iShares US Regional Banks ETF
IAT
133 hedge funds and large institutions have $874M invested in iShares US Regional Banks ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 51 increasing their positions, 37 reducing their positions, and 10 closing their positions.
166% more capital invested
Capital invested by funds: $329M → $874M (+$545M)
38% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 37
24.99% more ownership
Funds ownership: 44.85% → 69.84% (+25%)
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
0% more funds holding
Funds holding: 133 → 133 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$500M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$4M |
| 3 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$2.5M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$2.31M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$4.36M |
| 2 |
NFG
Norris Financial Group
Greenville,
South Carolina
|
-$4.05M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.61M |
| 4 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
-$2.35M |
| 5 |
Morgan Stanley
New York
|
-$1.99M |
IAT Hedge Fund Activity: Q3 2021 in Review
133 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q3 2021, worth a combined $874M — up 166% from $329M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IAT positions and 10 closed out — a net gain of 2 holders — while 51 added to existing stakes and 37 trimmed.
The largest buyer was Bank of America, adding an estimated $500M. The largest seller was Citadel Advisors, cutting an estimated $4.36M.
- 133 institutional investors held iShares US Regional Banks ETF (IAT) as of Q3 2021, unchanged from Q2 2021.
- Funds reported $874M of iShares US Regional Banks ETF stock for Q3 2021, up 166% quarter-over-quarter.
- 12 funds opened new iShares US Regional Banks ETF positions in Q3 2021 and 10 closed out, a net change of +2 holders.
- The largest iShares US Regional Banks ETF buyer in Q3 2021 was Bank of America, an estimated $500M added.
- The largest iShares US Regional Banks ETF seller in Q3 2021 was Citadel Advisors, an estimated $4.36M sold.
Based on aggregated 13F filings for Q3 2021.