iShares US Regional Banks ETF
IAT
84 hedge funds and large institutions have $194M invested in iShares US Regional Banks ETF in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 9 closing their positions.
89% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 9
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
13% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 23
11% more funds holding
Funds holding: 76 → 84 (+8)
3.32% more ownership
Funds ownership: 38.07% → 41.39% (+3.3%)
8% less capital invested
Capital invested by funds: $212M → $194M (-$17.7M)
Top Buyers
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.8M |
| 2 |
BAM
Baring Asset Management
London,
United Kingdom
|
+$1.57M |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$1.16M |
| 4 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
+$993K |
| 5 |
Morgan Stanley
New York
|
+$844K |
Top Sellers
IAT Hedge Fund Activity: Q2 2015 in Review
84 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q2 2015, worth a combined $194M — down 8.3% from $212M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IAT positions and 9 closed out — a net gain of 8 holders — while 26 added to existing stakes and 23 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $1.8M. The largest seller was Bank of Nova Scotia, cutting an estimated $23.1M.
- 84 institutional investors held iShares US Regional Banks ETF (IAT) as of Q2 2015, up from 76 in Q1 2015.
- Funds reported $194M of iShares US Regional Banks ETF stock for Q2 2015, down 8.3% quarter-over-quarter.
- 17 funds opened new iShares US Regional Banks ETF positions in Q2 2015 and 9 closed out, a net change of +8 holders.
- The largest iShares US Regional Banks ETF buyer in Q2 2015 was Envestnet Asset Management, an estimated $1.8M added.
- The largest iShares US Regional Banks ETF seller in Q2 2015 was Bank of Nova Scotia, an estimated $23.1M sold.
Based on aggregated 13F filings for Q2 2015.