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iShares US Regional Banks ETF
IAT

158 hedge funds and large institutions have $252M invested in iShares US Regional Banks ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $6.16M | Put options by funds: $4.1M

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

1% more funds holding

Funds holding: 156 → 158 (+2)

8.41% less ownership

Funds ownership: 48.75% → 40.35% (-8.4%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

33% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 58

36% less capital invested

Capital invested by funds: $394M → $252M (-$142M)

Holders
158
Holders Change
+2
Holders Change %
+1.28%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
23
Increased
39
Reduced
58
Closed
18
Calls
$6.16M
Puts
$4.1M
Net Calls
+$2.07M
Net Calls Change
-$15.5M

Top Buyers

1
LIA
Luken Investment Analytics
Tennessee
+$4.76M
2
CAG
Crestwood Advisors Group
Massachusetts
+$3.2M
3
AWC
Abundance Wealth Counselors
Pennsylvania
+$3.11M
4
Ameriprise
Ameriprise
Minnesota
+$2.74M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$1.98M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$139M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$8.66M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$3.78M
4
LPL Financial
LPL Financial
California
-$3.68M
5
HighTower Advisors
HighTower Advisors
Illinois
-$2.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFPT
101
Pinnacle Financial Partners (Tennessee)
Tennessee
$106K – – –
FFL
102
Financial Freedom LLC
Ohio
$93.8K – – –
GRP
103
Global Retirement Partners
California
$84.6K -$55.7K -1,548 -37%
BFEC
104
Benjamin F. Edwards & Company
Missouri
$76K +$14.5K +403 +22%
CPA
105
Cardiff Park Advisors
California
$75K – – –
CA
106
Clearstead Advisors
Ohio
$74.5K +$39.9K +1,108 +100%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$67K -$58.7K -1,630 -45%
FDCDDQ
108
Federation des caisses Desjardins du Quebec
Quebec, Canada
$66.5K – – –
AA
109
AlphaMark Advisors
Kentucky
$66K -$10.4K -290 -13%
Citadel Advisors
110
Citadel Advisors
Florida
$65.6K -$1.73M -48,199 -96%
TFGT
111
TS Financial Group (TSFG)
Illinois
$58K +$54.3K +1,510 +737%
William Blair & Company
112
William Blair & Company
Illinois
$57.3K – – –
HGERS
113
Householder Group Estate & Retirement Specialist
Arizona
$52.2K +$55.9K +1,554 New
TFA
114
Toth Financial Advisory
Virginia
$49.1K -$720 -20 -1%
SS
115
Sunbelt Securities
Texas
$48K +$51.5K +1,430 New
FPB
116
First PREMIER Bank
South Dakota
$48K – – –
Franklin Resources
117
Franklin Resources
California
$47K – – –
CSB
118
City State Bank
Iowa
$46K -$3.6K -100 -7%
PA
119
Parallel Advisors
California
$35.5K -$7.99K -222 -17%
IA
120
IFP Advisors
Florida
$33.9K +$10.8K +300 +42%
BC
121
Barrett & Company
Rhode Island
$33.9K – – –
PTC
122
Private Trust Company
Ohio
$33.3K -$26.7K -742 -43%
S
123
SignatureFD
Georgia
$26.4K +$28.3K +787 New
HI
124
Harbour Investments
Wisconsin
$25.2K -$14.4K -400 -35%
AF
125
Arrow Financial
New York
$24.7K – – –
3 4
5
6 7

IAT Hedge Fund Activity: Q3 2023 in Review

158 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q3 2023, worth a combined $252M — down 36% from $394M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IAT positions and 18 closed out — a net gain of 5 holders — while 39 added to existing stakes and 58 trimmed.

The largest buyer was Luken Investment Analytics, adding an estimated $4.76M. The largest seller was Bank of America, cutting an estimated $139M.

  • 158 institutional investors held iShares US Regional Banks ETF (IAT) as of Q3 2023, up from 156 in Q2 2023.
  • Funds reported $252M of iShares US Regional Banks ETF stock for Q3 2023, down 36% quarter-over-quarter.
  • 23 funds opened new iShares US Regional Banks ETF positions in Q3 2023 and 18 closed out, a net change of +5 holders.
  • The largest iShares US Regional Banks ETF buyer in Q3 2023 was Luken Investment Analytics, an estimated $4.76M added.
  • The largest iShares US Regional Banks ETF seller in Q3 2023 was Bank of America, an estimated $139M sold.

Based on aggregated 13F filings for Q3 2023.