iShares US Regional Banks ETF
IAT
133 hedge funds and large institutions have $329M invested in iShares US Regional Banks ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 55 increasing their positions, 36 reducing their positions, and 13 closing their positions.
205% more call options, than puts
Call options by funds: $650K | Put options by funds: $213K
53% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 36
11% more capital invested
Capital invested by funds: $296M → $329M (+$32.7M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 13
1% less funds holding
Funds holding: 134 → 133 (-1)
0.8% less ownership
Funds ownership: 45.65% → 44.85% (-0.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$6.45M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$6.42M |
| 3 |
Rockefeller Capital Management
New York
|
+$5.17M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$4.07M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$3.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SAM
Synergy Asset Management
Vancouver,
Washington
|
-$2.96M |
| 2 |
TIAM2
Tru Independence Asset Management 2
Portland,
Oregon
|
-$2.12M |
| 3 |
MFG
Magnus Financial Group
New York
|
-$1.97M |
| 4 |
SMG
Spectrum Management Group
Indianapolis,
Indiana
|
-$1.05M |
| 5 |
Jane Street
New York
|
-$923K |
IAT Hedge Fund Activity: Q2 2021 in Review
133 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q2 2021, worth a combined $329M — up 11% from $296M a quarter earlier.
Fund positioning in IAT was balanced in Q2 2021: 13 funds opened new positions, 13 closed out, 55 added to existing stakes and 36 trimmed.
The largest buyer was Wells Fargo, adding an estimated $6.45M. The largest seller was Synergy Asset Management, exiting entirely with an estimated $2.96M sold.
- 133 institutional investors held iShares US Regional Banks ETF (IAT) as of Q2 2021, down from 134 in Q1 2021.
- Funds reported $329M of iShares US Regional Banks ETF stock for Q2 2021, up 11% quarter-over-quarter.
- 13 funds opened new iShares US Regional Banks ETF positions in Q2 2021 and 13 closed out, a net change of 0 holders.
- The largest iShares US Regional Banks ETF buyer in Q2 2021 was Wells Fargo, an estimated $6.45M added.
- The largest iShares US Regional Banks ETF seller in Q2 2021 was Synergy Asset Management, an estimated $2.96M sold.
Based on aggregated 13F filings for Q2 2021.