iShares US Regional Banks ETF
IAT
124 hedge funds and large institutions have $261M invested in iShares US Regional Banks ETF in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 8 closing their positions.
225% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 8
147% more call options, than puts
Call options by funds: $1.31M | Put options by funds: $532K
39% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 31
14% more funds holding
Funds holding: 109 → 124 (+15)
1% more capital invested
Capital invested by funds: $257M → $261M (+$3.79M)
7.48% less ownership
Funds ownership: 42.62% → 35.13% (-7.5%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
+$10.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$4.98M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$4.24M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.96M |
| 5 |
Morgan Stanley
New York
|
+$2.84M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$10.5M |
| 2 |
Citigroup
New York
|
-$6.88M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$5.2M |
| 4 |
Goldman Sachs
New York
|
-$3.7M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.54M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SCA
126
Snowden Capital Advisors
New York
| – | -$1.22M | -26,863 | Closed |
|
|
AI
127
Atria Investments
Charlotte,
North Carolina
| – | -$552K | -12,171 | Closed |
|
|
TWA
128
TCI Wealth Advisors
Tucson,
Arizona
| – | -$34K | -760 | Closed |
|
|
BP
129
Ballentine Partners
Waltham,
Massachusetts
| – | -$9K | -200 | Closed |
|
|
FNBT
130
FineMark National Bank & Trust
Fort Myers,
Florida
| – | -$6K | -125 | Closed |
|
131
Barclays
London,
United Kingdom
| – | -$3.32K | -72 | Closed |
|
IAT Hedge Fund Activity: Q1 2017 in Review
124 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q1 2017, worth a combined $261M — up 1.5% from $257M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new IAT positions and 8 closed out — a net gain of 18 holders — while 43 added to existing stakes and 31 trimmed.
The largest buyer was SPC Financial Inc, opening a new position worth an estimated $10.2M. The largest seller was Brookstone Capital Management, exiting entirely with an estimated $10.5M sold.
- 124 institutional investors held iShares US Regional Banks ETF (IAT) as of Q1 2017, up from 109 in Q4 2016.
- Funds reported $261M of iShares US Regional Banks ETF stock for Q1 2017, up 1.5% quarter-over-quarter.
- 26 funds opened new iShares US Regional Banks ETF positions in Q1 2017 and 8 closed out, a net change of +18 holders.
- The largest iShares US Regional Banks ETF buyer in Q1 2017 was SPC Financial Inc, an estimated $10.2M added.
- The largest iShares US Regional Banks ETF seller in Q1 2017 was Brookstone Capital Management, an estimated $10.5M sold.
Based on aggregated 13F filings for Q1 2017.