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iShares US Regional Banks ETF
IAT

133 hedge funds and large institutions have $874M invested in iShares US Regional Banks ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 51 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more capital invested

Capital invested by funds: $329M → $874M (+$545M)

38% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 37

24.99% more ownership

Funds ownership: 44.85% → 69.84% (+25%)

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

0% more funds holding

Funds holding: 133 → 133 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
133
Holders Change
–
Holders Change %
0%
% of All Funds
2.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
51
Reduced
37
Closed
10
Calls
$824K
Puts
–
Net Calls
+$824K
Net Calls Change
+$387K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$500M
2
Wells Fargo
Wells Fargo
California
+$4M
3
KAS
Kestra Advisory Services
Texas
+$2.5M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.31M
5
Ameriprise
Ameriprise
Minnesota
+$2.11M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$4.36M
2
NFG
Norris Financial Group
South Carolina
-$4.05M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.61M
4
SFI
SPC Financial Inc
Maryland
-$2.35M
5
Morgan Stanley
Morgan Stanley
New York
-$1.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
LPIC
101
LeJeune Puetz Investment Counsel
Michigan
$110K – – –
IA
102
IFP Advisors
Florida
$108K +$58 +1 +0.1%
TFA
103
Toth Financial Advisory
Virginia
$97K +$1.04K +18 +1%
FFA
104
Founders Financial Alliance
North Carolina
$95K +$20.1K +350 +29%
CT
105
Caldwell Trust
Florida
$72.9K – – –
CCM
106
Covington Capital Management
California
$64K +$8.06K +140 +15%
APA
107
American Portfolios Advisors
New York
$62K +$13.3K +231 +29%
PA
108
Parallel Advisors
California
$61K – – –
TFO
109
Tarbox Family Office
California
$58K +$55.2K +960 New
William Blair & Company
110
William Blair & Company
Illinois
$55K – – –
AA
111
Ancora Advisors
Ohio
$48K – – –
Fifth Third Bancorp
112
Fifth Third Bancorp
Ohio
$48K – – –
COCM
113
Charter Oak Capital Management
New Hampshire
$46K +$173 +3 +0.4%
AF
114
Arrow Financial
New York
$45K – – –
OSNBOA
115
Old Second National Bank of Aurora
Illinois
$38K – – –
PCG
116
Private Capital Group
Connecticut
$36K – – –
Barclays
117
Barclays
United Kingdom
$35K -$115K -1,998 -78%
FPB
118
First PREMIER Bank
South Dakota
$30K – – –
GRP
119
Global Retirement Partners
California
$29K +$18.8K +326 +206%
AWA
120
Arkadios Wealth Advisors
Georgia
$28K +$58 +1 +0.2%
JCM
121
Jacobi Capital Management
Pennsylvania
$24K +$17.1K +297 +297%
CIAS
122
Capital Investment Advisory Services
North Carolina
$21K – – –
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$21K +$7.48K +130 +62%
Qube Research & Technologies (QRT)
124
Qube Research & Technologies (QRT)
United Kingdom
$17K +$16.4K +285 New
AAP
125
Arax Advisory Partners
Colorado
$15K – – –
2 3 4
5
6

IAT Hedge Fund Activity: Q3 2021 in Review

133 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q3 2021, worth a combined $874M — up 166% from $329M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IAT positions and 10 closed out — a net gain of 2 holders — while 51 added to existing stakes and 37 trimmed.

The largest buyer was Bank of America, adding an estimated $500M. The largest seller was Citadel Advisors, cutting an estimated $4.36M.

  • 133 institutional investors held iShares US Regional Banks ETF (IAT) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $874M of iShares US Regional Banks ETF stock for Q3 2021, up 166% quarter-over-quarter.
  • 12 funds opened new iShares US Regional Banks ETF positions in Q3 2021 and 10 closed out, a net change of +2 holders.
  • The largest iShares US Regional Banks ETF buyer in Q3 2021 was Bank of America, an estimated $500M added.
  • The largest iShares US Regional Banks ETF seller in Q3 2021 was Citadel Advisors, an estimated $4.36M sold.

Based on aggregated 13F filings for Q3 2021.