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iShares US Regional Banks ETF
IAT

107 hedge funds and large institutions have $98.7M invested in iShares US Regional Banks ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

267% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 6

94% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 17

60% more capital invested

Capital invested by funds: $61.7M → $98.7M (+$37M)

15% more funds holding

Funds holding: 93 → 107 (+14)

4.72% more ownership

Funds ownership: 28.89% → 33.61% (+4.7%)

Holders
107
Holders Change
+14
Holders Change %
+15.05%
% of All Funds
1.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
33
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$8.07M
2
AWM
AE Wealth Management
Kansas
+$1.23M
3
TFA
Teamwork Financial Advisors
Texas
+$1.22M
4
CAM
Carret Asset Management
New York
+$909K
5
Wells Fargo
Wells Fargo
California
+$752K

Top Sellers

1
RJA
Raymond James & Associates
Florida
-$1.54M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.11M
3
Morgan Stanley
Morgan Stanley
New York
-$1.06M
4
PAG
Private Advisor Group
New Jersey
-$1.06M
5
TRCT
Tower Research Capital (TRC)
New York
-$1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$11.5M -$528K -13,095 -5%
Morgan Stanley
2
Morgan Stanley
New York
$10.4M -$1.06M -26,256 -10%
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$9.07M +$8.07M +200,000 New
US Bancorp
4
US Bancorp
Minnesota
$7.36M +$451K +11,182 +7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.48M +$507K +12,580 +15%
LPL Financial
6
LPL Financial
California
$3.64M -$260K -6,455 -7%
Citadel Advisors
7
Citadel Advisors
Florida
$3.49M +$330K +8,188 +12%
Wells Fargo
8
Wells Fargo
California
$3.34M +$752K +18,636 +34%
SI
9
Stephens Inc
Arkansas
$3.31M -$118K -2,932 -4%
MC
10
Martin & Co
Tennessee
$3.17M +$5.85K +145 +0.2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.38M -$54.8K -1,359 -3%
JP Morgan Chase
12
JP Morgan Chase
New York
$2.28M +$16.9K +420 +0.8%
BCM
13
BTR Capital Management
California
$1.86M -$170K -4,210 -9%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.57M +$92.7K +2,297 +7%
UBS Group
15
UBS Group
Switzerland
$1.49M -$124K -3,077 -9%
AWM
16
AE Wealth Management
Kansas
$1.38M +$1.23M +30,394 New
TFA
17
Teamwork Financial Advisors
Texas
$1.37M +$1.22M +30,211 New
Creative Planning
18
Creative Planning
Kansas
$1.18M +$514K +12,753 +96%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.13M +$664K +16,468 +196%
CS
20
Credit Suisse
Switzerland
$1.13M – – –
Goldman Sachs
21
Goldman Sachs
New York
$1.11M – – –
RJA
22
Raymond James & Associates
Florida
$1.03M -$1.54M -38,165 -63%
CAM
23
Carret Asset Management
New York
$1.02M +$909K +22,525 New
TFF
24
The Family Firm
Maryland
$1M +$128K +3,166 +19%
Osaic Holdings
25
Osaic Holdings
Arizona
$995K +$21.3K +529 +2%
1
2 3 4 5

IAT Hedge Fund Activity: Q4 2020 in Review

107 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q4 2020, worth a combined $98.7M — up 60% from $61.7M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IAT positions and 6 closed out — a net gain of 16 holders — while 33 added to existing stakes and 17 trimmed.

The largest buyer was BNP Paribas Financial Markets, opening a new position worth an estimated $8.07M. The largest seller was Raymond James & Associates, cutting an estimated $1.54M.

  • 107 institutional investors held iShares US Regional Banks ETF (IAT) as of Q4 2020, up from 93 in Q3 2020.
  • Funds reported $98.7M of iShares US Regional Banks ETF stock for Q4 2020, up 60% quarter-over-quarter.
  • 22 funds opened new iShares US Regional Banks ETF positions in Q4 2020 and 6 closed out, a net change of +16 holders.
  • The largest iShares US Regional Banks ETF buyer in Q4 2020 was BNP Paribas Financial Markets, an estimated $8.07M added.
  • The largest iShares US Regional Banks ETF seller in Q4 2020 was Raymond James & Associates, an estimated $1.54M sold.

Based on aggregated 13F filings for Q4 2020.