iShares US Regional Banks ETF
IAT
65 hedge funds and large institutions have $164M invested in iShares US Regional Banks ETF in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 5 closing their positions.
497% more call options, than puts
Call options by funds: $525K | Put options by funds: $88K
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
8% more funds holding
Funds holding: 60 → 65 (+5)
7% more capital invested
Capital invested by funds: $153M → $164M (+$10.5M)
3.44% more ownership
Funds ownership: 31.25% → 34.69% (+3.4%)
5% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 20
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OC
Oppenheimer & Co
New York
|
+$4.68M |
| 2 |
Morgan Stanley
New York
|
+$1.43M |
| 3 |
WF
WealthTrust Fairport
Cleveland,
Ohio
|
+$1.36M |
| 4 |
DCM
Donaldson Capital Management
Evansville,
Indiana
|
+$1.2M |
| 5 |
FMBTD
First Midwest Bank Trust Division
Joliet,
Illinois
|
+$836K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$3.68M |
| 2 |
SWM
Strategic Wealth Management
Kirkland,
Washington
|
-$1.88M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.86M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$1.85M |
| 5 |
OSNBOA
Old Second National Bank of Aurora
Aurora,
Illinois
|
-$1.06M |
IAT Hedge Fund Activity: Q1 2014 in Review
65 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q1 2014, worth a combined $164M — up 6.8% from $153M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IAT positions and 5 closed out — a net gain of 5 holders — while 21 added to existing stakes and 20 trimmed.
The largest buyer was Oppenheimer & Co, opening a new position worth an estimated $4.68M. The largest seller was Bank of Nova Scotia, cutting an estimated $3.68M.
- 65 institutional investors held iShares US Regional Banks ETF (IAT) as of Q1 2014, up from 60 in Q4 2013.
- Funds reported $164M of iShares US Regional Banks ETF stock for Q1 2014, up 6.8% quarter-over-quarter.
- 10 funds opened new iShares US Regional Banks ETF positions in Q1 2014 and 5 closed out, a net change of +5 holders.
- The largest iShares US Regional Banks ETF buyer in Q1 2014 was Oppenheimer & Co, an estimated $4.68M added.
- The largest iShares US Regional Banks ETF seller in Q1 2014 was Bank of Nova Scotia, an estimated $3.68M sold.
Based on aggregated 13F filings for Q1 2014.