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iShares US Regional Banks ETF
IAT

140 hedge funds and large institutions have $501M invested in iShares US Regional Banks ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 23 increasing their positions, 58 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.84% less ownership

Funds ownership: 66.85% → 60% (-6.8%)

17% less funds holding

Funds holding: 169 → 140 (-29)

46% less capital invested

Capital invested by funds: $933M → $501M (-$432M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

58% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 48

60% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 58

Holders
140
Holders Change
-29
Holders Change %
-17.16%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
23
Reduced
58
Closed
48
Calls
$1.01M
Puts
–
Net Calls
+$1.01M
Net Calls Change
-$263K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.23M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$2.66M
3
HighTower Advisors
HighTower Advisors
Illinois
+$1.62M
4
NFC
Northeast Financial Consultants
Connecticut
+$1.34M
5
TRCT
Tower Research Capital (TRC)
New York
+$1.31M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$138M
2
Morgan Stanley
Morgan Stanley
New York
-$34.7M
3
SFI
SPC Financial Inc
Maryland
-$17.2M
4
Wells Fargo
Wells Fargo
California
-$14.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$12.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
151
Oppenheimer & Co
New York
– -$1.08M -18,327 Closed
GCA
152
Genesee Capital Advisors
New York
– -$720K -12,220 Closed
NFG
153
Norris Financial Group
South Carolina
– -$625K -10,615 Closed
AR
154
Apeiron RIA
Texas
– -$582K -10,369 Closed
PCM
155
Parsons Capital Management
Rhode Island
– -$591K -10,035 Closed
DC
156
Davenport & Co
Virginia
– -$579K -9,828 Closed
WCM
157
WealthBridge Capital Management
Ohio
– -$496K -8,414 Closed
CPC
158
Cookson Peirce & Co
Pennsylvania
– -$436K -7,397 Closed
IFG
159
Independent Financial Group
California
– -$395K -6,712 Closed
Baird Financial Group
160
Baird Financial Group
Wisconsin
– -$365K -6,198 Closed
EAM
161
Evanson Asset Management
California
– -$359K -6,100 Closed
Renaissance Technologies
162
Renaissance Technologies
New York
– -$359K -6,100 Closed
BPA
163
Beacon Pointe Advisors
California
– -$326K -5,526 Closed
SC
164
Scotia Capital
Ontario, Canada
– -$324K -5,498 Closed
KPWS
165
Kestra Private Wealth Services
Texas
– -$310K -5,258 Closed
HA
166
HFG Advisors
Ohio
– -$292K -4,952 Closed
KA
167
Kovack Advisors
Florida
– -$289K -4,911 Closed
RJT
168
Raymond James Trust
Florida
– -$277K -4,705 Closed
Northern Trust
169
Northern Trust
Illinois
– -$241K -4,088 Closed
MIM
170
Marco Investment Management
Georgia
– -$234K -3,979 Closed
LWP
171
Legacy Wealth Planning
Nevada
– -$223K -3,790 Closed
VCWA
172
Vanguard Capital Wealth Advisors
Colorado
– -$220K -3,741 Closed
FAM
173
Formidable Asset Management
Ohio
– -$205K -3,475 Closed
SF
174
Synovus Financial
Georgia
– -$203K -3,457 Closed
EIP
175
Ellis Investment Partners
Pennsylvania
– -$186K -3,165 Closed
4 5 6
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IAT Hedge Fund Activity: Q2 2022 in Review

140 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q2 2022, worth a combined $501M — down 46% from $933M a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of IAT and 20 opened new positions — a net loss of 28 holders — while 58 trimmed existing stakes and 23 added.

The largest buyer was Envestnet Asset Management, adding an estimated $3.23M. The largest seller was Bank of America, cutting an estimated $138M.

  • 140 institutional investors held iShares US Regional Banks ETF (IAT) as of Q2 2022, down from 169 in Q1 2022.
  • Funds reported $501M of iShares US Regional Banks ETF stock for Q2 2022, down 46% quarter-over-quarter.
  • 20 funds opened new iShares US Regional Banks ETF positions in Q2 2022 and 48 closed out, a net change of -28 holders.
  • The largest iShares US Regional Banks ETF buyer in Q2 2022 was Envestnet Asset Management, an estimated $3.23M added.
  • The largest iShares US Regional Banks ETF seller in Q2 2022 was Bank of America, an estimated $138M sold.

Based on aggregated 13F filings for Q2 2022.