iShares US Regional Banks ETF
IAT
157 hedge funds and large institutions have $226M invested in iShares US Regional Banks ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 47 reducing their positions, and 15 closing their positions.
60% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 15
17% more capital invested
Capital invested by funds: $194M → $226M (+$32.1M)
5% more funds holding
Funds holding: 149 → 157 (+8)
2.15% more ownership
Funds ownership: 34.95% → 37.1% (+2.1%)
4% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 47
38% less call options, than puts
Call options by funds: $7.08M | Put options by funds: $11.4M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$6.5M |
| 2 |
GF
Gimbal Financial
Carmel,
Indiana
|
+$3.98M |
| 3 |
JP Morgan Chase
New York
|
+$3.23M |
| 4 |
SWC
Spectrum Wealth Counsel
Indianapolis,
Indiana
|
+$3.02M |
| 5 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
+$2.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.72M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$6.41M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$5.14M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$3.94M |
| 5 |
Jane Street
New York
|
-$2.47M |
IAT Hedge Fund Activity: Q3 2024 in Review
157 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q3 2024, worth a combined $226M — up 17% from $194M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new IAT positions and 15 closed out — a net gain of 9 holders — while 45 added to existing stakes and 47 trimmed.
The largest buyer was Bank of America, adding an estimated $6.5M. The largest seller was Morgan Stanley, cutting an estimated $6.72M.
- 157 institutional investors held iShares US Regional Banks ETF (IAT) as of Q3 2024, up from 149 in Q2 2024.
- Funds reported $226M of iShares US Regional Banks ETF stock for Q3 2024, up 17% quarter-over-quarter.
- 24 funds opened new iShares US Regional Banks ETF positions in Q3 2024 and 15 closed out, a net change of +9 holders.
- The largest iShares US Regional Banks ETF buyer in Q3 2024 was Bank of America, an estimated $6.5M added.
- The largest iShares US Regional Banks ETF seller in Q3 2024 was Morgan Stanley, an estimated $6.72M sold.
Based on aggregated 13F filings for Q3 2024.