAT positions and 23 closed out — a net gain of 27 holders — while 57 added to existing stakes and 48 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $27.5M. The largest seller was Richard C. Young & Co, exiting entirely with an estimated $23.8M sold.
- 183 institutional investors held iShares US Regional Banks ETF (IAT) as of Q4 2023, up from 158 in Q3 2023.
- Funds reported $323M of iShares US Regional Banks ETF stock for Q4 2023, up 28% quarter-over-quarter.
- 50 funds opened new iShares US Regional Banks ETF positions in Q4 2023 and 23 closed out, a net change of +27 holders.
- The largest iShares US Regional Banks ETF buyer in Q4 2023 was Morgan Stanley, an estimated $27.5M added.
- The largest iShares US Regional Banks ETF seller in Q4 2023 was Richard C. Young & Co, an estimated $23.8M sold.
Based on aggregated 13F filings for Q4 2023.