iShares US Regional Banks ETF
IAT
104 hedge funds and large institutions have $110M invested in iShares US Regional Banks ETF in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 56 reducing their positions, and 14 closing their positions.
265% more call options, than puts
Call options by funds: $4.01M | Put options by funds: $1.1M
4.41% less ownership
Funds ownership: 32.34% → 27.93% (-4.4%)
10% less funds holding
Funds holding: 115 → 104 (-11)
30% less capital invested
Capital invested by funds: $157M → $110M (-$46.8M)
64% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 14
66% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 56
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Rockefeller Capital Management
New York
|
+$3.14M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.28M |
| 3 |
AIC
Ameritas Investment Company
Lincoln,
Nebraska
|
+$353K |
| 4 |
5L
55I LLC
Boston,
Massachusetts
|
+$297K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$273K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$20M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$4.06M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$2.61M |
| 4 |
Morgan Stanley
New York
|
-$2.36M |
| 5 |
SI
Stephens Inc
Little Rock,
Arkansas
|
-$2.22M |
IAT Hedge Fund Activity: Q3 2019 in Review
104 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q3 2019, worth a combined $110M — down 30% from $157M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of IAT and 5 opened new positions — a net loss of 9 holders — while 56 trimmed existing stakes and 19 added.
The largest buyer was Rockefeller Capital Management, adding an estimated $3.14M. The largest seller was Bank of America, cutting an estimated $20M.
- 104 institutional investors held iShares US Regional Banks ETF (IAT) as of Q3 2019, down from 115 in Q2 2019.
- Funds reported $110M of iShares US Regional Banks ETF stock for Q3 2019, down 30% quarter-over-quarter.
- 5 funds opened new iShares US Regional Banks ETF positions in Q3 2019 and 14 closed out, a net change of -9 holders.
- The largest iShares US Regional Banks ETF buyer in Q3 2019 was Rockefeller Capital Management, an estimated $3.14M added.
- The largest iShares US Regional Banks ETF seller in Q3 2019 was Bank of America, an estimated $20M sold.
Based on aggregated 13F filings for Q3 2019.