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iShares US Regional Banks ETF
IAT

195 hedge funds and large institutions have $335M invested in iShares US Regional Banks ETF in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 46 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

323% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 13

48% more capital invested

Capital invested by funds: $226M → $335M (+$108M)

24% more funds holding

Funds holding: 157 → 195 (+38)

6.47% more ownership

Funds ownership: 37.1% → 43.57% (+6.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 50

45% less call options, than puts

Call options by funds: $7.74M | Put options by funds: $14.1M

Holders
195
Holders Change
+38
Holders Change %
+24.2%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
55
Increased
46
Reduced
50
Closed
13
Calls
$7.74M
Puts
$14.1M
Net Calls
-$6.4M
Net Calls Change
-$2.12M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$11.4M
2
MML Investors Services
MML Investors Services
Massachusetts
+$11M
3
PFS
Prospera Financial Services
Texas
+$7.83M
4
MWM
MinichMacGregor Wealth Management
New York
+$7.21M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$7.17M

Top Sellers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$4.05M
2
Ameriprise
Ameriprise
Minnesota
-$2.69M
3
TRCT
Tower Research Capital (TRC)
New York
-$2.13M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.66M
5
GS
GTS Securities
New York
-$1.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
FSBI
51
Fearless Solutions (Best Invest)
Texas
$1.11M +$1.13M +21,955 New
WC
52
Westwind Capital
New Mexico
$1.07M +$1.1M +21,199 New
AI
53
Atria Investments
North Carolina
$1.01M +$1.03M +20,021 New
AAM
54
Augustine Asset Management
Florida
$1.01M – – –
1WM
55
1858 Wealth Management
Ohio
$1.01M +$1.03M +19,975 New
IFG
56
Independent Financial Group
California
$973K -$3.88K -75 -0.4%
Renaissance Technologies
57
Renaissance Technologies
New York
$972K +$997K +19,300 New
SPC
58
Sigma Planning Corp
Michigan
$937K -$87.2K -1,688 -8%
DWM
59
Dakota Wealth Management
Florida
$931K – – –
CF
60
Centaurus Financial
California
$914K +$938K +18,148 New
HWMO
61
Heritage Wealth Management (Ohio)
Ohio
$899K – – –
Rockefeller Capital Management
62
Rockefeller Capital Management
New York
$890K -$5.42K -105 -0.6%
Carson Wealth (CWM LLC)
63
Carson Wealth (CWM LLC)
Nebraska
$830K +$780K +15,100 +1,089%
Millennium Management
64
Millennium Management
New York
$829K -$508K -9,833 -37%
AFWM
65
AMJ Financial Wealth Management
Virginia
$797K +$200K +3,870 +32%
D
66
Dentgroup
Louisiana
$793K +$2.07K +40 +0.3%
SI
67
Stephens Inc
Arkansas
$752K -$464K -8,986 -38%
SA
68
Sanctuary Advisors
Indiana
$747K +$722K +13,974 New
TCA
69
Transcend Capital Advisors
New Jersey
$730K – – –
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$721K -$1.66M -32,218 -69%
CSS
71
Cubist Systematic Strategies
Connecticut
$631K +$647K +12,528 New
SCA
72
Snowden Capital Advisors
New York
$621K +$119K +2,304 +23%
NSIM
73
North Star Investment Management
Illinois
$618K – – –
AR
74
Apeiron RIA
Texas
$599K +$615K +11,903 New
DC
75
Davenport & Co
Virginia
$591K +$606K +11,730 New
1 2
3
4 5

IAT Hedge Fund Activity: Q4 2024 in Review

195 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q4 2024, worth a combined $335M — up 48% from $226M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IAT positions and 13 closed out — a net gain of 42 holders — while 46 added to existing stakes and 50 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $11.4M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $4.05M.

  • 195 institutional investors held iShares US Regional Banks ETF (IAT) as of Q4 2024, up from 157 in Q3 2024.
  • Funds reported $335M of iShares US Regional Banks ETF stock for Q4 2024, up 48% quarter-over-quarter.
  • 55 funds opened new iShares US Regional Banks ETF positions in Q4 2024 and 13 closed out, a net change of +42 holders.
  • The largest iShares US Regional Banks ETF buyer in Q4 2024 was Morgan Stanley, an estimated $11.4M added.
  • The largest iShares US Regional Banks ETF seller in Q4 2024 was Northwestern Mutual Wealth Management, an estimated $4.05M sold.

Based on aggregated 13F filings for Q4 2024.