iShares US Regional Banks ETF
IAT
93 hedge funds and large institutions have $61.7M invested in iShares US Regional Banks ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 33 reducing their positions, and 9 closing their positions.
2.63% less ownership
Funds ownership: 31.52% → 28.89% (-2.6%)
3% less funds holding
Funds holding: 96 → 93 (-3)
17% less capital invested
Capital invested by funds: $74.7M → $61.7M (-$13M)
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
33% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 33
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.35M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.04M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$793K |
| 4 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$775K |
| 5 |
Goldman Sachs
New York
|
+$380K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$2.3M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.15M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.81M |
| 4 |
SPIA
Steward Partners Investment Advisory
New York
|
-$1.38M |
| 5 |
MIAN
Mariner Independent Advisor Network
Overland Park,
Kansas
|
-$1.31M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Fidelity Investments
Boston,
Massachusetts
| – | +$506 | +15 | New |
|
IAT Hedge Fund Activity: Q3 2020 in Review
93 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q3 2020, worth a combined $61.7M — down 17% from $74.7M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of IAT and 6 opened new positions — a net loss of 3 holders — while 33 trimmed existing stakes and 22 added.
The largest buyer was Raymond James & Associates, adding an estimated $1.35M. The largest seller was UBS Group, cutting an estimated $2.3M.
- 93 institutional investors held iShares US Regional Banks ETF (IAT) as of Q3 2020, down from 96 in Q2 2020.
- Funds reported $61.7M of iShares US Regional Banks ETF stock for Q3 2020, down 17% quarter-over-quarter.
- 6 funds opened new iShares US Regional Banks ETF positions in Q3 2020 and 9 closed out, a net change of -3 holders.
- The largest iShares US Regional Banks ETF buyer in Q3 2020 was Raymond James & Associates, an estimated $1.35M added.
- The largest iShares US Regional Banks ETF seller in Q3 2020 was UBS Group, an estimated $2.3M sold.
Based on aggregated 13F filings for Q3 2020.