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iShares US Regional Banks ETF
IAT

169 hedge funds and large institutions have $933M invested in iShares US Regional Banks ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 64 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

408% more call options, than puts

Call options by funds: $1.58M | Put options by funds: $312K

56% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 41

56% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 18

4% more funds holding

Funds holding: 162 → 169 (+7)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

4% less capital invested

Capital invested by funds: $970M → $933M (-$37.2M)

3.92% less ownership

Funds ownership: 70.77% → 66.85% (-3.9%)

Holders
169
Holders Change
+7
Holders Change %
+4.32%
% of All Funds
2.67%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
64
Reduced
41
Closed
18
Calls
$1.58M
Puts
$312K
Net Calls
+$1.27M
Net Calls Change
+$963K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$18M
2
UBS Group
UBS Group
Switzerland
+$8.4M
3
LPL Financial
LPL Financial
California
+$4.08M
4
US Bancorp
US Bancorp
Minnesota
+$3.14M
5
Truist Financial
Truist Financial
North Carolina
+$2.73M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$23.8M
2
Rockefeller Capital Management
Rockefeller Capital Management
New York
-$6M
3
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$2.61M
4
Goldman Sachs
Goldman Sachs
New York
-$1.81M
5
Wells Fargo
Wells Fargo
California
-$1.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
TFA
126
Toth Financial Advisory
Virginia
$94K – – –
FPB
127
First PREMIER Bank
South Dakota
$85K +$59.6K +940 +188%
PFS
128
Prospera Financial Services
Texas
$79K +$84.5K +1,334 New
TWC
129
TD Waterhouse Canada
Ontario, Canada
$76.3K -$7.92K -125 -9%
FF
130
FourThought Financial
Florida
$67K – – –
CCM
131
Covington Capital Management
California
$62K – – –
William Blair & Company
132
William Blair & Company
Illinois
$61K +$3.29K +52 +5%
AA
133
Ancora Advisors
Ohio
$47K – – –
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$46K – – –
COCM
135
Charter Oak Capital Management
New Hampshire
$45K +$317 +5 +0.7%
AF
136
Arrow Financial
New York
$43K – – –
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$42K -$20.9K -330 -32%
CT
138
Caldwell Trust
Florida
$40.8K -$32.3K -510 -42%
OSNBOA
139
Old Second National Bank of Aurora
Illinois
$37K – – –
PCG
140
Private Capital Group
Connecticut
$35K – – –
CG
141
Cutler Group
California
$35K +$38K +600 New
Koshinski Asset Management
142
Koshinski Asset Management
Illinois
$26.4K – – –
CIAS
143
Capital Investment Advisory Services
North Carolina
$23K – – –
BCWM
144
Bartlett & Co Wealth Management
Ohio
$22.4K +$24.1K +380 New
BC
145
Bartlett & Co
Ohio
$22K +$24.1K +380 New
Fidelity Investments
146
Fidelity Investments
Massachusetts
$20K +$14.6K +230 +205%
UB
147
UMB Bank
Missouri
$16K – – –
AAP
148
Arax Advisory Partners
Colorado
$15K – – –
TFGT
149
TS Financial Group (TSFG)
Illinois
$12K -$507 -8 -4%
MCC
150
Money Concepts Capital
Florida
$10K +$10.9K +172 New
4 5
6
7 8

IAT Hedge Fund Activity: Q1 2022 in Review

169 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q1 2022, worth a combined $933M — down 3.8% from $970M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IAT positions and 18 closed out — a net gain of 10 holders — while 64 added to existing stakes and 41 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $18M. The largest seller was Bank of America, cutting an estimated $23.8M.

  • 169 institutional investors held iShares US Regional Banks ETF (IAT) as of Q1 2022, up from 162 in Q4 2021.
  • Funds reported $933M of iShares US Regional Banks ETF stock for Q1 2022, down 3.8% quarter-over-quarter.
  • 28 funds opened new iShares US Regional Banks ETF positions in Q1 2022 and 18 closed out, a net change of +10 holders.
  • The largest iShares US Regional Banks ETF buyer in Q1 2022 was Morgan Stanley, an estimated $18M added.
  • The largest iShares US Regional Banks ETF seller in Q1 2022 was Bank of America, an estimated $23.8M sold.

Based on aggregated 13F filings for Q1 2022.