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iShares US Regional Banks ETF
IAT

111 hedge funds and large institutions have $118M invested in iShares US Regional Banks ETF in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 22 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

7% more capital invested

Capital invested by funds: $110M → $118M (+$8.11M)

7% more funds holding

Funds holding: 104 → 111 (+7)

0.68% more ownership

Funds ownership: 27.93% → 28.61% (+0.68%)

42% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 38

Holders
111
Holders Change
+7
Holders Change %
+6.73%
% of All Funds
2.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
23
Increased
22
Reduced
38
Closed
14
Calls
$418K
Puts
–
Net Calls
+$418K
Net Calls Change
-$2.49M

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$2.44M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.79M
3
Bank of America
Bank of America
North Carolina
+$1.57M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$911K
5
Truist Financial
Truist Financial
North Carolina
+$633K

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$2.72M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$2.26M
3
CS
Credit Suisse
Switzerland
-$1.02M
4
UBS Group
UBS Group
Switzerland
-$875K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$775K
Name Holding Trade Value Shares
Change 		Change in
Stake
SF
76
Synovus Financial
Georgia
$122K – – –
AF
77
Advisornet Financial
Minnesota
$99K -$62K -1,273 -39%
EDRH
78
Edmond de Rothschild Holding
Switzerland
$99K +$94.6K +1,940 New
IA
79
IFP Advisors
Florida
$92K +$195 +4 +0.2%
TFA
80
Toth Financial Advisory
Virginia
$86K – – –
AP
81
Americana Partners
Texas
$83K +$80.3K +1,648 New
BFEC
82
Benjamin F. Edwards & Company
Missouri
$80K -$634 -13 -0.8%
QAM
83
QCI Asset Management
New York
$79K – – –
CT
84
Caldwell Trust
Florida
$76.8K +$73.5K +1,507 New
KPW
85
Kore Private Wealth
New York
$76K +$72.9K +1,495 New
CIAS
86
Capital Investment Advisory Services
North Carolina
$45K – – –
AF
87
Arrow Financial
New York
$37K – – –
PCG
88
Private Capital Group
Connecticut
$30K – – –
GRP
89
Global Retirement Partners
California
$26K +$195 +4 +0.8%
Fidelity Investments
90
Fidelity Investments
Massachusetts
$21K -$97 -2 -0.5%
APA
91
American Portfolios Advisors
New York
$20.5K -$1.95K -40 -9%
IBOK
92
Independence Bank of Kentucky
Kentucky
$20K – – –
LDFR
93
Lehman & Derafelo Financial Resources
Pennsylvania
$16K – – –
HIA
94
Harbor Investment Advisory
Maryland
$15K +$14.6K +300 New
WT
95
Whittier Trust
California
$14K – – –
PA
96
Procyon Advisors
Connecticut
$14K +$13.6K +280 New
AAP
97
Arax Advisory Partners
Colorado
$13K -$12.2K -250 -50%
AIM
98
Arcadia Investment Management
Michigan
$13K – – –
FHA
99
Flagship Harbor Advisors
Massachusetts
$12K – – –
HWM
100
Howard Wealth Management
Connecticut
$12K +$12.2K +250 New
1 2 3
4
5

IAT Hedge Fund Activity: Q4 2019 in Review

111 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q4 2019, worth a combined $118M — up 7.4% from $110M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IAT positions and 14 closed out — a net gain of 9 holders — while 22 added to existing stakes and 38 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $2.44M. The largest seller was Goldman Sachs, exiting entirely with an estimated $2.72M sold.

  • 111 institutional investors held iShares US Regional Banks ETF (IAT) as of Q4 2019, up from 104 in Q3 2019.
  • Funds reported $118M of iShares US Regional Banks ETF stock for Q4 2019, up 7.4% quarter-over-quarter.
  • 23 funds opened new iShares US Regional Banks ETF positions in Q4 2019 and 14 closed out, a net change of +9 holders.
  • The largest iShares US Regional Banks ETF buyer in Q4 2019 was Citadel Advisors, an estimated $2.44M added.
  • The largest iShares US Regional Banks ETF seller in Q4 2019 was Goldman Sachs, an estimated $2.72M sold.

Based on aggregated 13F filings for Q4 2019.