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iShares US Regional Banks ETF

77 hedge funds and large institutions have $110M invested in iShares US Regional Banks ETF in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 38 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $602K | Put options by funds: $381K

2.71% less ownership

Funds ownership: 29.36%26.65% (-2.7%)

13% less funds holding

Funds holding: 8877 (-11)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

54% less capital invested

Capital invested by funds: $240M → $110M (-$131M)

59% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 17

71% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 38

Holders
77
Holders Change
-11
Holders Change %
-12.5%
% of All Funds
2.05%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
7
Increased
11
Reduced
38
Closed
17
Calls
$602K
Puts
$381K
Net Calls
+$221K
Net Calls Change
+$481K

IAT Hedge Fund Activity: Q1 2016 in Review

77 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q1 2016, worth a combined $110M — down 54% from $240M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of IAT and 7 opened new positions — a net loss of 10 holders — while 38 trimmed existing stakes and 11 added.

The largest buyer was LPL Financial, adding an estimated $2.83M. The largest seller was Baring Asset Management, cutting an estimated $30.1M.

  • 77 institutional investors held iShares US Regional Banks ETF (IAT) as of Q1 2016, down from 88 in Q4 2015.
  • Funds reported $110M of iShares US Regional Banks ETF stock for Q1 2016, down 54% quarter-over-quarter.
  • 7 funds opened new iShares US Regional Banks ETF positions in Q1 2016 and 17 closed out, a net change of -10 holders.
  • The largest iShares US Regional Banks ETF buyer in Q1 2016 was LPL Financial, an estimated $2.83M added.
  • The largest iShares US Regional Banks ETF seller in Q1 2016 was Baring Asset Management, an estimated $30.1M sold.

Based on aggregated 13F filings for Q1 2016.