iShares US Regional Banks ETF
IAT
132 hedge funds and large institutions have $333M invested in iShares US Regional Banks ETF in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 31 reducing their positions, and 16 closing their positions.
68% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 31
1.23% less ownership
Funds ownership: 40.26% → 39.03% (-1.2%)
3% less funds holding
Funds holding: 136 → 132 (-4)
5% less capital invested
Capital invested by funds: $351M → $333M (-$18.6M)
19% less first-time investments, than exits
New positions opened: 13 | Existing positions closed: 16
39% less call options, than puts
Call options by funds: $578K | Put options by funds: $955K
67% less funds holding in top 10
Funds holding in top 10: 3 → 1 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.44M |
| 2 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.32M |
| 3 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
+$2.24M |
| 4 |
Jane Street
New York
|
+$2.22M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
+$1.69M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$17.5M |
| 2 |
VC
Vestor Capital
Chicago,
Illinois
|
-$2.4M |
| 3 |
DCM
Donaldson Capital Management
Evansville,
Indiana
|
-$1.87M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.67M |
| 5 |
VF
Virtu Financial
New York
|
-$1.25M |
IAT Hedge Fund Activity: Q3 2018 in Review
132 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q3 2018, worth a combined $333M — down 5.3% from $351M a quarter earlier.
Sellers outnumbered buyers: 16 funds closed out of IAT and 13 opened new positions — a net loss of 3 holders — while 31 trimmed existing stakes and 52 added.
The largest buyer was Ameriprise, adding an estimated $3.44M. The largest seller was Morgan Stanley, cutting an estimated $17.5M.
- 132 institutional investors held iShares US Regional Banks ETF (IAT) as of Q3 2018, down from 136 in Q2 2018.
- Funds reported $333M of iShares US Regional Banks ETF stock for Q3 2018, down 5.3% quarter-over-quarter.
- 13 funds opened new iShares US Regional Banks ETF positions in Q3 2018 and 16 closed out, a net change of -3 holders.
- The largest iShares US Regional Banks ETF buyer in Q3 2018 was Ameriprise, an estimated $3.44M added.
- The largest iShares US Regional Banks ETF seller in Q3 2018 was Morgan Stanley, an estimated $17.5M sold.
Based on aggregated 13F filings for Q3 2018.