iShares US Regional Banks ETF
IAT
143 hedge funds and large institutions have $349M invested in iShares US Regional Banks ETF in 2018 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 23 reducing their positions, and 10 closing their positions.
200% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 10
139% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 23
17% more capital invested
Capital invested by funds: $299M → $349M (+$49.7M)
15% more funds holding
Funds holding: 124 → 143 (+19)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
2.22% less ownership
Funds ownership: 41.06% → 38.84% (-2.2%)
14% less call options, than puts
Call options by funds: $1.36M | Put options by funds: $1.59M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$11.6M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$4.81M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$4.52M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.94M |
| 5 |
FIM
Foresters Investment Management
New York
|
+$3.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$3.73M |
| 2 |
MC
Martin & Co
Knoxville,
Tennessee
|
-$2.36M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$2.09M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$1.84M |
| 5 |
PFPT
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
-$395K |
IAT Hedge Fund Activity: Q1 2018 in Review
143 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q1 2018, worth a combined $349M — up 17% from $299M a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new IAT positions and 10 closed out — a net gain of 20 holders — while 55 added to existing stakes and 23 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $11.6M. The largest seller was SG Americas Securities, exiting entirely with an estimated $3.73M sold.
- 143 institutional investors held iShares US Regional Banks ETF (IAT) as of Q1 2018, up from 124 in Q4 2017.
- Funds reported $349M of iShares US Regional Banks ETF stock for Q1 2018, up 17% quarter-over-quarter.
- 30 funds opened new iShares US Regional Banks ETF positions in Q1 2018 and 10 closed out, a net change of +20 holders.
- The largest iShares US Regional Banks ETF buyer in Q1 2018 was Morgan Stanley, an estimated $11.6M added.
- The largest iShares US Regional Banks ETF seller in Q1 2018 was SG Americas Securities, an estimated $3.73M sold.
Based on aggregated 13F filings for Q1 2018.