iShares US Regional Banks ETF
IAT
123 hedge funds and large institutions have $185M invested in iShares US Regional Banks ETF in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 20 increasing their positions, 50 reducing their positions, and 12 closing their positions.
111% more call options, than puts
Call options by funds: $895K | Put options by funds: $425K
67% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 12
6% more funds holding
Funds holding: 116 → 123 (+7)
3.01% less ownership
Funds ownership: 38.17% → 35.16% (-3%)
11% less capital invested
Capital invested by funds: $208M → $185M (-$22.3M)
60% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$3.83M |
| 2 |
VF
Virtu Financial
New York
|
+$1.87M |
| 3 |
Jane Street
New York
|
+$903K |
| 4 |
HCMNY
Howard Capital Management (New York)
New York
|
+$544K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$400K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
-$17.1M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$6.09M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$4.66M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$4.49M |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
-$3.05M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Creative Planning
Overland Park,
Kansas
| – | -$470K | -11,794 | Closed |
|
|
WKWM
127
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| – | -$458K | -11,500 | Closed |
|
|
B
128
Barings
Charlotte,
North Carolina
| – | -$458K | -11,491 | Closed |
|
|
SHGA
129
Sand Hill Global Advisors
Palo Alto,
California
| – | -$452K | -11,335 | Closed |
|
|
BCM
130
Brasada Capital Management
Houston,
Texas
| – | -$88K | -2,200 | Closed |
|
|
FA
131
Fortis Advisors
Wayne,
Pennsylvania
| – | -$73K | -1,841 | Closed |
|
|
MIM
132
Macroview Investment Management
Bethesda,
Maryland
| – | -$67K | -1,690 | Closed |
|
|
RWA
133
River Wealth Advisors
Camp Hill,
Pennsylvania
| – | -$43K | -1,071 | Closed |
|
|
CG
134
Cutler Group
San Francisco,
California
| – | -$13.5K | -300 | Closed |
|
|
CA
135
Claro Advisors
Boston,
Massachusetts
| – | -$2K | -50 | Closed |
|
IAT Hedge Fund Activity: Q1 2019 in Review
123 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q1 2019, worth a combined $185M — down 11% from $208M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new IAT positions and 12 closed out — a net gain of 8 holders — while 20 added to existing stakes and 50 trimmed.
The largest buyer was Credit Suisse, adding an estimated $3.83M. The largest seller was Rockefeller Capital Management, cutting an estimated $17.1M.
- 123 institutional investors held iShares US Regional Banks ETF (IAT) as of Q1 2019, up from 116 in Q4 2018.
- Funds reported $185M of iShares US Regional Banks ETF stock for Q1 2019, down 11% quarter-over-quarter.
- 20 funds opened new iShares US Regional Banks ETF positions in Q1 2019 and 12 closed out, a net change of +8 holders.
- The largest iShares US Regional Banks ETF buyer in Q1 2019 was Credit Suisse, an estimated $3.83M added.
- The largest iShares US Regional Banks ETF seller in Q1 2019 was Rockefeller Capital Management, an estimated $17.1M sold.
Based on aggregated 13F filings for Q1 2019.