iShares US Regional Banks ETF
IAT
115 hedge funds and large institutions have $157M invested in iShares US Regional Banks ETF in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 52 reducing their positions, and 17 closing their positions.
440% more call options, than puts
Call options by funds: $3.45M | Put options by funds: $638K
2.82% less ownership
Funds ownership: 35.16% → 32.34% (-2.8%)
7% less funds holding
Funds holding: 123 → 115 (-8)
15% less capital invested
Capital invested by funds: $185M → $157M (-$28.7M)
35% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 17
56% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 52
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.57M |
| 2 |
Rockefeller Capital Management
New York
|
+$790K |
| 3 |
NFG
Next Financial Group
Houston,
Texas
|
+$416K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$360K |
| 5 |
FTIOP
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
+$348K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCMNY
Howard Capital Management (New York)
New York
|
-$14.7M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$7.89M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$3.28M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.89M |
| 5 |
Morgan Stanley
New York
|
-$1.78M |
IAT Hedge Fund Activity: Q2 2019 in Review
115 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q2 2019, worth a combined $157M — down 15% from $185M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of IAT and 11 opened new positions — a net loss of 6 holders — while 52 trimmed existing stakes and 23 added.
The largest buyer was Citadel Advisors, adding an estimated $1.57M. The largest seller was Howard Capital Management (New York), exiting entirely with an estimated $14.7M sold.
- 115 institutional investors held iShares US Regional Banks ETF (IAT) as of Q2 2019, down from 123 in Q1 2019.
- Funds reported $157M of iShares US Regional Banks ETF stock for Q2 2019, down 15% quarter-over-quarter.
- 11 funds opened new iShares US Regional Banks ETF positions in Q2 2019 and 17 closed out, a net change of -6 holders.
- The largest iShares US Regional Banks ETF buyer in Q2 2019 was Citadel Advisors, an estimated $1.57M added.
- The largest iShares US Regional Banks ETF seller in Q2 2019 was Howard Capital Management (New York), an estimated $14.7M sold.
Based on aggregated 13F filings for Q2 2019.