iShares US Regional Banks ETF
IAT
112 hedge funds and large institutions have $265M invested in iShares US Regional Banks ETF in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 42 reducing their positions, and 25 closing their positions.
1,220% more call options, than puts
Call options by funds: $2.87M | Put options by funds: $217K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
2.02% more ownership
Funds ownership: 35.13% → 37.15% (+2%)
1% more capital invested
Capital invested by funds: $261M → $265M (+$3.77M)
10% less funds holding
Funds holding: 124 → 112 (-12)
17% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 42
40% less first-time investments, than exits
New positions opened: 15 | Existing positions closed: 25
Top Buyers
| 1 |
HCMNY
Howard Capital Management (New York)
New York
|
+$13.8M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$6.84M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$5.63M |
| 4 |
Morgan Stanley
New York
|
+$3.91M |
| 5 |
SG Americas Securities
New York
|
+$3.5M |
Top Sellers
| 1 |
Wells Fargo
San Francisco,
California
|
-$6.74M |
| 2 |
NSIM
North Star Investment Management
Chicago,
Illinois
|
-$3.69M |
| 3 |
IH
IFC Holdings
Tampa,
Florida
|
-$3.5M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$3.29M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$3.23M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TSS
126
Two Sigma Securities
New York
| – | -$219K | -4,878 | Closed |
|
|
MC
127
Moors & Cabot
Boston,
Massachusetts
| – | -$216K | -4,807 | Closed |
|
|
WP
128
WealthPLAN Partners
Omaha,
Nebraska
| – | -$107K | -2,445 | Closed |
|
|
AP
129
Advisors Preferred
Rockville,
Maryland
| – | -$35 | -774 | Closed |
|
|
FANJ
130
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$22K | -500 | Closed |
|
|
HCA
131
Harbour Capital Advisors
Tysons Corner,
Virginia
| – | -$17.9K | -400 | Closed |
|
|
RCA
132
Rowland Carmichael Advisors
Scottsdale,
Arizona
| – | -$18K | -400 | Closed |
|
133
Fifth Third Bancorp
Cincinnati,
Ohio
| – | -$15K | -330 | Closed |
|
|
SJIM
134
St. Johns Investment Management
Jacksonville,
Florida
| – | -$4K | -85 | Closed |
|
|
CCS
135
Crosspoint Capital Strategies
Orinda,
California
| – | -$2K | -53 | Closed |
|
|
WAS
136
Winch Advisory Services
Appleton,
Wisconsin
| – | -$2K | -37 | Closed |
|
IAT Hedge Fund Activity: Q2 2017 in Review
112 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q2 2017, worth a combined $265M — up 1.4% from $261M a quarter earlier.
Sellers outnumbered buyers: 25 funds closed out of IAT and 15 opened new positions — a net loss of 10 holders — while 42 trimmed existing stakes and 35 added.
The largest buyer was Howard Capital Management (New York), opening a new position worth an estimated $13.8M. The largest seller was Wells Fargo, cutting an estimated $6.74M.
- 112 institutional investors held iShares US Regional Banks ETF (IAT) as of Q2 2017, down from 124 in Q1 2017.
- Funds reported $265M of iShares US Regional Banks ETF stock for Q2 2017, up 1.4% quarter-over-quarter.
- 15 funds opened new iShares US Regional Banks ETF positions in Q2 2017 and 25 closed out, a net change of -10 holders.
- The largest iShares US Regional Banks ETF buyer in Q2 2017 was Howard Capital Management (New York), an estimated $13.8M added.
- The largest iShares US Regional Banks ETF seller in Q2 2017 was Wells Fargo, an estimated $6.74M sold.
Based on aggregated 13F filings for Q2 2017.