iShares US Regional Banks ETF
IAT
139 hedge funds and large institutions have $415M invested in iShares US Regional Banks ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 40 increasing their positions, 40 reducing their positions, and 13 closing their positions.
88% more call options, than puts
Call options by funds: $367K | Put options by funds: $195K
77% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 13
4% more funds holding
Funds holding: 134 → 139 (+5)
0% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 40
0.22% less ownership
Funds ownership: 59.67% → 59.45% (-0.22%)
7% less capital invested
Capital invested by funds: $446M → $415M (-$31.1M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
Top Sellers
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$21.5M |
| 2 |
Morgan Stanley
New York
|
-$5.1M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$2.97M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.34M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.24M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAAS
151
Capital Asset Advisory Services
Williamston,
Michigan
| – | -$3K | -70 | Closed |
|
152
AssetMark Inc
Concord,
California
| – | -$3K | -61 | Closed |
|
|
FPFS
153
First Personal Financial Services
Charlotte,
North Carolina
| – | -$1K | -27 | Closed |
|
IAT Hedge Fund Activity: Q4 2022 in Review
139 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q4 2022, worth a combined $415M — down 7% from $446M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new IAT positions and 13 closed out — a net gain of 10 holders — while 40 added to existing stakes and 40 trimmed.
The largest buyer was MGO One Seven, opening a new position worth an estimated $2.05M. The largest seller was Bank of America, cutting an estimated $21.5M.
- 139 institutional investors held iShares US Regional Banks ETF (IAT) as of Q4 2022, up from 134 in Q3 2022.
- Funds reported $415M of iShares US Regional Banks ETF stock for Q4 2022, down 7% quarter-over-quarter.
- 23 funds opened new iShares US Regional Banks ETF positions in Q4 2022 and 13 closed out, a net change of +10 holders.
- The largest iShares US Regional Banks ETF buyer in Q4 2022 was MGO One Seven, an estimated $2.05M added.
- The largest iShares US Regional Banks ETF seller in Q4 2022 was Bank of America, an estimated $21.5M sold.
Based on aggregated 13F filings for Q4 2022.