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iShares US Regional Banks ETF
IAT

134 hedge funds and large institutions have $296M invested in iShares US Regional Banks ETF in 2021 Q1 according to their latest regulatory filings, with 39 funds opening new positions, 44 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

333% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 9

200% more capital invested

Capital invested by funds: $98.7M → $296M (+$198M)

83% more repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 24

25% more funds holding

Funds holding: 107 → 134 (+27)

12.04% more ownership

Funds ownership: 33.61% → 45.65% (+12%)

Holders
134
Holders Change
+27
Holders Change %
+25.23%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
39
Increased
44
Reduced
24
Closed
9
Calls
$725K
Puts
–
Net Calls
+$725K
Net Calls Change
+$725K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$33.7M
2
Wells Fargo
Wells Fargo
California
+$19M
3
SFI
SPC Financial Inc
Maryland
+$18.6M
4
Bank of America
Bank of America
North Carolina
+$15.5M
5
MWM
MinichMacGregor Wealth Management
New York
+$8.77M

Top Sellers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$9.07M
2
Citadel Advisors
Citadel Advisors
Florida
-$3.02M
3
JP Morgan Chase
JP Morgan Chase
New York
-$1.96M
4
HF
HRT Financial
New York
-$823K
5
CS
Credit Suisse
Switzerland
-$680K
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
126
CAPTRUST Financial Advisors
North Carolina
$12K – – –
KFS
127
Kelly Financial Services
Massachusetts
$10.4K – – –
IWMWV
128
Ironwood Wealth Management (West Virginia)
West Virginia
$9K +$5.29K +100 +200%
JCM
129
Jacobi Capital Management
Pennsylvania
$6K – – –
BWA
130
BDO Wealth Advisors
Florida
$5K – – –
CAAS
131
Capital Asset Advisory Services
Michigan
$4K -$65.1K -1,230 -95%
IF
132
Ironwood Financial
Arizona
$3K – – –
Fidelity Investments
133
Fidelity Investments
Massachusetts
$1K -$8.84K -167 -91%
BNP Paribas Financial Markets
134
BNP Paribas Financial Markets
France
– -$9.07M -200,000 Closed
HF
135
HRT Financial
New York
– -$823K -18,165 Closed
TSS
136
Two Sigma Securities
New York
– -$306K -6,744 Closed
KAS
137
Kestra Advisory Services
Texas
– -$254K -5,655 Closed
RWA
138
Ropes Wealth Advisors
Massachusetts
– -$138K -3,036 Closed
TPWA
139
TRUE Private Wealth Advisors
Oregon
– -$123K -2,721 Closed
FFG
140
Fortem Financial Group
California
– -$5K -104 Closed
TWM
141
Tradition Wealth Management
Minnesota
– -$2K -39 Closed
TFS
142
TrustCore Financial Services
Tennessee
– -$1K -33 Closed
2 3 4 5
6

IAT Hedge Fund Activity: Q1 2021 in Review

134 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q1 2021, worth a combined $296M — up 200% from $98.7M a quarter earlier.

Buyers outnumbered sellers: 39 funds opened new IAT positions and 9 closed out — a net gain of 30 holders — while 44 added to existing stakes and 24 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $33.7M. The largest seller was BNP Paribas Financial Markets, exiting entirely with an estimated $9.07M sold.

  • 134 institutional investors held iShares US Regional Banks ETF (IAT) as of Q1 2021, up from 107 in Q4 2020.
  • Funds reported $296M of iShares US Regional Banks ETF stock for Q1 2021, up 200% quarter-over-quarter.
  • 39 funds opened new iShares US Regional Banks ETF positions in Q1 2021 and 9 closed out, a net change of +30 holders.
  • The largest iShares US Regional Banks ETF buyer in Q1 2021 was Morgan Stanley, an estimated $33.7M added.
  • The largest iShares US Regional Banks ETF seller in Q1 2021 was BNP Paribas Financial Markets, an estimated $9.07M sold.

Based on aggregated 13F filings for Q1 2021.