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iShares US Regional Banks ETF
IAT

183 hedge funds and large institutions have $323M invested in iShares US Regional Banks ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 57 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 23

28% more capital invested

Capital invested by funds: $252M → $323M (+$71.1M)

19% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 48

16% more funds holding

Funds holding: 158 → 183 (+25)

3.61% more ownership

Funds ownership: 40.35% → 43.96% (+3.6%)

0% more call options, than puts

Call options by funds: $3.71M | Put options by funds: $3.71M

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
183
Holders Change
+25
Holders Change %
+15.82%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
50
Increased
57
Reduced
48
Closed
23
Calls
$3.71M
Puts
$3.71M
Net Calls
–
Net Calls Change
-$2.07M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$27.5M
2
HCA
Heck Capital Advisors
Wisconsin
+$8.09M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.35M
4
JP Morgan Chase
JP Morgan Chase
New York
+$3.87M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$3.77M

Top Sellers

Rank Fund Capital Flow
1
RCYC
Richard C. Young & Co
Rhode Island
-$23.8M
2
BB
Bell Bank
North Dakota
-$9.22M
3
LIA
Luken Investment Analytics
Tennessee
-$4.75M
4
AI
Arrien Investments
Idaho
-$3.26M
5
CI
CX Institutional
Indiana
-$2.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
101
TRUE Private Wealth Advisors
Oregon
$212K +$182K +5,066 New
CPIG
102
Chicago Partners Investment Group
Illinois
$209K +$179K +4,977 New
OCM
103
One Capital Management
California
$207K +$177K +4,941 New
E
104
ETFidea
New York
$206K +$177K +4,926 New
LFG
105
Larson Financial Group
Missouri
$201K +$9.9K +276 +6%
SWC
106
Spectrum Wealth Counsel
Indiana
$182K +$156K +4,358 New
WCM
107
Winthrop Capital Management
Indiana
$179K +$153K +4,271 New
HWA
108
HHM Wealth Advisors
Tennessee
$171K – – –
GPFA
109
Game Plan Financial Advisors
Ohio
$167K +$144K +4,000 New
PNC Financial Services Group
110
PNC Financial Services Group
Pennsylvania
$162K +$19.2K +534 +16%
LFA
111
Legend Financial Advisors
Pennsylvania
$159K – – –
First Manhattan
112
First Manhattan
New York
$137K +$118K +3,275 New
PFPT
113
Pinnacle Financial Partners (Tennessee)
Tennessee
$132K – – –
EWA
114
EP Wealth Advisors
California
$130K +$111K +3,100 New
CIAS
115
Capital Investment Advisory Services
North Carolina
$127K -$547K -15,256 -83%
BFS
116
Bare Financial Services
Pennsylvania
$127K +$109K +3,026 New
FFL
117
Financial Freedom LLC
Ohio
$120K +$2.69K +75 +3%
TRCT
118
Tower Research Capital (TRC)
New York
$111K -$1.17M -32,524 -92%
CPA
119
Cardiff Park Advisors
California
$95.9K +$2.19K +61 +3%
BFEC
120
Benjamin F. Edwards & Company
Missouri
$95K +$395 +11 +0.5%
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$86K +$1.79K +50 +2%
FDCDDQ
122
Federation des caisses Desjardins du Quebec
Quebec, Canada
$82.8K – – –
AA
123
AlphaMark Advisors
Kentucky
$82K – – –
NS
124
NBC Securities
Alabama
$75K +$41.2K +1,148 +178%
LIA
125
Luken Investment Analytics
Tennessee
$73.2K -$4.75M -132,331 -99%
3 4
5
6 7

IAT Hedge Fund Activity: Q4 2023 in Review

183 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q4 2023, worth a combined $323M — up 28% from $252M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IAT positions and 23 closed out — a net gain of 27 holders — while 57 added to existing stakes and 48 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $27.5M. The largest seller was Richard C. Young & Co, exiting entirely with an estimated $23.8M sold.

  • 183 institutional investors held iShares US Regional Banks ETF (IAT) as of Q4 2023, up from 158 in Q3 2023.
  • Funds reported $323M of iShares US Regional Banks ETF stock for Q4 2023, up 28% quarter-over-quarter.
  • 50 funds opened new iShares US Regional Banks ETF positions in Q4 2023 and 23 closed out, a net change of +27 holders.
  • The largest iShares US Regional Banks ETF buyer in Q4 2023 was Morgan Stanley, an estimated $27.5M added.
  • The largest iShares US Regional Banks ETF seller in Q4 2023 was Richard C. Young & Co, an estimated $23.8M sold.

Based on aggregated 13F filings for Q4 2023.