iShares US Regional Banks ETF
IAT
74 hedge funds and large institutions have $248M invested in iShares US Regional Banks ETF in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 30 reducing their positions, and 7 closing their positions.
115% more capital invested
Capital invested by funds: $115M → $248M (+$133M)
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
57% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 7
16.7% more ownership
Funds ownership: 24.42% → 41.11% (+17%)
4% more funds holding
Funds holding: 71 → 74 (+3)
40% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 30
100% less call options, than puts
Call options by funds: $0 | Put options by funds: $24K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$121M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$2.34M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.15M |
| 4 |
BCM
BTR Capital Management
Oakland,
California
|
+$895K |
| 5 |
Jane Street
New York
|
+$688K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$2.3M |
| 2 |
Citigroup
New York
|
-$2.12M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$1.74M |
| 4 |
BUB
BBVA USA Bancshares
Houston,
Texas
|
-$1.22M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.09M |
IAT Hedge Fund Activity: Q4 2014 in Review
74 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q4 2014, worth a combined $248M — up 115% from $115M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new IAT positions and 7 closed out — a net gain of 4 holders — while 18 added to existing stakes and 30 trimmed.
The largest buyer was Bank of Nova Scotia, opening a new position worth an estimated $121M. The largest seller was Credit Suisse, cutting an estimated $2.3M.
- 74 institutional investors held iShares US Regional Banks ETF (IAT) as of Q4 2014, up from 71 in Q3 2014.
- Funds reported $248M of iShares US Regional Banks ETF stock for Q4 2014, up 115% quarter-over-quarter.
- 11 funds opened new iShares US Regional Banks ETF positions in Q4 2014 and 7 closed out, a net change of +4 holders.
- The largest iShares US Regional Banks ETF buyer in Q4 2014 was Bank of Nova Scotia, an estimated $121M added.
- The largest iShares US Regional Banks ETF seller in Q4 2014 was Credit Suisse, an estimated $2.3M sold.
Based on aggregated 13F filings for Q4 2014.