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iShares US Regional Banks ETF
IAT

139 hedge funds and large institutions have $415M invested in iShares US Regional Banks ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 40 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more call options, than puts

Call options by funds: $367K | Put options by funds: $195K

77% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 13

4% more funds holding

Funds holding: 134 → 139 (+5)

0% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 40

0.22% less ownership

Funds ownership: 59.67% → 59.45% (-0.22%)

7% less capital invested

Capital invested by funds: $446M → $415M (-$31.1M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
139
Holders Change
+5
Holders Change %
+3.73%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
40
Reduced
40
Closed
13
Calls
$367K
Puts
$195K
Net Calls
+$172K
Net Calls Change
-$248K

Top Buyers

1
MOS
MGO One Seven
Ohio
+$2.05M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.55M
3
US Bancorp
US Bancorp
Minnesota
+$1.23M
4
SFWA
Summit Financial Wealth Advisors
Louisiana
+$863K
5
Marshall Wace
Marshall Wace
United Kingdom
+$815K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$21.5M
2
Morgan Stanley
Morgan Stanley
New York
-$5.1M
3
HighTower Advisors
HighTower Advisors
Illinois
-$2.97M
4
Ameriprise
Ameriprise
Minnesota
-$1.34M
5
Wells Fargo
Wells Fargo
California
-$1.24M
Name Holding Trade Value Shares
Change 		Change in
Stake
WIC
76
Woodmont Investment Counsel
Tennessee
$219K – – –
WE
77
Wealth Effects
Massachusetts
$201K +$147 +3 +0.1%
PFPT
78
Pinnacle Financial Partners (Tennessee)
Tennessee
$150K +$103K +2,098 +200%
LFG
79
Larson Financial Group
Missouri
$142K -$5.74K -117 -4%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$139K -$87.3K -1,778 -38%
SPIA
81
Steward Partners Investment Advisory
New York
$126K -$10.3K -209 -7%
ASN
82
Advisory Services Network
Georgia
$108K +$111K +2,265 New
FDCDDQ
83
Federation des caisses Desjardins du Quebec
Quebec, Canada
$106K – – –
AA
84
AlphaMark Advisors
Kentucky
$105K -$27K -550 -20%
CF
85
Centaurus Financial
California
$104K +$49 +1 +0%
AIM
86
Arcadia Investment Management
Michigan
$103K -$11.8K -240 -10%
FFA
87
Founders Financial Alliance
North Carolina
$100K -$442 -9 -0.4%
BAM
88
Belpointe Asset Management
Nevada
$98.6K +$102K +2,070 New
Simplex Trading
89
Simplex Trading
Illinois
$89K +$92.3K +1,880 New
LIA
90
Luken Investment Analytics
Tennessee
$83.4K +$85.9K +1,750 New
QCG
91
Quadrant Capital Group
Ohio
$83K +$85.6K +1,743 New
Citigroup
92
Citigroup
New York
$81.3K +$933 +19 +1%
BFEC
93
Benjamin F. Edwards & Company
Missouri
$79K -$344 -7 -0.4%
CA
94
CoreCap Advisors
Michigan
$76.8K +$79.1K +1,612 New
PTC
95
Private Trust Company
Ohio
$76K +$9.82K +200 +14%
TFA
96
Toth Financial Advisory
Virginia
$71K -$4.91K -100 -6%
FPB
97
First PREMIER Bank
South Dakota
$69K – – –
TWC
98
TD Waterhouse Canada
Ontario, Canada
$62.8K – – –
PA
99
Parallel Advisors
California
$47.6K – – –
William Blair & Company
100
William Blair & Company
Illinois
$43.1K -$3.24K -66 -7%
2 3
4
5 6

IAT Hedge Fund Activity: Q4 2022 in Review

139 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q4 2022, worth a combined $415M — down 7% from $446M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IAT positions and 13 closed out — a net gain of 10 holders — while 40 added to existing stakes and 40 trimmed.

The largest buyer was MGO One Seven, opening a new position worth an estimated $2.05M. The largest seller was Bank of America, cutting an estimated $21.5M.

  • 139 institutional investors held iShares US Regional Banks ETF (IAT) as of Q4 2022, up from 134 in Q3 2022.
  • Funds reported $415M of iShares US Regional Banks ETF stock for Q4 2022, down 7% quarter-over-quarter.
  • 23 funds opened new iShares US Regional Banks ETF positions in Q4 2022 and 13 closed out, a net change of +10 holders.
  • The largest iShares US Regional Banks ETF buyer in Q4 2022 was MGO One Seven, an estimated $2.05M added.
  • The largest iShares US Regional Banks ETF seller in Q4 2022 was Bank of America, an estimated $21.5M sold.

Based on aggregated 13F filings for Q4 2022.