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iShares US Regional Banks ETF
IAT

134 hedge funds and large institutions have $446M invested in iShares US Regional Banks ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.33% less ownership

Funds ownership: 60% → 59.67% (-0.33%)

4% less funds holding

Funds holding: 140 → 134 (-6)

11% less capital invested

Capital invested by funds: $501M → $446M (-$55.3M)

29% less repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 49

32% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 19

Holders
134
Holders Change
-6
Holders Change %
-4.29%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
35
Reduced
49
Closed
19
Calls
$420K
Puts
–
Net Calls
+$420K
Net Calls Change
-$590K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$2.28M
2
HighTower Advisors
HighTower Advisors
Illinois
+$876K
3
UBS Group
UBS Group
Switzerland
+$624K
4
WP
WealthShield Partners
North Carolina
+$509K
5
AR
Apeiron RIA
Texas
+$391K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$16M
2
Morgan Stanley
Morgan Stanley
New York
-$13.6M
3
Wells Fargo
Wells Fargo
California
-$6.25M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$4.66M
5
KAS
Kestra Advisory Services
Texas
-$2.69M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
126
Capital Asset Advisory Services
Michigan
$3K – – –
AssetMark Inc
127
AssetMark Inc
California
$3K +$3.17K +61 New
BHWM
128
Beaird Harris Wealth Management
Texas
$3K +$3.64K +70 New
Fidelity Investments
129
Fidelity Investments
Massachusetts
$2K -$3.17K -61 -58%
FMII
130
Farmers & Merchants Investments Inc
Nebraska
$2K – – –
LCM
131
Logan Capital Management
Pennsylvania
$2K – – –
ACA
132
Aptus Capital Advisors
Alabama
$2K +$1.77K +34 New
HBW
133
Hazlett, Burt & Watson
West Virginia
$1K – – –
FPFS
134
First Personal Financial Services
North Carolina
$1K +$1.4K +27 New
Bank of Montreal
135
Bank of Montreal
Ontario, Canada
$291 – – –
KAS
136
Kestra Advisory Services
Texas
– -$2.69M -54,487 Closed
HF
137
HRT Financial
New York
– -$752K -15,266 Closed
Cetera Investment Advisers
138
Cetera Investment Advisers
Illinois
– -$341K -6,926 Closed
GC
139
Gilbert & Cook
Iowa
– -$312K -6,322 Closed
Simplex Trading
140
Simplex Trading
Illinois
– -$267K -5,428 Closed
PAG
141
Private Advisor Group
New Jersey
– -$219K -4,453 Closed
QCG
142
Quadrant Capital Group
Ohio
– -$115K -2,338 Closed
BAM
143
Belpointe Asset Management
Nevada
– -$101K -2,066 Closed
CA
144
CoreCap Advisors
Michigan
– -$79K -1,605 Closed
AA
145
Ancora Advisors
Ohio
– -$39K -800 Closed
COCM
146
Charter Oak Capital Management
New Hampshire
– -$38K -764 Closed
SWM
147
SeaCrest Wealth Management
New York
– -$37K -759 Closed
CAPTRUST Financial Advisors
148
CAPTRUST Financial Advisors
North Carolina
– -$31K -631 Closed
AIP
149
Ahrens Investment Partners
Louisiana
– -$5K -95 Closed
APC
150
Aspire Private Capital
North Carolina
– -$2K -31 Closed
2 3 4 5
6

IAT Hedge Fund Activity: Q3 2022 in Review

134 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q3 2022, worth a combined $446M — down 11% from $501M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IAT and 13 opened new positions — a net loss of 6 holders — while 49 trimmed existing stakes and 35 added.

The largest buyer was Citadel Advisors, adding an estimated $2.28M. The largest seller was Bank of America, cutting an estimated $16M.

  • 134 institutional investors held iShares US Regional Banks ETF (IAT) as of Q3 2022, down from 140 in Q2 2022.
  • Funds reported $446M of iShares US Regional Banks ETF stock for Q3 2022, down 11% quarter-over-quarter.
  • 13 funds opened new iShares US Regional Banks ETF positions in Q3 2022 and 19 closed out, a net change of -6 holders.
  • The largest iShares US Regional Banks ETF buyer in Q3 2022 was Citadel Advisors, an estimated $2.28M added.
  • The largest iShares US Regional Banks ETF seller in Q3 2022 was Bank of America, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2022.