iShares US Regional Banks ETF
IAT
134 hedge funds and large institutions have $446M invested in iShares US Regional Banks ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 49 reducing their positions, and 19 closing their positions.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.33% less ownership
Funds ownership: 60% → 59.67% (-0.33%)
4% less funds holding
Funds holding: 140 → 134 (-6)
11% less capital invested
Capital invested by funds: $501M → $446M (-$55.3M)
29% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 49
32% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 19
Top Buyers
| 1 |
Citadel Advisors
Miami,
Florida
|
+$2.28M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$876K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$624K |
| 4 |
WP
WealthShield Partners
Cary,
North Carolina
|
+$509K |
| 5 |
AR
Apeiron RIA
Dallas,
Texas
|
+$391K |
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$16M |
| 2 |
Morgan Stanley
New York
|
-$13.6M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$6.25M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.66M |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$2.69M |
IAT Hedge Fund Activity: Q3 2022 in Review
134 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q3 2022, worth a combined $446M — down 11% from $501M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of IAT and 13 opened new positions — a net loss of 6 holders — while 49 trimmed existing stakes and 35 added.
The largest buyer was Citadel Advisors, adding an estimated $2.28M. The largest seller was Bank of America, cutting an estimated $16M.
- 134 institutional investors held iShares US Regional Banks ETF (IAT) as of Q3 2022, down from 140 in Q2 2022.
- Funds reported $446M of iShares US Regional Banks ETF stock for Q3 2022, down 11% quarter-over-quarter.
- 13 funds opened new iShares US Regional Banks ETF positions in Q3 2022 and 19 closed out, a net change of -6 holders.
- The largest iShares US Regional Banks ETF buyer in Q3 2022 was Citadel Advisors, an estimated $2.28M added.
- The largest iShares US Regional Banks ETF seller in Q3 2022 was Bank of America, an estimated $16M sold.
Based on aggregated 13F filings for Q3 2022.