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iShares US Regional Banks ETF
IAT

183 hedge funds and large institutions have $323M invested in iShares US Regional Banks ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 57 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 23

28% more capital invested

Capital invested by funds: $252M → $323M (+$71.1M)

19% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 48

16% more funds holding

Funds holding: 158 → 183 (+25)

3.61% more ownership

Funds ownership: 40.35% → 43.96% (+3.6%)

0% more call options, than puts

Call options by funds: $3.71M | Put options by funds: $3.71M

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
183
Holders Change
+25
Holders Change %
+15.82%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
50
Increased
57
Reduced
48
Closed
23
Calls
$3.71M
Puts
$3.71M
Net Calls
–
Net Calls Change
-$2.07M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$27.5M
2
HCA
Heck Capital Advisors
Wisconsin
+$8.09M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.35M
4
JP Morgan Chase
JP Morgan Chase
New York
+$3.87M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$3.77M

Top Sellers

1
RCYC
Richard C. Young & Co
Rhode Island
-$23.8M
2
BB
Bell Bank
North Dakota
-$9.22M
3
LIA
Luken Investment Analytics
Tennessee
-$4.75M
4
AI
Arrien Investments
Idaho
-$3.26M
5
CI
CX Institutional
Indiana
-$2.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
76
Viewpoint Capital Management
Washington
$334K – – –
Jones Financial Companies
77
Jones Financial Companies
Missouri
$327K +$280K +7,805 New
KCIC
78
Kuhn & Co Investment Counsel
Illinois
$317K +$272K +7,586 New
HNWAG
79
High Net Worth Advisory Group
Florida
$299K +$5.02K +140 +2%
NRS
80
Neville Rodie & Shaw
New York
$292K -$5.38K -150 -2%
SFFS
81
Stonehage Fleming Financial Services
Jersey
$289K – – –
Comerica Bank
82
Comerica Bank
Texas
$285K +$51.2K +1,428 +26%
National Bank of Canada
83
National Bank of Canada
Quebec, Canada
$275K +$2.91K +81 +1%
CCFCSB
84
Cape Cod Five Cents Savings Bank
Massachusetts
$260K -$285K -7,946 -56%
Mariner
85
Mariner
Kansas
$254K +$218K +6,063 New
WWM
86
Western Wealth Management
Colorado
$252K +$216K +6,021 New
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$252K +$216K +6,017 New
BW
88
Bison Wealth
Georgia
$252K +$216K +6,011 New
GS
89
GTS Securities
New York
$242K +$207K +5,779 New
SCM
90
SOL Capital Management
Maryland
$238K +$205K +5,700 New
Simplex Trading
91
Simplex Trading
Illinois
$236K -$285K -7,939 -58%
BCG
92
Breakwater Capital Group
New Jersey
$234K +$202K +5,627 New
SCA
93
Snowden Capital Advisors
New York
$228K +$196K +5,454 New
FHA
94
First Horizon Advisors
Tennessee
$225K – – –
JIC
95
Joel Isaacson & Co
New York
$224K +$192K +5,357 New
BPA
96
Beacon Pointe Advisors
California
$223K -$26.9K -749 -12%
CFD
97
Creative Financial Designs
Indiana
$220K +$2.15K +60 +1%
SWA
98
SOA Wealth Advisors
New York
$219K +$144 +4 +0.1%
PWW
99
Pettyjohn Wood & White
Virginia
$218K +$187K +5,210 New
PAG
100
Private Advisor Group
New Jersey
$216K +$186K +5,170 New
2 3
4
5 6

IAT Hedge Fund Activity: Q4 2023 in Review

183 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q4 2023, worth a combined $323M — up 28% from $252M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IAT positions and 23 closed out — a net gain of 27 holders — while 57 added to existing stakes and 48 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $27.5M. The largest seller was Richard C. Young & Co, exiting entirely with an estimated $23.8M sold.

  • 183 institutional investors held iShares US Regional Banks ETF (IAT) as of Q4 2023, up from 158 in Q3 2023.
  • Funds reported $323M of iShares US Regional Banks ETF stock for Q4 2023, up 28% quarter-over-quarter.
  • 50 funds opened new iShares US Regional Banks ETF positions in Q4 2023 and 23 closed out, a net change of +27 holders.
  • The largest iShares US Regional Banks ETF buyer in Q4 2023 was Morgan Stanley, an estimated $27.5M added.
  • The largest iShares US Regional Banks ETF seller in Q4 2023 was Richard C. Young & Co, an estimated $23.8M sold.

Based on aggregated 13F filings for Q4 2023.