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iShares US Regional Banks ETF
IAT

133 hedge funds and large institutions have $874M invested in iShares US Regional Banks ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 51 increasing their positions, 37 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

166% more capital invested

Capital invested by funds: $329M → $874M (+$545M)

38% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 37

24.99% more ownership

Funds ownership: 44.85% → 69.84% (+25%)

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

0% more funds holding

Funds holding: 133 → 133 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
133
Holders Change
–
Holders Change %
0%
% of All Funds
2.33%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
12
Increased
51
Reduced
37
Closed
10
Calls
$824K
Puts
–
Net Calls
+$824K
Net Calls Change
+$387K

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$500M
2
Wells Fargo
Wells Fargo
California
+$4M
3
KAS
Kestra Advisory Services
Texas
+$2.5M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.31M
5
Ameriprise
Ameriprise
Minnesota
+$2.11M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$4.36M
2
NFG
Norris Financial Group
South Carolina
-$4.05M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.61M
4
SFI
SPC Financial Inc
Maryland
-$2.35M
5
Morgan Stanley
Morgan Stanley
New York
-$1.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$559M +$500M +8,688,372 +1,580%
Morgan Stanley
2
Morgan Stanley
New York
$51.3M -$1.99M -34,547 -4%
Wells Fargo
3
Wells Fargo
California
$37M +$4M +69,431 +13%
SFI
4
SPC Financial Inc
Maryland
$19.5M -$2.35M -40,894 -11%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.2M -$2.61M -45,359 -14%
MML Investors Services
6
MML Investors Services
Massachusetts
$10.5M +$927K +16,112 +10%
MWM
7
MinichMacGregor Wealth Management
New York
$10.5M +$21.1K +367 +0.2%
US Bancorp
8
US Bancorp
Minnesota
$10.3M +$125K +2,167 +1%
ASN
9
Advisory Services Network
Georgia
$10.3M +$1.19M +20,681 +14%
Ameriprise
10
Ameriprise
Minnesota
$9.68M +$2.11M +36,646 +30%
Stifel Financial
11
Stifel Financial
Missouri
$9.59M +$421K +7,311 +5%
UBS Group
12
UBS Group
Switzerland
$9.53M -$91.4K -1,588 -1%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$8.2M -$73K -1,268 -0.9%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$6.51M +$58.4K +1,014 +1%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$6.43M +$255K +4,429 +4%
Osaic Holdings
16
Osaic Holdings
Arizona
$5.56M +$146K +2,538 +3%
LPL Financial
17
LPL Financial
California
$5.11M -$30.4K -528 -0.6%
SI
18
Stephens Inc
Arkansas
$4.61M +$5.29K +92 +0.1%
CCA
19
Cadent Capital Advisors
Oklahoma
$4.39M +$246K +4,279 +6%
MC
20
Martin & Co
Tennessee
$4.33M +$330K +5,730 +9%
RJA
21
Raymond James & Associates
Florida
$4.07M -$42.8K -744 -1%
Goldman Sachs
22
Goldman Sachs
New York
$4.04M +$541K +9,399 +16%
SMG
23
Spectrum Management Group
Indiana
$3.39M +$265K +4,613 +9%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$3.11M +$2.31M +40,089 +356%
KAS
25
Kestra Advisory Services
Texas
$2.63M +$2.5M +43,463 New
1
2 3 4 5

IAT Hedge Fund Activity: Q3 2021 in Review

133 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q3 2021, worth a combined $874M — up 166% from $329M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IAT positions and 10 closed out — a net gain of 2 holders — while 51 added to existing stakes and 37 trimmed.

The largest buyer was Bank of America, adding an estimated $500M. The largest seller was Citadel Advisors, cutting an estimated $4.36M.

  • 133 institutional investors held iShares US Regional Banks ETF (IAT) as of Q3 2021, unchanged from Q2 2021.
  • Funds reported $874M of iShares US Regional Banks ETF stock for Q3 2021, up 166% quarter-over-quarter.
  • 12 funds opened new iShares US Regional Banks ETF positions in Q3 2021 and 10 closed out, a net change of +2 holders.
  • The largest iShares US Regional Banks ETF buyer in Q3 2021 was Bank of America, an estimated $500M added.
  • The largest iShares US Regional Banks ETF seller in Q3 2021 was Citadel Advisors, an estimated $4.36M sold.

Based on aggregated 13F filings for Q3 2021.