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iShares US Regional Banks ETF
IAT

96 hedge funds and large institutions have $74.7M invested in iShares US Regional Banks ETF in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more call options, than puts

Call options by funds: $917K | Put options by funds: $555K

58% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 19

54% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 13

34% more capital invested

Capital invested by funds: $55.9M → $74.7M (+$18.8M)

7% more funds holding

Funds holding: 90 → 96 (+6)

3.37% more ownership

Funds ownership: 28.15% → 31.52% (+3.4%)

Holders
96
Holders Change
+6
Holders Change %
+6.67%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
30
Reduced
19
Closed
13
Calls
$917K
Puts
$555K
Net Calls
+$362K
Net Calls Change
+$353K

Top Buyers

Rank Fund Capital Flow
1
US Bancorp
US Bancorp
Minnesota
+$4.11M
2
Morgan Stanley
Morgan Stanley
New York
+$3.92M
3
JP Morgan Chase
JP Morgan Chase
New York
+$1.62M
4
MIAN
Mariner Independent Advisor Network
Kansas
+$1.31M
5
UBS Group
UBS Group
Switzerland
+$1.2M

Top Sellers

Rank Fund Capital Flow
1
BCM
BTR Capital Management
California
-$3.72M
2
CS
Credit Suisse
Switzerland
-$2.14M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.45M
4
TRCT
Tower Research Capital (TRC)
New York
-$1.27M
5
Jane Street
Jane Street
New York
-$1.03M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
76
Arrow Financial
New York
$25K – – –
PCG
77
Private Capital Group
Connecticut
$20K – – –
AWA
78
Arkadios Wealth Advisors
Georgia
$19.7K +$20K +614 New
FPB
79
First PREMIER Bank
South Dakota
$17K – – –
OSNBOA
80
Old Second National Bank of Aurora
Illinois
$15K – – –
GRP
81
Global Retirement Partners
California
$15K +$98 +3 +0.7%
IBOK
82
Independence Bank of Kentucky
Kentucky
$14K – – –
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$12K – – –
WT
84
Whittier Trust
California
$9K – – –
GWM
85
Geneos Wealth Management
Colorado
$9K +$3.26K +100 +50%
AAP
86
Arax Advisory Partners
Colorado
$8K – – –
FHA
87
Flagship Harbor Advisors
Massachusetts
$7K – – –
CAPTRUST Financial Advisors
88
CAPTRUST Financial Advisors
North Carolina
$7K +$6.88K +211 New
KFS
89
Kelly Financial Services
Massachusetts
$6.19K – – –
CWC
90
Carolinas Wealth Consulting
North Carolina
$5K – – –
AAMA
91
Advanced Asset Management Advisors
Ohio
$4K – – –
BWA
92
BDO Wealth Advisors
Florida
$3K – – –
JCM
93
Jacobi Capital Management
Pennsylvania
$3K +$6.53K +200 New
TFS
94
TrustCore Financial Services
Tennessee
$1K – – –
Jane Street
95
Jane Street
New York
– -$1.03M -35,552 Closed
AIC
96
Ameritas Investment Company
Nebraska
– -$269K -9,931 Closed
IP
97
Isthmus Partners
Wisconsin
– -$278K -9,600 Closed
CA
98
Cetera Advisors
Colorado
– -$263K -9,086 Closed
WIC
99
Woodmont Investment Counsel
Tennessee
– -$220K -7,600 Closed
LPIC
100
LeJeune Puetz Investment Counsel
Michigan
– -$172K -5,950 Closed
1 2 3
4
5

IAT Hedge Fund Activity: Q2 2020 in Review

96 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q2 2020, worth a combined $74.7M — up 34% from $55.9M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IAT positions and 13 closed out — a net gain of 7 holders — while 30 added to existing stakes and 19 trimmed.

The largest buyer was US Bancorp, adding an estimated $4.11M. The largest seller was BTR Capital Management, cutting an estimated $3.72M.

  • 96 institutional investors held iShares US Regional Banks ETF (IAT) as of Q2 2020, up from 90 in Q1 2020.
  • Funds reported $74.7M of iShares US Regional Banks ETF stock for Q2 2020, up 34% quarter-over-quarter.
  • 20 funds opened new iShares US Regional Banks ETF positions in Q2 2020 and 13 closed out, a net change of +7 holders.
  • The largest iShares US Regional Banks ETF buyer in Q2 2020 was US Bancorp, an estimated $4.11M added.
  • The largest iShares US Regional Banks ETF seller in Q2 2020 was BTR Capital Management, an estimated $3.72M sold.

Based on aggregated 13F filings for Q2 2020.