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iShares US Regional Banks ETF
IAT

157 hedge funds and large institutions have $226M invested in iShares US Regional Banks ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

17% more capital invested

Capital invested by funds: $194M → $226M (+$32.1M)

5% more funds holding

Funds holding: 149 → 157 (+8)

2.15% more ownership

Funds ownership: 34.95% → 37.1% (+2.1%)

4% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 47

38% less call options, than puts

Call options by funds: $7.08M | Put options by funds: $11.4M

Holders
157
Holders Change
+8
Holders Change %
+5.37%
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
45
Reduced
47
Closed
15
Calls
$7.08M
Puts
$11.4M
Net Calls
-$4.27M
Net Calls Change
-$8.15M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$6.5M
2
GF
Gimbal Financial
Indiana
+$3.98M
3
JP Morgan Chase
JP Morgan Chase
New York
+$3.23M
4
SWC
Spectrum Wealth Counsel
Indiana
+$3.02M
5
IAIM
International Assets Investment Management
Florida
+$2.92M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.72M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$6.41M
3
Wells Fargo
Wells Fargo
California
-$5.14M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.94M
5
Jane Street
Jane Street
New York
-$2.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
SF
76
Synovus Financial
Georgia
$296K -$23.2K -504 -7%
E
77
ETFidea
New York
$291K -$6.81K -148 -2%
TI
78
Trexquant Investment
Connecticut
$286K +$277K +6,026 New
LFG
79
Larson Financial Group
Missouri
$270K +$11.6K +251 +5%
OC
80
Oppenheimer & Co
New York
$270K +$261K +5,674 New
BCG
81
Breakwater Capital Group
New Jersey
$268K – – –
OCM
82
One Capital Management
California
$267K -$26.9K -585 -9%
FHA
83
First Horizon Advisors
Tennessee
$255K – – –
CPIG
84
Chicago Partners Investment Group
Illinois
$253K +$2.21K +48 +0.9%
GPFA
85
Game Plan Financial Advisors
Ohio
$250K – – –
JIC
86
Joel Isaacson & Co
New York
$243K – – –
LI
87
LRI Investments
Florida
$242K +$205K +4,450 New
CFD
88
Creative Financial Designs
Indiana
$240K +$18.2K +396 +9%
SCM
89
SOL Capital Management
Maryland
$238K – – –
SWA
90
SOA Wealth Advisors
New York
$234K -$14.4K -313 -6%
WWM
91
Western Wealth Management
Colorado
$230K -$18.4K -400 -8%
PWW
92
Pettyjohn Wood & White
Virginia
$217K +$211K +4,575 New
Comerica Bank
93
Comerica Bank
Texas
$205K -$28.8K -626 -13%
CCFCSB
94
Cape Cod Five Cents Savings Bank
Massachusetts
$202K +$196K +4,249 New
National Bank of Canada
95
National Bank of Canada
Quebec, Canada
$185K – – –
SHF
96
Safe Harbor Fiduciary
Florida
$157K +$152K +3,292 New
GRP
97
Global Retirement Partners
California
$156K -$11.9K -258 -7%
PFPT
98
Pinnacle Financial Partners (Tennessee)
Tennessee
$150K – – –
FFL
99
Financial Freedom LLC
Ohio
$140K +$1.24K +27 +0.9%
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$117K -$40.7K -885 -26%
2 3
4
5 6

IAT Hedge Fund Activity: Q3 2024 in Review

157 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q3 2024, worth a combined $226M — up 17% from $194M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IAT positions and 15 closed out — a net gain of 9 holders — while 45 added to existing stakes and 47 trimmed.

The largest buyer was Bank of America, adding an estimated $6.5M. The largest seller was Morgan Stanley, cutting an estimated $6.72M.

  • 157 institutional investors held iShares US Regional Banks ETF (IAT) as of Q3 2024, up from 149 in Q2 2024.
  • Funds reported $226M of iShares US Regional Banks ETF stock for Q3 2024, up 17% quarter-over-quarter.
  • 24 funds opened new iShares US Regional Banks ETF positions in Q3 2024 and 15 closed out, a net change of +9 holders.
  • The largest iShares US Regional Banks ETF buyer in Q3 2024 was Bank of America, an estimated $6.5M added.
  • The largest iShares US Regional Banks ETF seller in Q3 2024 was Morgan Stanley, an estimated $6.72M sold.

Based on aggregated 13F filings for Q3 2024.