We are live on ! Find out more
IAT icon

iShares US Regional Banks ETF
IAT

183 hedge funds and large institutions have $323M invested in iShares US Regional Banks ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 57 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 23

28% more capital invested

Capital invested by funds: $252M → $323M (+$71.1M)

19% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 48

16% more funds holding

Funds holding: 158 → 183 (+25)

3.61% more ownership

Funds ownership: 40.35% → 43.96% (+3.6%)

0% more call options, than puts

Call options by funds: $3.71M | Put options by funds: $3.71M

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
183
Holders Change
+25
Holders Change %
+15.82%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
50
Increased
57
Reduced
48
Closed
23
Calls
$3.71M
Puts
$3.71M
Net Calls
–
Net Calls Change
-$2.07M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$27.5M
2
HCA
Heck Capital Advisors
Wisconsin
+$8.09M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.35M
4
JP Morgan Chase
JP Morgan Chase
New York
+$3.87M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$3.77M

Top Sellers

Rank Fund Capital Flow
1
RCYC
Richard C. Young & Co
Rhode Island
-$23.8M
2
BB
Bell Bank
North Dakota
-$9.22M
3
LIA
Luken Investment Analytics
Tennessee
-$4.75M
4
AI
Arrien Investments
Idaho
-$3.26M
5
CI
CX Institutional
Indiana
-$2.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
CT
151
Caldwell Trust
Florida
$24.1K – – –
OSNBOA
152
Old Second National Bank of Aurora
Illinois
$23.1K +$19.8K +553 New
GWM
153
Geneos Wealth Management
Colorado
$22K +$18.9K +526 New
FFA
154
Founders Financial Alliance
North Carolina
$21.6K +$359 +10 +2%
AF
155
Advisornet Financial
Minnesota
$20.9K – – –
PCMC
156
Private Capital Management (Colorado)
Colorado
$20.9K – – –
QC
157
Quent Capital
New York
$18.6K – – –
RIM
158
Rockbridge Investment Management
New York
$16.5K +$14.2K +395 New
BWM
159
Baystate Wealth Management
Massachusetts
$15.4K +$13.2K +368 New
BWL
160
Bogart Wealth LLC
Virginia
$14.7K – – –
BFS
161
Burkett Financial Services
South Carolina
$14.1K +$12.1K +336 New
KFS
162
Kelly Financial Services
Massachusetts
$12.4K +$287 +8 +3%
AAP
163
Arax Advisory Partners
Colorado
$10.7K +$179 +5 +2%
CHA
164
Carmichael Hill & Associates
Maryland
$9.79K +$8.4K +234 New
BHWM
165
Beaird Harris Wealth Management
Texas
$8.31K +$215 +6 +3%
Citigroup
166
Citigroup
New York
$8.28K +$7.11K +198 New
SA
167
Scarborough Advisors
Maryland
$7.99K +$6.85K +191 New
VWM
168
Venturi Wealth Management
Texas
$7.28K -$371K -10,331 -98%
SWM
169
Spire Wealth Management
Virginia
$6.82K +$144 +4 +2%
ADL
170
Asset Dedication LLC
California
$6K +$72 +2 +1%
TVAMP
171
Tennessee Valley Asset Management Partners
Tennessee
$4.36K +$3.73K +104 New
BAM
172
Bellevue Asset Management
Washington
$4.3K +$72 +2 +2%
AWM
173
Angeles Wealth Management
California
$4.18K – – –
AWM
174
Avior Wealth Management
Nebraska
$4.05K -$4.45K -124 -56%
AEPWM
175
Atlantic Edge Private Wealth Management
Florida
$3.98K +$3.41K +95 New
5 6
7
8 9

IAT Hedge Fund Activity: Q4 2023 in Review

183 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q4 2023, worth a combined $323M — up 28% from $252M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IAT positions and 23 closed out — a net gain of 27 holders — while 57 added to existing stakes and 48 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $27.5M. The largest seller was Richard C. Young & Co, exiting entirely with an estimated $23.8M sold.

  • 183 institutional investors held iShares US Regional Banks ETF (IAT) as of Q4 2023, up from 158 in Q3 2023.
  • Funds reported $323M of iShares US Regional Banks ETF stock for Q4 2023, up 28% quarter-over-quarter.
  • 50 funds opened new iShares US Regional Banks ETF positions in Q4 2023 and 23 closed out, a net change of +27 holders.
  • The largest iShares US Regional Banks ETF buyer in Q4 2023 was Morgan Stanley, an estimated $27.5M added.
  • The largest iShares US Regional Banks ETF seller in Q4 2023 was Richard C. Young & Co, an estimated $23.8M sold.

Based on aggregated 13F filings for Q4 2023.