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iShares US Regional Banks ETF
IAT

143 hedge funds and large institutions have $349M invested in iShares US Regional Banks ETF in 2018 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 10

139% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 23

17% more capital invested

Capital invested by funds: $299M → $349M (+$49.7M)

15% more funds holding

Funds holding: 124 → 143 (+19)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

2.22% less ownership

Funds ownership: 41.06% → 38.84% (-2.2%)

14% less call options, than puts

Call options by funds: $1.36M | Put options by funds: $1.59M

Holders
143
Holders Change
+19
Holders Change %
+15.32%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
30
Increased
55
Reduced
23
Closed
10
Calls
$1.36M
Puts
$1.59M
Net Calls
-$222K
Net Calls Change
+$276K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$11.6M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$4.81M
3
Wells Fargo
Wells Fargo
California
+$4.52M
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$3.94M
5
FIM
Foresters Investment Management
New York
+$3.45M

Top Sellers

Rank Fund Capital Flow
1
SG Americas Securities
SG Americas Securities
New York
-$3.73M
2
MC
Martin & Co
Tennessee
-$2.36M
3
CS
Credit Suisse
Switzerland
-$2.09M
4
UBS Group
UBS Group
Switzerland
-$1.84M
5
PFPT
Pinnacle Financial Partners (Tennessee)
Tennessee
-$395K
Name Holding Trade Value Shares
Change 		Change in
Stake
APA
101
American Portfolios Advisors
New York
$145K -$9.61K -184 -6%
Citigroup
102
Citigroup
New York
$144K +$2.67K +51 +2%
SF
103
Synovus Financial
Georgia
$121K +$125K +2,400 New
PCM
104
Princeton Capital Management
New Jersey
$119K +$123K +2,356 New
William Blair & Company
105
William Blair & Company
Illinois
$111K +$115K +2,201 New
WDL
106
Well Done LLC
Michigan
$108K +$112K +2,145 New
CCA
107
Clearwater Capital Advisors
Illinois
$107K +$111K +2,124 New
BFEC
108
Benjamin F. Edwards & Company
Missouri
$99K +$7.84K +150 +8%
AP
109
Advisors Preferred
Maryland
$98K +$80.9K +1,548 +390%
FA
110
Fortis Advisors
Pennsylvania
$91K +$261 +5 +0.3%
RCAG
111
Rehmann Capital Advisory Group
Michigan
$88K +$91.4K +1,750 New
TFA
112
Toth Financial Advisory
Virginia
$85K – – –
MIM
113
Macroview Investment Management
Maryland
$85K +$88.3K +1,690 New
QAM
114
QCI Asset Management
New York
$78K – – –
HT
115
Hefren-Tillotson
Pennsylvania
$66K – – –
WAS
116
WESPAC Advisors SoCal
California
$54K +$56.3K +1,077 New
IBOK
117
Independence Bank of Kentucky
Kentucky
$50K – – –
Simplex Trading
118
Simplex Trading
Illinois
$50K +$49.1K +940 +1,306%
AF
119
Arrow Financial
New York
$37K – – –
PCG
120
Private Capital Group
Connecticut
$30K – – –
AF
121
Advisornet Financial
Minnesota
$28K – – –
MSA
122
Marino Stram & Associates
Massachusetts
$28K – – –
YWP
123
YorkBridge Wealth Partners
New York
$28K – – –
CPA
124
Clear Perspective Advisors
Illinois
$27K – – –
Bessemer Group
125
Bessemer Group
New Jersey
$23K – – –
3 4
5
6 7

IAT Hedge Fund Activity: Q1 2018 in Review

143 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q1 2018, worth a combined $349M — up 17% from $299M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IAT positions and 10 closed out — a net gain of 20 holders — while 55 added to existing stakes and 23 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $11.6M. The largest seller was SG Americas Securities, exiting entirely with an estimated $3.73M sold.

  • 143 institutional investors held iShares US Regional Banks ETF (IAT) as of Q1 2018, up from 124 in Q4 2017.
  • Funds reported $349M of iShares US Regional Banks ETF stock for Q1 2018, up 17% quarter-over-quarter.
  • 30 funds opened new iShares US Regional Banks ETF positions in Q1 2018 and 10 closed out, a net change of +20 holders.
  • The largest iShares US Regional Banks ETF buyer in Q1 2018 was Morgan Stanley, an estimated $11.6M added.
  • The largest iShares US Regional Banks ETF seller in Q1 2018 was SG Americas Securities, an estimated $3.73M sold.

Based on aggregated 13F filings for Q1 2018.