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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.

New
Increased
Maintained
Reduced
Closed

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)

Holders
159
Holders Change
-24
Holders Change %
-13.11%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
56
Reduced
65
Closed
29
Calls
$5.93M
Puts
$4.45M
Net Calls
+$1.49M
Net Calls Change
+$1.49M

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$3.38M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.05M
3
JP Morgan Chase
JP Morgan Chase
New York
+$2.23M
4
CWM
Chicago Wealth Management
Illinois
+$2.02M
5
AWS
Atria Wealth Solutions
New York
+$1.81M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$29.8M
2
BIA
Barry Investment Advisors
Massachusetts
-$12.1M
3
Bank of America
Bank of America
North Carolina
-$9.98M
4
HCA
Heck Capital Advisors
Wisconsin
-$9.43M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.53M
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
151
Cutler Group
California
$4K -$32.8K -800 -89%
HWA
152
HHM Wealth Advisors
Tennessee
$3.69K -$164K -4,000 -98%
KFI
153
Key Financial Inc
Pennsylvania
$3.38K – – –
OSAM
154
O'Shaughnessy Asset Management
Connecticut
$2.3K +$205 +5 +10%
LCM
155
Logan Capital Management
Pennsylvania
$1.56K – – –
AF
156
Allworth Financial
California
$1.17K – – –
HBW
157
Hazlett, Burt & Watson
West Virginia
$1K – – –
PWMG
158
Prestige Wealth Management Group
New Jersey
$695 – – –
FMII
159
Farmers & Merchants Investments Inc
Nebraska
$390 – – –
BIA
160
Barry Investment Advisors
Massachusetts
– -$12.1M -290,276 Closed
HCA
161
Heck Capital Advisors
Wisconsin
– -$9.43M -225,452 Closed
AI
162
Arrien Investments
Idaho
– -$2.82M -67,501 Closed
Focus Partners Wealth
163
Focus Partners Wealth
Massachusetts
– -$896K -21,423 Closed
AWS
164
Aspen Wealth Strategies
Colorado
– -$548K -13,088 Closed
AWM
165
Apollon Wealth Management
South Carolina
– -$418K -10,002 Closed
Millennium Management
166
Millennium Management
New York
– -$369K -8,824 Closed
OC
167
Oppenheimer & Co
New York
– -$355K -8,496 Closed
KCIC
168
Kuhn & Co Investment Counsel
Illinois
– -$317K -7,586 Closed
SFFS
169
Stonehage Fleming Financial Services
Jersey
– -$289K -6,917 Closed
CAPTRUST Financial Advisors
170
CAPTRUST Financial Advisors
North Carolina
– -$252K -6,017 Closed
Simplex Trading
171
Simplex Trading
Illinois
– -$236K -5,664 Closed
BPA
172
Beacon Pointe Advisors
California
– -$223K -5,335 Closed
PAG
173
Private Advisor Group
New Jersey
– -$216K -5,170 Closed
TPWA
174
TRUE Private Wealth Advisors
Oregon
– -$212K -5,066 Closed
SWC
175
Spectrum Wealth Counsel
Indiana
– -$182K -4,358 Closed
4 5 6
7
8

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.