iShares US Regional Banks ETF
IAT
195 hedge funds and large institutions have $335M invested in iShares US Regional Banks ETF in 2024 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 46 increasing their positions, 50 reducing their positions, and 13 closing their positions.
323% more first-time investments, than exits
New positions opened: 55 | Existing positions closed: 13
48% more capital invested
Capital invested by funds: $226M → $335M (+$108M)
24% more funds holding
Funds holding: 157 → 195 (+38)
6.47% more ownership
Funds ownership: 37.1% → 43.57% (+6.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 50
45% less call options, than puts
Call options by funds: $7.74M | Put options by funds: $14.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$11.4M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$11M |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$7.83M |
| 4 |
MWM
MinichMacGregor Wealth Management
Saratoga Springs,
New York
|
+$7.21M |
| 5 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$7.17M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$4.05M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.69M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
-$2.13M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.66M |
| 5 |
GS
GTS Securities
New York
|
-$1.63M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HF
201
HRT Financial
New York
| – | -$304K | -6,412 | Closed |
|
|
PS
202
Planned Solutions
Folsom,
California
| – | -$33.8K | -711 | Closed |
|
|
SSB
203
Sandy Spring Bank
Olney,
Maryland
| – | -$33.7K | -708 | Closed |
|
|
HGERS
204
Householder Group Estate & Retirement Specialist
Scottsdale,
Arizona
| – | -$28K | -592 | Closed |
|
|
AF
205
Arrow Financial
Glens Falls,
New York
| – | -$17.4K | -367 | Closed |
|
|
CT
206
Coastline Trust
Providence,
Rhode Island
| – | -$13K | -273 | Closed |
|
|
BFS
207
Burkett Financial Services
Rock Hill,
South Carolina
| – | -$12.3K | -259 | Closed |
|
208
BNP Paribas Financial Markets
Paris,
France
| – | -$1.05K | -22 | Closed |
|
IAT Hedge Fund Activity: Q4 2024 in Review
195 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q4 2024, worth a combined $335M — up 48% from $226M a quarter earlier.
Buyers outnumbered sellers: 55 funds opened new IAT positions and 13 closed out — a net gain of 42 holders — while 46 added to existing stakes and 50 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $11.4M. The largest seller was Northwestern Mutual Wealth Management, cutting an estimated $4.05M.
- 195 institutional investors held iShares US Regional Banks ETF (IAT) as of Q4 2024, up from 157 in Q3 2024.
- Funds reported $335M of iShares US Regional Banks ETF stock for Q4 2024, up 48% quarter-over-quarter.
- 55 funds opened new iShares US Regional Banks ETF positions in Q4 2024 and 13 closed out, a net change of +42 holders.
- The largest iShares US Regional Banks ETF buyer in Q4 2024 was Morgan Stanley, an estimated $11.4M added.
- The largest iShares US Regional Banks ETF seller in Q4 2024 was Northwestern Mutual Wealth Management, an estimated $4.05M sold.
Based on aggregated 13F filings for Q4 2024.