iShares US Regional Banks ETF
IAT
96 hedge funds and large institutions have $74.7M invested in iShares US Regional Banks ETF in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 13 closing their positions.
65% more call options, than puts
Call options by funds: $917K | Put options by funds: $555K
58% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 19
54% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 13
34% more capital invested
Capital invested by funds: $55.9M → $74.7M (+$18.8M)
7% more funds holding
Funds holding: 90 → 96 (+6)
3.37% more ownership
Funds ownership: 28.15% → 31.52% (+3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
US Bancorp
Minneapolis,
Minnesota
|
+$4.11M |
| 2 |
Morgan Stanley
New York
|
+$3.92M |
| 3 |
JP Morgan Chase
New York
|
+$1.62M |
| 4 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
+$1.31M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
BTR Capital Management
Oakland,
California
|
-$3.72M |
| 2 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$2.14M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.45M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.27M |
| 5 |
Jane Street
New York
|
-$1.03M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Rockefeller Capital Management
New York
| – | -$109K | -3,779 | Closed |
|
|
ASN
102
Advisory Services Network
Atlanta,
Georgia
| – | -$85K | -2,944 | Closed |
|
|
EDRH
103
Edmond de Rothschild Holding
Chambesy,
Switzerland
| – | -$56K | -1,940 | Closed |
|
|
QAM
104
QCI Asset Management
Pittsford,
New York
| – | -$45K | -1,558 | Closed |
|
|
LDFR
105
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
| – | -$9K | -307 | Closed |
|
|
SWA
106
Stratos Wealth Advisors
Beachwood,
Ohio
| – | -$2K | -67 | Closed |
|
|
GSWM
107
Golden State Wealth Management
Santa Ana,
California
| – | -$1K | -22 | Closed |
|
|
IF
108
Ironwood Financial
Tucson,
Arizona
| – | +$326 | +10 | New |
|
IAT Hedge Fund Activity: Q2 2020 in Review
96 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q2 2020, worth a combined $74.7M — up 34% from $55.9M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new IAT positions and 13 closed out — a net gain of 7 holders — while 30 added to existing stakes and 19 trimmed.
The largest buyer was US Bancorp, adding an estimated $4.11M. The largest seller was BTR Capital Management, cutting an estimated $3.72M.
- 96 institutional investors held iShares US Regional Banks ETF (IAT) as of Q2 2020, up from 90 in Q1 2020.
- Funds reported $74.7M of iShares US Regional Banks ETF stock for Q2 2020, up 34% quarter-over-quarter.
- 20 funds opened new iShares US Regional Banks ETF positions in Q2 2020 and 13 closed out, a net change of +7 holders.
- The largest iShares US Regional Banks ETF buyer in Q2 2020 was US Bancorp, an estimated $4.11M added.
- The largest iShares US Regional Banks ETF seller in Q2 2020 was BTR Capital Management, an estimated $3.72M sold.
Based on aggregated 13F filings for Q2 2020.