iShares US Regional Banks ETF
IAT
156 hedge funds and large institutions have $394M invested in iShares US Regional Banks ETF in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 60 increasing their positions, 32 reducing their positions, and 33 closing their positions.
384% more call options, than puts
Call options by funds: $22.1M | Put options by funds: $4.57M
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
88% more repeat investments, than reductions
Existing positions increased: 60 | Existing positions reduced: 32
1% more funds holding
Funds holding: 154 → 156 (+2)
9% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 33
3% less capital invested
Capital invested by funds: $407M → $394M (-$13.8M)
3.47% less ownership
Funds ownership: 52.22% → 48.75% (-3.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCYC
Richard C. Young & Co
Newport,
Rhode Island
|
+$23.8M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$8.16M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.77M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$4.39M |
| 5 |
AI
Arrien Investments
Boise,
Idaho
|
+$4.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$55.1M |
| 2 |
Goldman Sachs
New York
|
-$6.5M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$5.45M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$4.17M |
| 5 |
MOS
MGO One Seven
Beachwood,
Ohio
|
-$3.96M |
IAT Hedge Fund Activity: Q2 2023 in Review
156 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q2 2023, worth a combined $394M — down 3.4% from $407M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new IAT positions and 33 closed out — a net gain of 3 holders — while 60 added to existing stakes and 32 trimmed.
The largest buyer was Richard C. Young & Co, opening a new position worth an estimated $23.8M. The largest seller was Bank of America, cutting an estimated $55.1M.
- 156 institutional investors held iShares US Regional Banks ETF (IAT) as of Q2 2023, up from 154 in Q1 2023.
- Funds reported $394M of iShares US Regional Banks ETF stock for Q2 2023, down 3.4% quarter-over-quarter.
- 36 funds opened new iShares US Regional Banks ETF positions in Q2 2023 and 33 closed out, a net change of +3 holders.
- The largest iShares US Regional Banks ETF buyer in Q2 2023 was Richard C. Young & Co, an estimated $23.8M added.
- The largest iShares US Regional Banks ETF seller in Q2 2023 was Bank of America, an estimated $55.1M sold.
Based on aggregated 13F filings for Q2 2023.