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iShares US Regional Banks ETF

133 hedge funds and large institutions have $329M invested in iShares US Regional Banks ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

205% more call options, than puts

Call options by funds: $650K | Put options by funds: $213K

53% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 36

11% more capital invested

Capital invested by funds: $296M → $329M (+$32.7M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

1% less funds holding

Funds holding: 134133 (-1)

0.8% less ownership

Funds ownership: 45.65%44.85% (-0.8%)

Holders
133
Holders Change
-1
Holders Change %
-0.75%
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
13
Increased
55
Reduced
36
Closed
13
Calls
$650K
Puts
$213K
Net Calls
+$437K
Net Calls Change
-$288K
Name Holding Trade Value Shares
Change
Change in
Stake
LPIC
101
LeJeune Puetz Investment Counsel
Michigan
$105K
IA
102
IFP Advisors
Florida
$103K +$9.73K +164 +10%
TFA
103
Toth Financial Advisory
Virginia
$91K
FFA
104
Founders Financial Alliance
North Carolina
$70K +$119 +2 +0.2%
CT
105
Caldwell Trust
Florida
$69.2K
Deutsche Bank
106
Deutsche Bank
Germany
$69K +$71.2K +1,200 New
PA
107
Parallel Advisors
California
$58K
CCM
108
Covington Capital Management
California
$53K +$54.6K +920 New
William Blair & Company
109
William Blair & Company
Illinois
$52K
AA
110
Ancora Advisors
Ohio
$46K
PWP
111
Personal Wealth Partners
Minnesota
$46K +$47.4K +800 New
APA
112
American Portfolios Advisors
New York
$45.6K +$14.5K +244 +45%
Fifth Third Bancorp
113
Fifth Third Bancorp
Ohio
$45K +$22.8K +385 +96%
COCM
114
Charter Oak Capital Management
New Hampshire
$43K +$59 +1 +0.1%
AF
115
Arrow Financial
New York
$42K
OSNBOA
116
Old Second National Bank of Aurora
Illinois
$36K
PCG
117
Private Capital Group
Connecticut
$35K
FPB
118
First PREMIER Bank
South Dakota
$29K
AWA
119
Arkadios Wealth Advisors
Georgia
$26K +$13.4K +226 +96%
SWM
120
Spire Wealth Management
Virginia
$23K -$11.9K -200 -33%
IBOK
121
Independence Bank of Kentucky
Kentucky
$23K
CIAS
122
Capital Investment Advisory Services
North Carolina
$20K -$47.4K -800 -70%
AAP
123
Arax Advisory Partners
Colorado
$14K +$14.8K +250 New
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$12K
GRP
125
Global Retirement Partners
California
$9K -$4.57K -77 -33%

IAT Hedge Fund Activity: Q2 2021 in Review

133 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q2 2021, worth a combined $329M — up 11% from $296M a quarter earlier.

Fund positioning in IAT was balanced in Q2 2021: 13 funds opened new positions, 13 closed out, 55 added to existing stakes and 36 trimmed.

The largest buyer was Wells Fargo, adding an estimated $6.45M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $2.96M sold.

  • 133 institutional investors held iShares US Regional Banks ETF (IAT) as of Q2 2021, down from 134 in Q1 2021.
  • Funds reported $329M of iShares US Regional Banks ETF stock for Q2 2021, up 11% quarter-over-quarter.
  • 13 funds opened new iShares US Regional Banks ETF positions in Q2 2021 and 13 closed out, a net change of 0 holders.
  • The largest iShares US Regional Banks ETF buyer in Q2 2021 was Wells Fargo, an estimated $6.45M added.
  • The largest iShares US Regional Banks ETF seller in Q2 2021 was Synergy Asset Management, an estimated $2.96M sold.

Based on aggregated 13F filings for Q2 2021.