iShares US Regional Banks ETF
IAT
124 hedge funds and large institutions have $299M invested in iShares US Regional Banks ETF in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 35 increasing their positions, 37 reducing their positions, and 8 closing their positions.
275% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 8
200% more funds holding in top 10
Funds holding in top 10: 1 → 3 (+2)
20% more funds holding
Funds holding: 103 → 124 (+21)
8% more capital invested
Capital invested by funds: $278M → $299M (+$21.3M)
1.09% more ownership
Funds ownership: 39.97% → 41.06% (+1.1%)
5% less repeat investments, than reductions
Existing positions increased: 35 | Existing positions reduced: 37
33% less call options, than puts
Call options by funds: $1.01M | Put options by funds: $1.51M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Foresters Investment Management
New York
|
+$4.58M |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$3.34M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.69M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$2.26M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.87M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$4.94M |
| 2 |
TSS
Two Sigma Securities
New York
|
-$4.68M |
| 3 |
Morgan Stanley
New York
|
-$3.89M |
| 4 |
NFG
Next Financial Group
Houston,
Texas
|
-$2.18M |
| 5 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.98M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Jane Street
New York
| – | -$1.49M | -31,549 | Closed |
|
|
PAG
127
Private Advisor Group
Morristown,
New Jersey
| – | -$1M | -21,169 | Closed |
|
128
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$577K | -12,031 | Closed |
|
|
NPC
129
National Planning Corporation
El Segundo,
California
| – | -$406K | -8,592 | Closed |
|
130
Barclays
London,
United Kingdom
| – | -$61K | -1,272 | Closed |
|
|
PVH
131
Psagot Value Holdings
Tel Aviv,
Israel
| – | -$39K | -830 | Closed |
|
IAT Hedge Fund Activity: Q4 2017 in Review
124 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q4 2017, worth a combined $299M — up 7.7% from $278M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new IAT positions and 8 closed out — a net gain of 22 holders — while 35 added to existing stakes and 37 trimmed.
The largest buyer was Foresters Investment Management, opening a new position worth an estimated $4.58M. The largest seller was SG Americas Securities, cutting an estimated $4.94M.
- 124 institutional investors held iShares US Regional Banks ETF (IAT) as of Q4 2017, up from 103 in Q3 2017.
- Funds reported $299M of iShares US Regional Banks ETF stock for Q4 2017, up 7.7% quarter-over-quarter.
- 30 funds opened new iShares US Regional Banks ETF positions in Q4 2017 and 8 closed out, a net change of +22 holders.
- The largest iShares US Regional Banks ETF buyer in Q4 2017 was Foresters Investment Management, an estimated $4.58M added.
- The largest iShares US Regional Banks ETF seller in Q4 2017 was SG Americas Securities, an estimated $4.94M sold.
Based on aggregated 13F filings for Q4 2017.