iShares US Regional Banks ETF
IAT
111 hedge funds and large institutions have $118M invested in iShares US Regional Banks ETF in 2019 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 22 increasing their positions, 38 reducing their positions, and 14 closing their positions.
64% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 14
7% more capital invested
Capital invested by funds: $110M → $118M (+$8.11M)
7% more funds holding
Funds holding: 104 → 111 (+7)
0.68% more ownership
Funds ownership: 27.93% → 28.61% (+0.68%)
42% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$2.44M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.79M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$1.57M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$911K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$633K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$2.72M |
| 2 |
Rockefeller Capital Management
New York
|
-$2.26M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
-$1.02M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$875K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$775K |
IAT Hedge Fund Activity: Q4 2019 in Review
111 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q4 2019, worth a combined $118M — up 7.4% from $110M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new IAT positions and 14 closed out — a net gain of 9 holders — while 22 added to existing stakes and 38 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $2.44M. The largest seller was Goldman Sachs, exiting entirely with an estimated $2.72M sold.
- 111 institutional investors held iShares US Regional Banks ETF (IAT) as of Q4 2019, up from 104 in Q3 2019.
- Funds reported $118M of iShares US Regional Banks ETF stock for Q4 2019, up 7.4% quarter-over-quarter.
- 23 funds opened new iShares US Regional Banks ETF positions in Q4 2019 and 14 closed out, a net change of +9 holders.
- The largest iShares US Regional Banks ETF buyer in Q4 2019 was Citadel Advisors, an estimated $2.44M added.
- The largest iShares US Regional Banks ETF seller in Q4 2019 was Goldman Sachs, an estimated $2.72M sold.
Based on aggregated 13F filings for Q4 2019.