We are live on ! Find out more
IAT icon

iShares US Regional Banks ETF
IAT

46 hedge funds and large institutions have $142M invested in iShares US Regional Banks ETF in 2013 Q2 according to their latest regulatory filings, with 46 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

35.94% more ownership

Funds ownership: 0% → 35.94% (+36%)

Holders
46
Holders Change
+46
Holders Change %
–
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
46
Increased
–
Reduced
–
Closed
–
Calls
$59K
Puts
–
Net Calls
+$59K
Net Calls Change
+$59K

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$65.3M +$61.6M +2,231,000 New
DCM
2
Donaldson Capital Management
Indiana
$9.23M +$8.71M +315,374 New
Bank of America
3
Bank of America
North Carolina
$9M +$8.5M +307,728 New
MC
4
Martin & Co
Tennessee
$7.36M +$6.95M +251,520 New
HighTower Advisors
5
HighTower Advisors
Illinois
$6.95M +$6.56M +237,425 New
Wells Fargo
6
Wells Fargo
California
$6.47M +$6.11M +221,121 New
U
7
UBS
Switzerland
$5.25M +$4.95M +179,369 New
Morgan Stanley
8
Morgan Stanley
New York
$4.41M +$4.16M +150,804 New
OSNBOA
9
Old Second National Bank of Aurora
Illinois
$3.46M +$3.27M +118,275 New
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.14M +$2.97M +107,405 New
Goldman Sachs
11
Goldman Sachs
New York
$2.97M +$2.8M +101,530 New
NSIM
12
North Star Investment Management
Illinois
$2.65M +$2.5M +90,690 New
BCM
13
BTR Capital Management
California
$2.5M +$2.36M +85,565 New
CS
14
Credit Suisse
Switzerland
$1.74M +$1.64M +59,377 New
Citigroup
15
Citigroup
New York
$1.5M +$1.42M +51,255 New
SI
16
Stephens Inc
Arkansas
$1.37M +$1.29M +46,709 New
PFPT
17
Pinnacle Financial Partners (Tennessee)
Tennessee
$1.09M +$1.03M +37,375 New
LPL Financial
18
LPL Financial
California
$890K +$840K +30,416 New
FAAS
19
First Allied Advisory Services
California
$803K +$753K +27,265 New
RJA
20
Raymond James & Associates
Florida
$643K +$607K +21,965 New
TD Asset Management
21
TD Asset Management
Ontario, Canada
$569K +$806K +29,185 New
ICAS
22
Investors Capital Advisory Services
Massachusetts
$530K +$501K +18,144 New
VFS
23
VSR Financial Services
Kansas
$470K +$444K +16,060 New
FHC
24
First Horizon Corporation
Tennessee
$426K +$402K +14,550 New
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$388K +$366K +13,267 New
1
2

IAT Hedge Fund Activity: Q2 2013 in Review

46 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q2 2013, worth a combined $142M.

Buyers outnumbered sellers: 46 funds opened new IAT positions and 0 closed out — a net gain of 46 holders — while 0 added to existing stakes and 0 trimmed.

  • 46 institutional investors held iShares US Regional Banks ETF (IAT) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $142M of iShares US Regional Banks ETF stock for Q2 2013.
  • 46 funds opened new iShares US Regional Banks ETF positions in Q2 2013 and 0 closed out, a net change of +46 holders.

Based on aggregated 13F filings for Q2 2013.