iShares US Regional Banks ETF
IAT
149 hedge funds and large institutions have $194M invested in iShares US Regional Banks ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 56 reducing their positions, and 19 closing their positions.
95% more call options, than puts
Call options by funds: $7.94M | Put options by funds: $4.06M
2.07% less ownership
Funds ownership: 37.03% → 34.95% (-2.1%)
6% less funds holding
Funds holding: 159 → 149 (-10)
19% less capital invested
Capital invested by funds: $241M → $194M (-$46.2M)
21% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 56
37% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 19
Top Buyers
| 1 |
Two Sigma Investments
New York
|
+$1.21M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.19M |
| 3 |
Goldman Sachs
New York
|
+$1.08M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$709K |
| 5 |
GCP
GSA Capital Partners
London,
United Kingdom
|
+$586K |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$6.39M |
| 2 |
AWC
Abundance Wealth Counselors
State College,
Pennsylvania
|
-$4.31M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$3.42M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$3.17M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$2.64M |
IAT Hedge Fund Activity: Q2 2024 in Review
149 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q2 2024, worth a combined $194M — down 19% from $241M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of IAT and 12 opened new positions — a net loss of 7 holders — while 56 trimmed existing stakes and 44 added.
The largest buyer was Two Sigma Investments, opening a new position worth an estimated $1.21M. The largest seller was Morgan Stanley, cutting an estimated $6.39M.
- 149 institutional investors held iShares US Regional Banks ETF (IAT) as of Q2 2024, down from 159 in Q1 2024.
- Funds reported $194M of iShares US Regional Banks ETF stock for Q2 2024, down 19% quarter-over-quarter.
- 12 funds opened new iShares US Regional Banks ETF positions in Q2 2024 and 19 closed out, a net change of -7 holders.
- The largest iShares US Regional Banks ETF buyer in Q2 2024 was Two Sigma Investments, an estimated $1.21M added.
- The largest iShares US Regional Banks ETF seller in Q2 2024 was Morgan Stanley, an estimated $6.39M sold.
Based on aggregated 13F filings for Q2 2024.