iShares US Regional Banks ETF
IAT
90 hedge funds and large institutions have $55.9M invested in iShares US Regional Banks ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 36 reducing their positions, and 31 closing their positions.
0.46% less ownership
Funds ownership: 28.61% → 28.15% (-0.46%)
19% less funds holding
Funds holding: 111 → 90 (-21)
50% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 36
53% less capital invested
Capital invested by funds: $118M → $55.9M (-$62.2M)
61% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 31
Top Buyers
| 1 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$3.87M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.76M |
| 3 |
Jane Street
New York
|
+$1.52M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.37M |
| 5 |
Goldman Sachs
New York
|
+$602K |
Top Sellers
| 1 |
Rockefeller Capital Management
New York
|
-$6.81M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3.14M |
| 3 |
OSNBOA
Old Second National Bank of Aurora
Aurora,
Illinois
|
-$2.92M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.05M |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$1.27M |
IAT Hedge Fund Activity: Q1 2020 in Review
90 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q1 2020, worth a combined $55.9M — down 53% from $118M a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of IAT and 12 opened new positions — a net loss of 19 holders — while 36 trimmed existing stakes and 18 added.
The largest buyer was Credit Suisse, opening a new position worth an estimated $3.87M. The largest seller was Rockefeller Capital Management, cutting an estimated $6.81M.
- 90 institutional investors held iShares US Regional Banks ETF (IAT) as of Q1 2020, down from 111 in Q4 2019.
- Funds reported $55.9M of iShares US Regional Banks ETF stock for Q1 2020, down 53% quarter-over-quarter.
- 12 funds opened new iShares US Regional Banks ETF positions in Q1 2020 and 31 closed out, a net change of -19 holders.
- The largest iShares US Regional Banks ETF buyer in Q1 2020 was Credit Suisse, an estimated $3.87M added.
- The largest iShares US Regional Banks ETF seller in Q1 2020 was Rockefeller Capital Management, an estimated $6.81M sold.
Based on aggregated 13F filings for Q1 2020.