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iShares US Regional Banks ETF
IAT

107 hedge funds and large institutions have $98.7M invested in iShares US Regional Banks ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

94% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 17

60% more capital invested

Capital invested by funds: $61.7M → $98.7M (+$37M)

15% more funds holding

Funds holding: 93 → 107 (+14)

4.72% more ownership

Funds ownership: 28.89% → 33.61% (+4.7%)

Holders
107
Holders Change
+14
Holders Change %
+15.05%
% of All Funds
1.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
33
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$8.07M
2
AWM
AE Wealth Management
Kansas
+$1.23M
3
TFA
Teamwork Financial Advisors
Texas
+$1.22M
4
CAM
Carret Asset Management
New York
+$909K
5
Wells Fargo
Wells Fargo
California
+$752K

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$1.54M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.11M
3
Morgan Stanley
Morgan Stanley
New York
-$1.06M
4
PAG
Private Advisor Group
New Jersey
-$1.06M
5
TRCT
Tower Research Capital (TRC)
New York
-$1M
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
76
IFP Advisors
Florida
$74K +$81 +2 +0.1%
TFA
77
Toth Financial Advisory
Virginia
$72K – – –
CAAS
78
Capital Asset Advisory Services
Michigan
$59K – – –
AIM
79
Arcadia Investment Management
Michigan
$54K – – –
CIAS
80
Capital Investment Advisory Services
North Carolina
$52K – – –
William Blair & Company
81
William Blair & Company
Illinois
$48K – – –
PA
82
Parallel Advisors
California
$45K – – –
AA
83
Ancora Advisors
Ohio
$36K +$32.3K +800 New
COCM
84
Charter Oak Capital Management
New Hampshire
$34K +$30.3K +751 New
AF
85
Arrow Financial
New York
$33K – – –
OSNBOA
86
Old Second National Bank of Aurora
Illinois
$29K +$8.07K +200 +46%
PCG
87
Private Capital Group
Connecticut
$27K – – –
FPB
88
First PREMIER Bank
South Dakota
$23K – – –
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$20K – – –
IBOK
90
Independence Bank of Kentucky
Kentucky
$18K – – –
AWA
91
Arkadios Wealth Advisors
Georgia
$18K +$161 +4 +1%
CT
92
Caldwell Trust
Florida
$17.6K – – –
GWM
93
Geneos Wealth Management
Colorado
$17K +$8.75K +217 +72%
GRP
94
Global Retirement Partners
California
$11K -$8.59K -213 -48%
AAP
95
Arax Advisory Partners
Colorado
$11K – – –
RA
96
Reby Advisors
Connecticut
$11K +$9.88K +245 New
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$10K – – –
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$9K +$8.07K +200 New
KFS
99
Kelly Financial Services
Massachusetts
$8.3K – – –
Fidelity Investments
100
Fidelity Investments
Massachusetts
$8K +$6.82K +169 +1,127%
1 2 3
4
5

IAT Hedge Fund Activity: Q4 2020 in Review

107 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q4 2020, worth a combined $98.7M — up 60% from $61.7M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IAT positions and 6 closed out — a net gain of 16 holders — while 33 added to existing stakes and 17 trimmed.

The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $8.07M. The largest seller was Raymond James & Associates, cutting an estimated $1.54M.

  • 107 institutional investors held iShares US Regional Banks ETF (IAT) as of Q4 2020, up from 93 in Q3 2020.
  • Funds reported $98.7M of iShares US Regional Banks ETF stock for Q4 2020, up 60% quarter-over-quarter.
  • 22 funds opened new iShares US Regional Banks ETF positions in Q4 2020 and 6 closed out, a net change of +16 holders.
  • The largest iShares US Regional Banks ETF buyer in Q4 2020 was BNP Paribas Financial Markets, an estimated $8.07M added.
  • The largest iShares US Regional Banks ETF seller in Q4 2020 was Raymond James & Associates, an estimated $1.54M sold.

Based on aggregated 13F filings for Q4 2020.