iShares US Regional Banks ETF
IAT
103 hedge funds and large institutions have $278M invested in iShares US Regional Banks ETF in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 16 closing their positions.
281% more call options, than puts
Call options by funds: $1.04M | Put options by funds: $274K
5% more capital invested
Capital invested by funds: $265M → $278M (+$13.5M)
2.82% more ownership
Funds ownership: 37.15% → 39.97% (+2.8%)
8% less funds holding
Funds holding: 112 → 103 (-9)
13% less repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 38
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
50% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.12M |
| 2 |
SG Americas Securities
New York
|
+$4.52M |
| 3 |
TSS
Two Sigma Securities
New York
|
+$4.48M |
| 4 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$3.77M |
| 5 |
Goldman Sachs
New York
|
+$3.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FTIOP
Fiduciary Trust International of Pennsylvania
Radnor,
Pennsylvania
|
-$4.01M |
| 2 |
FMP
Financial Management Professionals
Austin,
Texas
|
-$3.25M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.76M |
| 4 |
Citigroup
New York
|
-$2.31M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$2.19M |
IAT Hedge Fund Activity: Q3 2017 in Review
103 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q3 2017, worth a combined $278M — up 5.1% from $265M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of IAT and 8 opened new positions — a net loss of 8 holders — while 38 trimmed existing stakes and 33 added.
The largest buyer was Morgan Stanley, adding an estimated $8.12M. The largest seller was Fiduciary Trust International of Pennsylvania, exiting entirely with an estimated $4.01M sold.
- 103 institutional investors held iShares US Regional Banks ETF (IAT) as of Q3 2017, down from 112 in Q2 2017.
- Funds reported $278M of iShares US Regional Banks ETF stock for Q3 2017, up 5.1% quarter-over-quarter.
- 8 funds opened new iShares US Regional Banks ETF positions in Q3 2017 and 16 closed out, a net change of -8 holders.
- The largest iShares US Regional Banks ETF buyer in Q3 2017 was Morgan Stanley, an estimated $8.12M added.
- The largest iShares US Regional Banks ETF seller in Q3 2017 was Fiduciary Trust International of Pennsylvania, an estimated $4.01M sold.
Based on aggregated 13F filings for Q3 2017.