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iShares US Regional Banks ETF
IAT

195 hedge funds and large institutions have $335M invested in iShares US Regional Banks ETF in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 46 increasing their positions, 50 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

323% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 13

48% more capital invested

Capital invested by funds: $226M → $335M (+$108M)

24% more funds holding

Funds holding: 157 → 195 (+38)

6.47% more ownership

Funds ownership: 37.1% → 43.57% (+6.5%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 50

45% less call options, than puts

Call options by funds: $7.74M | Put options by funds: $14.1M

Holders
195
Holders Change
+38
Holders Change %
+24.2%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
55
Increased
46
Reduced
50
Closed
13
Calls
$7.74M
Puts
$14.1M
Net Calls
-$6.4M
Net Calls Change
-$2.12M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$11.4M
2
MML Investors Services
MML Investors Services
Massachusetts
+$11M
3
PFS
Prospera Financial Services
Texas
+$7.83M
4
MWM
MinichMacGregor Wealth Management
New York
+$7.21M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$7.17M

Top Sellers

1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$4.05M
2
Ameriprise
Ameriprise
Minnesota
-$2.69M
3
TRCT
Tower Research Capital (TRC)
New York
-$2.13M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.66M
5
GS
GTS Securities
New York
-$1.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
MGIA
76
Moneta Group Investment Advisors
Missouri
$563K -$8.42K -163 -1%
Creative Planning
77
Creative Planning
Kansas
$517K +$4.7K +91 +0.9%
MFG
78
MidWestOne Financial Group
Iowa
$514K -$534K -10,337 -50%
PAS
79
Park Avenue Securities
New York
$507K +$520K +10,060 New
SFG
80
Sage Financial Group
Pennsylvania
$500K +$3.56K +69 +0.7%
GCA
81
Gallagher Capital Advisors
Texas
$483K +$495K +9,590 New
HighTower Advisors
82
HighTower Advisors
Illinois
$463K -$568 -11 -0.1%
BPCE
83
Bank Pictet & Cie (Europe)
Germany
$453K +$465K +9,000 New
SAS
84
Stelac Advisory Services
New York
$453K +$465K +8,994 New
PP
85
Patten & Patten
Tennessee
$450K – – –
KCPT
86
Kingstone Capital Partners Texas
Texas
$437K +$449K +8,684 New
BFS
87
Bare Financial Services
Pennsylvania
$435K -$8.99K -174 -2%
CIBC Private Wealth Group
88
CIBC Private Wealth Group
Georgia
$431K +$336K +6,495 +323%
SS
89
Sunbelt Securities
Texas
$410K +$421K +8,143 New
BRWA
90
B. Riley Wealth Advisors
Florida
$406K -$1.51M -29,312 -78%
VCM
91
Viewpoint Capital Management
Washington
$402K – – –
ACP
92
Aveo Capital Partners
Colorado
$398K +$45.3K +876 +12%
NA
93
NewEdge Advisors
Louisiana
$393K +$5.17K +100 +1%
MWA
94
Muirfield Wealth Advisors
North Carolina
$366K +$375K +7,262 New
HNWAG
95
High Net Worth Advisory Group
Florida
$360K – – –
D.E. Shaw & Co
96
D.E. Shaw & Co
New York
$353K -$604K -11,695 -63%
NRS
97
Neville Rodie & Shaw
New York
$351K – – –
RAM
98
Riggs Asset Management
Pennsylvania
$343K +$352K +6,818 New
BW
99
Bison Wealth
Georgia
$334K +$620 +12 +0.2%
SF
100
Synovus Financial
Georgia
$316K +$2.02K +39 +0.6%
2 3
4
5 6

IAT Hedge Fund Activity: Q4 2024 in Review

195 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q4 2024, worth a combined $335M — up 48% from $226M a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IAT positions and 13 closed out — a net gain of 42 holders — while 46 added to existing stakes and 50 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $11.4M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $4.05M.

  • 195 institutional investors held iShares US Regional Banks ETF (IAT) as of Q4 2024, up from 157 in Q3 2024.
  • Funds reported $335M of iShares US Regional Banks ETF stock for Q4 2024, up 48% quarter-over-quarter.
  • 55 funds opened new iShares US Regional Banks ETF positions in Q4 2024 and 13 closed out, a net change of +42 holders.
  • The largest iShares US Regional Banks ETF buyer in Q4 2024 was Morgan Stanley, an estimated $11.4M added.
  • The largest iShares US Regional Banks ETF seller in Q4 2024 was Northwestern Mutual Wealth Management, an estimated $4.05M sold.

Based on aggregated 13F filings for Q4 2024.