iShares US Regional Banks ETF
IAT
116 hedge funds and large institutions have $208M invested in iShares US Regional Banks ETF in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 52 reducing their positions, and 34 closing their positions.
1,195% more call options, than puts
Call options by funds: $570K | Put options by funds: $44K
0.86% less ownership
Funds ownership: 39.03% → 38.17% (-0.86%)
12% less funds holding
Funds holding: 132 → 116 (-16)
38% less capital invested
Capital invested by funds: $333M → $208M (-$125M)
47% less first-time investments, than exits
New positions opened: 18 | Existing positions closed: 34
62% less repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 52
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
+$22.8M |
| 2 |
FWCM
Ferguson Wellman Capital Management
Portland,
Oregon
|
+$3.8M |
| 3 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$3.45M |
| 4 |
Goldman Sachs
New York
|
+$2.35M |
| 5 |
NRS
Neville Rodie & Shaw
New York
|
+$2.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$27M |
| 2 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
-$13.4M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$12.4M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$8.77M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$8.76M |
IAT Hedge Fund Activity: Q4 2018 in Review
116 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q4 2018, worth a combined $208M — down 38% from $333M a quarter earlier.
Sellers outnumbered buyers: 34 funds closed out of IAT and 18 opened new positions — a net loss of 16 holders — while 52 trimmed existing stakes and 20 added.
The largest buyer was Rockefeller Capital Management, opening a new position worth an estimated $22.8M. The largest seller was Morgan Stanley, cutting an estimated $27M.
- 116 institutional investors held iShares US Regional Banks ETF (IAT) as of Q4 2018, down from 132 in Q3 2018.
- Funds reported $208M of iShares US Regional Banks ETF stock for Q4 2018, down 38% quarter-over-quarter.
- 18 funds opened new iShares US Regional Banks ETF positions in Q4 2018 and 34 closed out, a net change of -16 holders.
- The largest iShares US Regional Banks ETF buyer in Q4 2018 was Rockefeller Capital Management, an estimated $22.8M added.
- The largest iShares US Regional Banks ETF seller in Q4 2018 was Morgan Stanley, an estimated $27M sold.
Based on aggregated 13F filings for Q4 2018.