iShares US Regional Banks ETF
IAT
154 hedge funds and large institutions have $407M invested in iShares US Regional Banks ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 54 increasing their positions, 27 reducing their positions, and 30 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 54 | Existing positions reduced: 27
53% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 30
11% more funds holding
Funds holding: 139 → 154 (+15)
2% less capital invested
Capital invested by funds: $415M → $407M (-$7.26M)
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 |
BIA
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 |
BB
Bell Bank
Fargo,
North Dakota
|
+$10.4M |
| 5 |
Goldman Sachs
New York
|
+$9.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$2.94M |
| 2 |
TRCT
Tower Research Capital (TRC)
New York
|
-$1.4M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.3M |
| 4 |
SFWA
Summit Financial Wealth Advisors
Lafayette,
Louisiana
|
-$838K |
| 5 |
WP
WealthShield Partners
Cary,
North Carolina
|
-$712K |
IAT Hedge Fund Activity: Q1 2023 in Review
154 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q1 2023, worth a combined $407M — down 1.8% from $415M a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new IAT positions and 30 closed out — a net gain of 16 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.
- 154 institutional investors held iShares US Regional Banks ETF (IAT) as of Q1 2023, up from 139 in Q4 2022.
- Funds reported $407M of iShares US Regional Banks ETF stock for Q1 2023, down 1.8% quarter-over-quarter.
- 46 funds opened new iShares US Regional Banks ETF positions in Q1 2023 and 30 closed out, a net change of +16 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.