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iShares US Regional Banks ETF
IAT

183 hedge funds and large institutions have $323M invested in iShares US Regional Banks ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 57 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 23

28% more capital invested

Capital invested by funds: $252M → $323M (+$71.1M)

19% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 48

16% more funds holding

Funds holding: 158 → 183 (+25)

3.61% more ownership

Funds ownership: 40.35% → 43.96% (+3.6%)

0% more call options, than puts

Call options by funds: $3.71M | Put options by funds: $3.71M

67% less funds holding in top 10

Funds holding in top 10: 3 → 1 (-2)

Holders
183
Holders Change
+25
Holders Change %
+15.82%
% of All Funds
2.67%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
50
Increased
57
Reduced
48
Closed
23
Calls
$3.71M
Puts
$3.71M
Net Calls
–
Net Calls Change
-$2.07M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$27.5M
2
HCA
Heck Capital Advisors
Wisconsin
+$8.09M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.35M
4
JP Morgan Chase
JP Morgan Chase
New York
+$3.87M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$3.77M

Top Sellers

Rank Fund Capital Flow
1
RCYC
Richard C. Young & Co
Rhode Island
-$23.8M
2
BB
Bell Bank
North Dakota
-$9.22M
3
LIA
Luken Investment Analytics
Tennessee
-$4.75M
4
AI
Arrien Investments
Idaho
-$3.26M
5
CI
CX Institutional
Indiana
-$2.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
176
Key Financial Inc
Pennsylvania
$3.26K – – –
OSAM
177
O'Shaughnessy Asset Management
Connecticut
$2.01K -$16K -445 -90%
Fidelity Investments
178
Fidelity Investments
Massachusetts
$1.97K +$36 +1 +2%
LCM
179
Logan Capital Management
Pennsylvania
$1.51K – – –
AF
180
Allworth Financial
California
$1.13K +$969 +27 New
HBW
181
Hazlett, Burt & Watson
West Virginia
$1K – – –
PWMG
182
Prestige Wealth Management Group
New Jersey
$670 – – –
FMII
183
Farmers & Merchants Investments Inc
Nebraska
$377 – – –
RCYC
184
Richard C. Young & Co
Rhode Island
– -$23.8M -707,507 Closed
BB
185
Bell Bank
North Dakota
– -$9.22M -274,316 Closed
Toronto Dominion Bank
186
Toronto Dominion Bank
Ontario, Canada
– -$1.85M -55,000 Closed
AFS
187
Aft Forsyth & Sober
Florida
– -$1.34M -40,000 Closed
HF
188
HRT Financial
New York
– -$1.07M -31,891 Closed
CWM
189
C2C Wealth Management
Arizona
– -$602K -18,484 Closed
SFS
190
Sowell Financial Services
Arkansas
– -$478K -14,026 Closed
CCM
191
Coerente Capital Management
Ontario, Canada
– -$344K -10,250 Closed
TCM
192
Triumph Capital Management
Colorado
– -$344K -10,081 Closed
AAS
193
Avantax Advisory Services
Texas
– -$325K -9,680 Closed
GFG
194
Goldstone Financial Group
Illinois
– -$228K -6,793 Closed
Wolverine Trading
195
Wolverine Trading
Illinois
– -$213K -6,330 Closed
TFGT
196
TS Financial Group (TSFG)
Illinois
– -$58K -1,715 Closed
Franklin Resources
197
Franklin Resources
California
– -$47K -1,400 Closed
S
198
SignatureFD
Georgia
– -$26.4K -787 Closed
Qube Research & Technologies (QRT)
199
Qube Research & Technologies (QRT)
United Kingdom
– -$18.5K -552 Closed
TCPG
200
Trivant Custom Portfolio Group
California
– -$8.4K -250 Closed
5 6 7
8
9

IAT Hedge Fund Activity: Q4 2023 in Review

183 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q4 2023, worth a combined $323M — up 28% from $252M a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IAT positions and 23 closed out — a net gain of 27 holders — while 57 added to existing stakes and 48 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $27.5M. The largest seller was Richard C. Young & Co, exiting entirely with an estimated $23.8M sold.

  • 183 institutional investors held iShares US Regional Banks ETF (IAT) as of Q4 2023, up from 158 in Q3 2023.
  • Funds reported $323M of iShares US Regional Banks ETF stock for Q4 2023, up 28% quarter-over-quarter.
  • 50 funds opened new iShares US Regional Banks ETF positions in Q4 2023 and 23 closed out, a net change of +27 holders.
  • The largest iShares US Regional Banks ETF buyer in Q4 2023 was Morgan Stanley, an estimated $27.5M added.
  • The largest iShares US Regional Banks ETF seller in Q4 2023 was Richard C. Young & Co, an estimated $23.8M sold.

Based on aggregated 13F filings for Q4 2023.