iShares US Regional Banks ETF
IAT
136 hedge funds and large institutions have $351M invested in iShares US Regional Banks ETF in 2018 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 46 increasing their positions, 36 reducing their positions, and 18 closing their positions.
28% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 36
1.42% more ownership
Funds ownership: 38.84% → 40.26% (+1.4%)
1% more capital invested
Capital invested by funds: $349M → $351M (+$2.29M)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
5% less funds holding
Funds holding: 143 → 136 (-7)
25% less call options, than puts
Call options by funds: $1.22M | Put options by funds: $1.61M
39% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$14.8M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$3.93M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.95M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$2.65M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$2.41M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIM
Foresters Investment Management
New York
|
-$8.13M |
| 2 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$5.43M |
| 3 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$5.14M |
| 4 |
Goldman Sachs
New York
|
-$2.38M |
| 5 |
KFA
Kabarec Financial Advisors
Palatine,
Illinois
|
-$966K |
IAT Hedge Fund Activity: Q2 2018 in Review
136 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q2 2018, worth a combined $351M — up 0.66% from $349M a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of IAT and 11 opened new positions — a net loss of 7 holders — while 36 trimmed existing stakes and 46 added.
The largest buyer was Morgan Stanley, adding an estimated $14.8M. The largest seller was Foresters Investment Management, exiting entirely with an estimated $8.13M sold.
- 136 institutional investors held iShares US Regional Banks ETF (IAT) as of Q2 2018, down from 143 in Q1 2018.
- Funds reported $351M of iShares US Regional Banks ETF stock for Q2 2018, up 0.66% quarter-over-quarter.
- 11 funds opened new iShares US Regional Banks ETF positions in Q2 2018 and 18 closed out, a net change of -7 holders.
- The largest iShares US Regional Banks ETF buyer in Q2 2018 was Morgan Stanley, an estimated $14.8M added.
- The largest iShares US Regional Banks ETF seller in Q2 2018 was Foresters Investment Management, an estimated $8.13M sold.
Based on aggregated 13F filings for Q2 2018.