iShares US Regional Banks ETF
IAT
159 hedge funds and large institutions have $241M invested in iShares US Regional Banks ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 56 increasing their positions, 65 reducing their positions, and 29 closing their positions.
33% more call options, than puts
Call options by funds: $5.93M | Put options by funds: $4.45M
6.93% less ownership
Funds ownership: 43.96% → 37.03% (-6.9%)
13% less funds holding
Funds holding: 183 → 159 (-24)
14% less repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 65
25% less capital invested
Capital invested by funds: $323M → $241M (-$82.3M)
76% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 29
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$3.38M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$3.05M |
| 3 |
JP Morgan Chase
New York
|
+$2.23M |
| 4 |
CWM
Chicago Wealth Management
Chicago,
Illinois
|
+$2.02M |
| 5 |
AWS
Atria Wealth Solutions
New York
|
+$1.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$29.8M |
| 2 |
BIA
Barry Investment Advisors
New Bedford,
Massachusetts
|
-$12.1M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$9.98M |
| 4 |
HCA
Heck Capital Advisors
Rhinelander,
Wisconsin
|
-$9.43M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.53M |
IAT Hedge Fund Activity: Q1 2024 in Review
159 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q1 2024, worth a combined $241M — down 25% from $323M a quarter earlier.
Sellers outnumbered buyers: 29 funds closed out of IAT and 7 opened new positions — a net loss of 22 holders — while 65 trimmed existing stakes and 56 added.
The largest buyer was UBS Group, adding an estimated $3.38M. The largest seller was Morgan Stanley, cutting an estimated $29.8M.
- 159 institutional investors held iShares US Regional Banks ETF (IAT) as of Q1 2024, down from 183 in Q4 2023.
- Funds reported $241M of iShares US Regional Banks ETF stock for Q1 2024, down 25% quarter-over-quarter.
- 7 funds opened new iShares US Regional Banks ETF positions in Q1 2024 and 29 closed out, a net change of -22 holders.
- The largest iShares US Regional Banks ETF buyer in Q1 2024 was UBS Group, an estimated $3.38M added.
- The largest iShares US Regional Banks ETF seller in Q1 2024 was Morgan Stanley, an estimated $29.8M sold.
Based on aggregated 13F filings for Q1 2024.