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iShares US Regional Banks ETF
IAT

157 hedge funds and large institutions have $226M invested in iShares US Regional Banks ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 45 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 15

17% more capital invested

Capital invested by funds: $194M → $226M (+$32.1M)

5% more funds holding

Funds holding: 149 → 157 (+8)

2.15% more ownership

Funds ownership: 34.95% → 37.1% (+2.1%)

4% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 47

38% less call options, than puts

Call options by funds: $7.08M | Put options by funds: $11.4M

Holders
157
Holders Change
+8
Holders Change %
+5.37%
% of All Funds
2.25%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
24
Increased
45
Reduced
47
Closed
15
Calls
$7.08M
Puts
$11.4M
Net Calls
-$4.27M
Net Calls Change
-$8.15M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$6.5M
2
GF
Gimbal Financial
Indiana
+$3.98M
3
JP Morgan Chase
JP Morgan Chase
New York
+$3.23M
4
SWC
Spectrum Wealth Counsel
Indiana
+$3.02M
5
IAIM
International Assets Investment Management
Florida
+$2.92M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$6.72M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$6.41M
3
Wells Fargo
Wells Fargo
California
-$5.14M
4
RJFSA
Raymond James Financial Services Advisors
Florida
-$3.94M
5
Jane Street
Jane Street
New York
-$2.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
151
Key Financial Inc
Pennsylvania
$3.71K – – –
LCM
152
Logan Capital Management
Pennsylvania
$1.73K – – –
IAIM
153
International Assets Investment Management
Florida
$1.36K +$2.92M +63,336 +4,667%
AF
154
Allworth Financial
California
$1.28K – – –
BNP Paribas Financial Markets
155
BNP Paribas Financial Markets
France
$1.05K +$1.01K +22 New
PWMG
156
Prestige Wealth Management Group
New Jersey
$761 – – –
S
157
SignatureFD
Georgia
$523 +$506 +11 New
Jane Street
158
Jane Street
New York
– -$2.47M -53,629 Closed
FTUS
159
Flow Traders U.S.
New York
– -$1.22M -29,529 Closed
Two Sigma Investments
160
Two Sigma Investments
New York
– -$1.21M -29,300 Closed
Janney Montgomery Scott
161
Janney Montgomery Scott
Pennsylvania
– -$1.04M -25,038 Closed
GCP
162
GSA Capital Partners
United Kingdom
– -$970K -23,390 Closed
SOS
163
Silver Oak Securities
Tennessee
– -$252K -6,083 Closed
SA
164
Sanctuary Advisors
Indiana
– -$227K -5,446 Closed
Qube Research & Technologies (QRT)
165
Qube Research & Technologies (QRT)
United Kingdom
– -$134K -3,244 Closed
PA
166
Parallel Advisors
California
– -$41.5K -1,000 Closed
CC
167
Cultivar Capital
Texas
– -$30K -723 Closed
ATPW
168
Ashton Thomas Private Wealth
Arizona
– -$23.1K -557 Closed
KFS
169
Kelly Financial Services
Massachusetts
– -$12.3K -297 Closed
BHWM
170
Beaird Harris Wealth Management
Texas
– -$8.36K -202 Closed
PCMC
171
Private Capital Management (Colorado)
Colorado
– -$8.29K -200 Closed
AWM
172
Avior Wealth Management
Nebraska
– -$1.2K -28 Closed
3 4 5 6
7

IAT Hedge Fund Activity: Q3 2024 in Review

157 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q3 2024, worth a combined $226M — up 17% from $194M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IAT positions and 15 closed out — a net gain of 9 holders — while 45 added to existing stakes and 47 trimmed.

The largest buyer was Bank of America, adding an estimated $6.5M. The largest seller was Morgan Stanley, cutting an estimated $6.72M.

  • 157 institutional investors held iShares US Regional Banks ETF (IAT) as of Q3 2024, up from 149 in Q2 2024.
  • Funds reported $226M of iShares US Regional Banks ETF stock for Q3 2024, up 17% quarter-over-quarter.
  • 24 funds opened new iShares US Regional Banks ETF positions in Q3 2024 and 15 closed out, a net change of +9 holders.
  • The largest iShares US Regional Banks ETF buyer in Q3 2024 was Bank of America, an estimated $6.5M added.
  • The largest iShares US Regional Banks ETF seller in Q3 2024 was Morgan Stanley, an estimated $6.72M sold.

Based on aggregated 13F filings for Q3 2024.