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iShares US Regional Banks ETF
IAT

154 hedge funds and large institutions have $407M invested in iShares US Regional Banks ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 54 increasing their positions, 27 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 54 | Existing positions reduced: 27

53% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 30

11% more funds holding

Funds holding: 139 → 154 (+15)

2% less capital invested

Capital invested by funds: $415M → $407M (-$7.26M)

7.23% less ownership

Funds ownership: 59.45% → 52.22% (-7.2%)

44% less call options, than puts

Call options by funds: $5.83M | Put options by funds: $10.5M

Holders
154
Holders Change
+15
Holders Change %
+10.79%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
46
Increased
54
Reduced
27
Closed
30
Calls
$5.83M
Puts
$10.5M
Net Calls
-$4.64M
Net Calls Change
-$4.81M

Top Buyers

Rank Fund Capital Flow
1
BIA
Barry Investment Advisors
Massachusetts
+$12.8M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$11.3M
3
Morgan Stanley
Morgan Stanley
New York
+$10.8M
4
BB
Bell Bank
North Dakota
+$10.4M
5
Goldman Sachs
Goldman Sachs
New York
+$9.59M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$2.94M
2
TRCT
Tower Research Capital (TRC)
New York
-$1.4M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.3M
4
SFWA
Summit Financial Wealth Advisors
Louisiana
-$838K
5
WP
WealthShield Partners
North Carolina
-$712K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
176
Bartlett & Co Wealth Management
Ohio
– -$18.1K -380 Closed
AWM
177
Abound Wealth Management
Tennessee
– -$13.3K -280 Closed
UB
178
UMB Bank
Missouri
– -$13K -275 Closed
USCWA
179
U.S. Capital Wealth Advisors
Texas
– -$9.53K -200 Closed
RIA
180
Realta Investment Advisors
Delaware
– -$6.87K -144 Closed
AAMA
181
Advanced Asset Management Advisors
Ohio
– -$5.05K -106 Closed
GT
182
Glenmede Trust
Pennsylvania
– -$4K -84 Closed
CWP
183
Concord Wealth Partners
Virginia
– -$858 -18 Closed
PO
184
Private Ocean
California
– -$620 -13 Closed
MWM
185
MinichMacGregor Wealth Management
New York
– -$238 -5 Closed
4 5 6 7
8

IAT Hedge Fund Activity: Q1 2023 in Review

154 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q1 2023, worth a combined $407M — down 1.8% from $415M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IAT positions and 30 closed out — a net gain of 16 holders — while 54 added to existing stakes and 27 trimmed.

The largest buyer was Barry Investment Advisors, opening a new position worth an estimated $12.8M. The largest seller was Bank of America, cutting an estimated $2.94M.

  • 154 institutional investors held iShares US Regional Banks ETF (IAT) as of Q1 2023, up from 139 in Q4 2022.
  • Funds reported $407M of iShares US Regional Banks ETF stock for Q1 2023, down 1.8% quarter-over-quarter.
  • 46 funds opened new iShares US Regional Banks ETF positions in Q1 2023 and 30 closed out, a net change of +16 holders.
  • The largest iShares US Regional Banks ETF buyer in Q1 2023 was Barry Investment Advisors, an estimated $12.8M added.
  • The largest iShares US Regional Banks ETF seller in Q1 2023 was Bank of America, an estimated $2.94M sold.

Based on aggregated 13F filings for Q1 2023.