iShares US Regional Banks ETF
IAT
109 hedge funds and large institutions have $257M invested in iShares US Regional Banks ETF in 2016 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 39 increasing their positions, 11 reducing their positions, and 8 closing their positions.
400% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 8
255% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 11
180% more capital invested
Capital invested by funds: $91.8M → $257M (+$165M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
41% more call options, than puts
Call options by funds: $908K | Put options by funds: $645K
40% more funds holding
Funds holding: 78 → 109 (+31)
10.2% more ownership
Funds ownership: 32.42% → 42.62% (+10%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$19.7M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$17.1M |
| 3 |
Morgan Stanley
New York
|
+$12.3M |
| 4 |
Citigroup
New York
|
+$10.1M |
| 5 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$9.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BPC
Banque Pictet & Cie
Geneva 73,
Switzerland
|
-$3.05M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$2.23M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$855K |
| 4 |
NCA
New Century Advisors
Chevy Chase,
Maryland
|
-$809K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$760K |
IAT Hedge Fund Activity: Q4 2016 in Review
109 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q4 2016, worth a combined $257M — up 180% from $91.8M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new IAT positions and 8 closed out — a net gain of 32 holders — while 39 added to existing stakes and 11 trimmed.
The largest buyer was Bank of America, adding an estimated $19.7M. The largest seller was Banque Pictet & Cie, cutting an estimated $3.05M.
- 109 institutional investors held iShares US Regional Banks ETF (IAT) as of Q4 2016, up from 78 in Q3 2016.
- Funds reported $257M of iShares US Regional Banks ETF stock for Q4 2016, up 180% quarter-over-quarter.
- 40 funds opened new iShares US Regional Banks ETF positions in Q4 2016 and 8 closed out, a net change of +32 holders.
- The largest iShares US Regional Banks ETF buyer in Q4 2016 was Bank of America, an estimated $19.7M added.
- The largest iShares US Regional Banks ETF seller in Q4 2016 was Banque Pictet & Cie, an estimated $3.05M sold.
Based on aggregated 13F filings for Q4 2016.