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iShares US Regional Banks ETF
IAT

140 hedge funds and large institutions have $501M invested in iShares US Regional Banks ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 23 increasing their positions, 58 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

6.84% less ownership

Funds ownership: 66.85% → 60% (-6.8%)

17% less funds holding

Funds holding: 169 → 140 (-29)

46% less capital invested

Capital invested by funds: $933M → $501M (-$432M)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

58% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 48

60% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 58

Holders
140
Holders Change
-29
Holders Change %
-17.16%
% of All Funds
2.36%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
23
Reduced
58
Closed
48
Calls
$1.01M
Puts
–
Net Calls
+$1.01M
Net Calls Change
-$263K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.23M
2
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$2.66M
3
HighTower Advisors
HighTower Advisors
Illinois
+$1.62M
4
NFC
Northeast Financial Consultants
Connecticut
+$1.34M
5
TRCT
Tower Research Capital (TRC)
New York
+$1.31M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$138M
2
Morgan Stanley
Morgan Stanley
New York
-$34.7M
3
SFI
SPC Financial Inc
Maryland
-$17.2M
4
Wells Fargo
Wells Fargo
California
-$14.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$12.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
176
Prospera Financial Services
Texas
– -$79K -1,334 Closed
PCG
177
Private Capital Group
Connecticut
– -$35K -600 Closed
Koshinski Asset Management
178
Koshinski Asset Management
Illinois
– -$26.4K -448 Closed
MCC
179
Money Concepts Capital
Florida
– -$10K -172 Closed
AF
180
Allworth Financial
California
– -$9K -161 Closed
MHR
181
Matthew Hamilton Rosenberg
– -$5K -78 Closed
T
182
TCWP
Ohio
– -$4K -77 Closed
BHWM
183
Beaird Harris Wealth Management
Texas
– -$4K -69 Closed
CFGS
184
Concourse Financial Group Securities
Alabama
– -$3.41K -64 Closed
WTC
185
WhitTier Trust Company
Nevada
– -$1K -20 Closed
FBC
186
Fairfield, Bush & Co
Connecticut
– +$266 +5 New
MWM
187
Mascoma Wealth Management
New Hampshire
– +$480 +9 New
IWP
188
IAG Wealth Partners
Wisconsin
– +$533 +10 New
HFS
189
Heritage Financial Services
Massachusetts
– +$693 +13 New
4 5 6 7
8

IAT Hedge Fund Activity: Q2 2022 in Review

140 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q2 2022, worth a combined $501M — down 46% from $933M a quarter earlier.

Sellers outnumbered buyers: 48 funds closed out of IAT and 20 opened new positions — a net loss of 28 holders — while 58 trimmed existing stakes and 23 added.

The largest buyer was Envestnet Asset Management, adding an estimated $3.23M. The largest seller was Bank of America, cutting an estimated $138M.

  • 140 institutional investors held iShares US Regional Banks ETF (IAT) as of Q2 2022, down from 169 in Q1 2022.
  • Funds reported $501M of iShares US Regional Banks ETF stock for Q2 2022, down 46% quarter-over-quarter.
  • 20 funds opened new iShares US Regional Banks ETF positions in Q2 2022 and 48 closed out, a net change of -28 holders.
  • The largest iShares US Regional Banks ETF buyer in Q2 2022 was Envestnet Asset Management, an estimated $3.23M added.
  • The largest iShares US Regional Banks ETF seller in Q2 2022 was Bank of America, an estimated $138M sold.

Based on aggregated 13F filings for Q2 2022.