iShares US Regional Banks ETF
IAT
155 hedge funds and large institutions have $413M invested in iShares US Regional Banks ETF in 2023 Q1 according to their latest regulatory filings, with 47 funds opening new positions, 54 increasing their positions, 27 reducing their positions, and 30 closing their positions.
937% more capital inflows, than outflows
Capital inflows: $146M | Capital outflows: $14.1M
100% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 27
57% more first-time investments, than exits
New positions opened: 47 | Existing positions closed: 30
12% more funds holding
Funds holding: 139 → 155 (+16)
7.23% less ownership
Funds ownership: 59.45% → 52.22% (-7.2%)
44% less call options, than puts
Call options by funds: $5.83M | Put options by funds: $10.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Barry Investment Advisors
New Bedford,
Massachusetts
|
+$12.8M |
| 2 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
+$11.3M |
| 3 |
Morgan Stanley
New York
|
+$10.8M |
| 4 |
Bell Bank
Fargo,
North Dakota
|
+$10.4M |
| 5 |
Goldman Sachs
New York
|
+$9.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.94M |
| 2 |
Tower Research Capital (TRC)
New York
|
-$1.4M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.3M |
| 4 |
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
-$838K |
| 5 |
WealthShield Partners
Cary,
North Carolina
|
-$712K |
IAT Hedge Fund Activity: Q1 2023 in Review
155 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q1 2023, worth a combined $413M — down 0.3% from $415M a quarter earlier.
Buyers outnumbered sellers: 47 funds opened new IAT positions and 30 closed out — a net gain of 17 holders — while 54 added to existing stakes and 27 trimmed.
The largest buyer was Barry Investment Advisors, opening a new position worth an estimated $12.8M. The largest seller was Bank of America, cutting an estimated $2.94M.
- 155 institutional investors held iShares US Regional Banks ETF (IAT) as of Q1 2023, up from 139 in Q4 2022.
- Funds reported $413M of iShares US Regional Banks ETF stock for Q1 2023, down 0.3% quarter-over-quarter.
- 47 funds opened new iShares US Regional Banks ETF positions in Q1 2023 and 30 closed out, a net change of +17 holders.
- The largest iShares US Regional Banks ETF buyer in Q1 2023 was Barry Investment Advisors, an estimated $12.8M added.
- The largest iShares US Regional Banks ETF seller in Q1 2023 was Bank of America, an estimated $2.94M sold.
Based on aggregated 13F filings for Q1 2023.