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iShares US Regional Banks ETF
IAT

124 hedge funds and large institutions have $299M invested in iShares US Regional Banks ETF in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 35 increasing their positions, 37 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

275% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 8

200% more funds holding in top 10

Funds holding in top 10: 1 → 3 (+2)

20% more funds holding

Funds holding: 103 → 124 (+21)

8% more capital invested

Capital invested by funds: $278M → $299M (+$21.3M)

1.09% more ownership

Funds ownership: 39.97% → 41.06% (+1.1%)

5% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 37

33% less call options, than puts

Call options by funds: $1.01M | Put options by funds: $1.51M

Holders
124
Holders Change
+21
Holders Change %
+20.39%
% of All Funds
2.81%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
30
Increased
35
Reduced
37
Closed
8
Calls
$1.01M
Puts
$1.51M
Net Calls
-$498K
Net Calls Change
-$1.27M

Top Buyers

1
FIM
Foresters Investment Management
New York
+$4.58M
2
UBS Group
UBS Group
Switzerland
+$3.34M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$2.69M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$2.26M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.87M

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
-$4.94M
2
TSS
Two Sigma Securities
New York
-$4.68M
3
Morgan Stanley
Morgan Stanley
New York
-$3.89M
4
NFG
Next Financial Group
Texas
-$2.18M
5
CS
Credit Suisse
Switzerland
-$1.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
PNC Financial Services Group
76
PNC Financial Services Group
Pennsylvania
$309K -$16.4K -341 -5%
FDCDDQ
77
Federation des caisses Desjardins du Quebec
Quebec, Canada
$305K -$9.6K -200 -3%
EAM
78
Evanson Asset Management
California
$301K +$293K +6,100 New
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$278K -$33.8K -704 -11%
BTS
80
BB&T Securities
Virginia
$270K +$264K +5,497 New
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$265K +$2.73K +57 +1%
SCP
82
Syntal Capital Partners
Texas
$247K +$241K +5,018 New
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$242K +$48.2K +1,005 +26%
AFP
84
Ausdal Financial Partners
Iowa
$239K -$4.8K -100 -2%
SM
85
Salzhauer Michael
$231K – – –
WPW
86
Waldron Private Wealth
Pennsylvania
$227K – – –
Fidelity Investments
87
Fidelity Investments
Massachusetts
$221K +$213K +4,439 New
IA
88
IFP Advisors
Florida
$213K -$48 -1 -0%
TH
89
Timber Hill
Connecticut
$213K +$207K +4,314 New
MHS
90
M Holdings Securities
Oregon
$212K -$13.3K -277 -6%
CRC
91
Curi RMB Capital
Illinois
$202K +$197K +4,100 New
GRP
92
Global Retirement Partners
California
$177K +$7.25K +151 +4%
APA
93
American Portfolios Advisors
New York
$151K +$147K +3,069 New
Citigroup
94
Citigroup
New York
$139K +$21.1K +439 +18%
BFEC
95
Benjamin F. Edwards & Company
Missouri
$90K +$19.2K +400 +28%
FA
96
Fortis Advisors
Pennsylvania
$89K +$20.8K +433 +32%
TFA
97
Toth Financial Advisory
Virginia
$83K +$81.1K +1,690 New
QAM
98
QCI Asset Management
New York
$77K – – –
GWM
99
Geneos Wealth Management
Colorado
$66K – – –
HT
100
Hefren-Tillotson
Pennsylvania
$65K – – –
2 3
4
5 6

IAT Hedge Fund Activity: Q4 2017 in Review

124 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q4 2017, worth a combined $299M — up 7.7% from $278M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IAT positions and 8 closed out — a net gain of 22 holders — while 35 added to existing stakes and 37 trimmed.

The largest buyer was Foresters Investment Management, opening a new position worth an estimated $4.58M. The largest seller was SG Americas Securities, cutting an estimated $4.94M.

  • 124 institutional investors held iShares US Regional Banks ETF (IAT) as of Q4 2017, up from 103 in Q3 2017.
  • Funds reported $299M of iShares US Regional Banks ETF stock for Q4 2017, up 7.7% quarter-over-quarter.
  • 30 funds opened new iShares US Regional Banks ETF positions in Q4 2017 and 8 closed out, a net change of +22 holders.
  • The largest iShares US Regional Banks ETF buyer in Q4 2017 was Foresters Investment Management, an estimated $4.58M added.
  • The largest iShares US Regional Banks ETF seller in Q4 2017 was SG Americas Securities, an estimated $4.94M sold.

Based on aggregated 13F filings for Q4 2017.