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iShares US Regional Banks ETF
IAT

156 hedge funds and large institutions have $394M invested in iShares US Regional Banks ETF in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 60 increasing their positions, 32 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

384% more call options, than puts

Call options by funds: $22.1M | Put options by funds: $4.57M

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

88% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 32

1% more funds holding

Funds holding: 154 → 156 (+2)

9% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 33

3% less capital invested

Capital invested by funds: $407M → $394M (-$13.8M)

3.47% less ownership

Funds ownership: 52.22% → 48.75% (-3.5%)

Holders
156
Holders Change
+2
Holders Change %
+1.3%
% of All Funds
2.45%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
36
Increased
60
Reduced
32
Closed
33
Calls
$22.1M
Puts
$4.57M
Net Calls
+$17.5M
Net Calls Change
+$22.2M

Top Buyers

1
RCYC
Richard C. Young & Co
Rhode Island
+$23.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.16M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.77M
4
Wells Fargo
Wells Fargo
California
+$4.39M
5
AI
Arrien Investments
Idaho
+$4.37M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$55.1M
2
Goldman Sachs
Goldman Sachs
New York
-$6.5M
3
UBS Group
UBS Group
Switzerland
-$5.45M
4
RJA
Raymond James & Associates
Florida
-$4.17M
5
MOS
MGO One Seven
Ohio
-$3.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCFCSB
76
Cape Cod Five Cents Savings Bank
Massachusetts
$319K +$317K +9,435 New
SFG
77
Sage Financial Group
Pennsylvania
$319K +$317K +9,424 New
SF
78
Synovus Financial
Georgia
$314K +$312K +9,284 New
TRCT
79
Tower Research Capital (TRC)
New York
$295K -$7.49K -223 -2%
Renaissance Technologies
80
Renaissance Technologies
New York
$294K +$292K +8,700 New
Wolverine Trading
81
Wolverine Trading
Illinois
$293K +$291K +8,652 New
GFG
82
Goldstone Financial Group
Illinois
$263K -$62.2K -1,852 -19%
FTUS
83
Flow Traders U.S.
New York
$260K -$257K -7,657 -50%
SCA
84
St. Clair Advisors
Ohio
$257K +$255K +7,600 New
National Bank of Canada
85
National Bank of Canada
Quebec, Canada
$249K -$10.4K -310 -4%
Cetera Investment Advisers
86
Cetera Investment Advisers
Illinois
$247K +$19.9K +593 +9%
NRS
87
Neville Rodie & Shaw
New York
$241K -$23.5K -700 -9%
MCC
88
Money Concepts Capital
Florida
$240K -$1.7M -50,635 -88%
BCM
89
Basso Capital Management
Connecticut
$210K +$208K +6,200 New
ASN
90
Advisory Services Network
Georgia
$208K +$7.06K +210 +4%
HNWAG
91
High Net Worth Advisory Group
Florida
$203K +$202K +6,000 New
WWM
92
Western Wealth Management
Colorado
$200K -$37.8K -1,125 -16%
FHA
93
First Horizon Advisors
Tennessee
$189K – – –
SWA
94
SOA Wealth Advisors
New York
$177K +$98.5K +2,931 +127%
CFD
95
Creative Financial Designs
Indiana
$174K +$173K +5,150 New
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$170K -$20.4K -607 -11%
GRP
97
Global Retirement Partners
California
$141K +$67.3K +2,002 +92%
LFG
98
Larson Financial Group
Missouri
$129K +$24.9K +742 +24%
LFA
99
Legend Financial Advisors
Pennsylvania
$128K +$127K +3,790 New
HR
100
Howe & Rusling
New York
$124K +$123K +3,665 New
2 3
4
5 6

IAT Hedge Fund Activity: Q2 2023 in Review

156 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q2 2023, worth a combined $394M — down 3.4% from $407M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IAT positions and 33 closed out — a net gain of 3 holders — while 60 added to existing stakes and 32 trimmed.

The largest buyer was Richard C. Young & Co, opening a new position worth an estimated $23.8M. The largest seller was Bank of America, cutting an estimated $55.1M.

  • 156 institutional investors held iShares US Regional Banks ETF (IAT) as of Q2 2023, up from 154 in Q1 2023.
  • Funds reported $394M of iShares US Regional Banks ETF stock for Q2 2023, down 3.4% quarter-over-quarter.
  • 36 funds opened new iShares US Regional Banks ETF positions in Q2 2023 and 33 closed out, a net change of +3 holders.
  • The largest iShares US Regional Banks ETF buyer in Q2 2023 was Richard C. Young & Co, an estimated $23.8M added.
  • The largest iShares US Regional Banks ETF seller in Q2 2023 was Bank of America, an estimated $55.1M sold.

Based on aggregated 13F filings for Q2 2023.