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iShares US Regional Banks ETF
IAT

157 hedge funds and large institutions have $226M invested in iShares US Regional Banks ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

17% more capital invested

Capital invested by funds: $194M → $226M (+$32.1M)

5% more funds holding

Funds holding: 149 → 157 (+8)

2.15% more ownership

Funds ownership: 34.95% → 37.1% (+2.1%)

4% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 47

38% less call options, than puts

Call options by funds: $7.08M | Put options by funds: $11.4M

Holders
157
Holders Change
+8
Holders Change %
+5.37%
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
45
Reduced
47
Closed
15
Calls
$7.08M
Puts
$11.4M
Net Calls
-$4.27M
Net Calls Change
-$8.15M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$6.5M
2
GF
Gimbal Financial
Indiana
+$3.98M
3
JP Morgan Chase
JP Morgan Chase
New York
+$3.23M
4
SWC
Spectrum Wealth Counsel
Indiana
+$3.02M
5
IAIM
International Assets Investment Management
Florida
+$2.92M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.72M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$6.41M
3
Wells Fargo
Wells Fargo
California
-$5.14M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.94M
5
Jane Street
Jane Street
New York
-$2.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
101
Capital Investment Advisory Services
North Carolina
$116K -$16.1K -350 -13%
CPA
102
Cardiff Park Advisors
California
$112K +$1.01K +22 +0.9%
CIBC Private Wealth Group
103
CIBC Private Wealth Group
Georgia
$95.7K +$4.88K +106 +6%
William Blair & Company
104
William Blair & Company
Illinois
$84.5K +$22.8K +496 +39%
Fidelity Investments
105
Fidelity Investments
Massachusetts
$83.8K +$28.6K +621 +54%
LIA
106
Luken Investment Analytics
Tennessee
$83.2K – – –
NS
107
NBC Securities
Alabama
$83K +$46 +1 +0.1%
AA
108
AlphaMark Advisors
Kentucky
$72K – – –
Citigroup
109
Citigroup
New York
$67.9K -$78.4K -1,703 -54%
AF
110
Advisornet Financial
Minnesota
$66.4K +$552 +12 +0.9%
TCG
111
Transcendent Capital Group
Oklahoma
$66K +$1.61K +35 +3%
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$66K -$58.3K -1,267 -48%
MWM
113
MGB Wealth Management
Texas
$64.2K – – –
TFA
114
Toth Financial Advisory
Virginia
$60.9K – – –
PS
115
Principal Securities
Iowa
$58.8K -$16.1K -350 -22%
CSB
116
City State Bank
Iowa
$54.7K – – –
BC
117
Barrett & Company
Rhode Island
$50.5K +$460 +10 +1%
IA
118
IFP Advisors
Florida
$45.4K +$9.21K +200 +26%
HI
119
Harbour Investments
Wisconsin
$45.2K – – –
PTC
120
Private Trust Company
Ohio
$39.8K -$92 -2 -0.2%
FFA
121
Farther Finance Advisors
California
$39K +$37.7K +820 New
PS
122
Planned Solutions
California
$33.8K +$32.7K +711 New
SSB
123
Sandy Spring Bank
Maryland
$33.7K – – –
BCWM
124
Bartlett & Co Wealth Management
Ohio
$31.5K – – –
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$29.6K – – –
3 4
5
6 7

IAT Hedge Fund Activity: Q3 2024 in Review

157 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q3 2024, worth a combined $226M — up 17% from $194M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IAT positions and 15 closed out — a net gain of 9 holders — while 45 added to existing stakes and 47 trimmed.

The largest buyer was Bank of America, adding an estimated $6.5M. The largest seller was Morgan Stanley, cutting an estimated $6.72M.

  • 157 institutional investors held iShares US Regional Banks ETF (IAT) as of Q3 2024, up from 149 in Q2 2024.
  • Funds reported $226M of iShares US Regional Banks ETF stock for Q3 2024, up 17% quarter-over-quarter.
  • 24 funds opened new iShares US Regional Banks ETF positions in Q3 2024 and 15 closed out, a net change of +9 holders.
  • The largest iShares US Regional Banks ETF buyer in Q3 2024 was Bank of America, an estimated $6.5M added.
  • The largest iShares US Regional Banks ETF seller in Q3 2024 was Morgan Stanley, an estimated $6.72M sold.

Based on aggregated 13F filings for Q3 2024.