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iShares US Regional Banks ETF
IAT

134 hedge funds and large institutions have $296M invested in iShares US Regional Banks ETF in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 44 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 9

200% more capital invested

Capital invested by funds: $98.7M → $296M (+$198M)

83% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 24

25% more funds holding

Funds holding: 107 → 134 (+27)

12.04% more ownership

Funds ownership: 33.61% → 45.65% (+12%)

Holders
134
Holders Change
+27
Holders Change %
+25.23%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
39
Increased
44
Reduced
24
Closed
9
Calls
$725K
Puts
–
Net Calls
+$725K
Net Calls Change
+$725K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$33.7M
2
Wells Fargo
Wells Fargo
California
+$19M
3
SFI
SPC Financial Inc
Maryland
+$18.6M
4
Bank of America
Bank of America
North Carolina
+$15.5M
5
MWM
MinichMacGregor Wealth Management
New York
+$8.77M

Top Sellers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$9.07M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.02M
3
JP Morgan Chase
JP Morgan Chase
New York
-$1.96M
4
HF
HRT Financial
New York
-$823K
5
CS
Credit Suisse
Switzerland
-$680K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
101
Harbour Investments
Wisconsin
$141K +$132K +2,490 New
FDCDDQ
102
Federation des caisses Desjardins du Quebec
Quebec, Canada
$138K – – –
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$120K +$89.8K +1,697 +424%
AF
104
Advisornet Financial
Minnesota
$112K +$106 +2 +0.1%
LPIC
105
LeJeune Puetz Investment Counsel
Michigan
$103K +$96.3K +1,820 New
IA
106
IFP Advisors
Florida
$93K +$53 +1 +0.1%
TFA
107
Toth Financial Advisory
Virginia
$90K – – –
FFA
108
Founders Financial Alliance
North Carolina
$73K +$64.6K +1,220 New
CT
109
Caldwell Trust
Florida
$68.2K +$43.1K +815 +210%
CIAS
110
Capital Investment Advisory Services
North Carolina
$65K – – –
PA
111
Parallel Advisors
California
$57K – – –
William Blair & Company
112
William Blair & Company
Illinois
$51K -$7.94K -150 -14%
AA
113
Ancora Advisors
Ohio
$45K – – –
COCM
114
Charter Oak Capital Management
New Hampshire
$43K +$106 +2 +0.3%
AF
115
Arrow Financial
New York
$42K – – –
OSNBOA
116
Old Second National Bank of Aurora
Illinois
$36K – – –
PCG
117
Private Capital Group
Connecticut
$34K – – –
SWM
118
Spire Wealth Management
Virginia
$34K +$31.8K +600 New
APA
119
American Portfolios Advisors
New York
$31.1K +$29K +548 New
GWM
120
Geneos Wealth Management
Colorado
$30K – – –
FPB
121
First PREMIER Bank
South Dakota
$28K – – –
IBOK
122
Independence Bank of Kentucky
Kentucky
$23K – – –
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$23K +$10.6K +200 +100%
AWA
124
Arkadios Wealth Advisors
Georgia
$13K -$9.42K -178 -43%
GRP
125
Global Retirement Partners
California
$13K +$53 +1 +0.4%
2 3 4
5
6

IAT Hedge Fund Activity: Q1 2021 in Review

134 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q1 2021, worth a combined $296M — up 200% from $98.7M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new IAT positions and 9 closed out — a net gain of 30 holders — while 44 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $33.7M. The largest seller was BNP Paribas Financial Markets, exiting entirely with an estimated $9.07M sold.

  • 134 institutional investors held iShares US Regional Banks ETF (IAT) as of Q1 2021, up from 107 in Q4 2020.
  • Funds reported $296M of iShares US Regional Banks ETF stock for Q1 2021, up 200% quarter-over-quarter.
  • 39 funds opened new iShares US Regional Banks ETF positions in Q1 2021 and 9 closed out, a net change of +30 holders.
  • The largest iShares US Regional Banks ETF buyer in Q1 2021 was Morgan Stanley, an estimated $33.7M added.
  • The largest iShares US Regional Banks ETF seller in Q1 2021 was BNP Paribas Financial Markets, an estimated $9.07M sold.

Based on aggregated 13F filings for Q1 2021.