We are live on ! Find out more
IAT icon

iShares US Regional Banks ETF
IAT

156 hedge funds and large institutions have $394M invested in iShares US Regional Banks ETF in 2023 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 60 increasing their positions, 32 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

384% more call options, than puts

Call options by funds: $22.1M | Put options by funds: $4.57M

300% more funds holding in top 10

Funds holding in top 10: 1 → 4 (+3)

88% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 32

1% more funds holding

Funds holding: 154 → 156 (+2)

9% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 33

3% less capital invested

Capital invested by funds: $407M → $394M (-$13.8M)

3.47% less ownership

Funds ownership: 52.22% → 48.75% (-3.5%)

Holders
156
Holders Change
+2
Holders Change %
+1.3%
% of All Funds
2.45%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
36
Increased
60
Reduced
32
Closed
33
Calls
$22.1M
Puts
$4.57M
Net Calls
+$17.5M
Net Calls Change
+$22.2M

Top Buyers

1
RCYC
Richard C. Young & Co
Rhode Island
+$23.8M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$8.16M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$5.77M
4
Wells Fargo
Wells Fargo
California
+$4.39M
5
AI
Arrien Investments
Idaho
+$4.37M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$55.1M
2
Goldman Sachs
Goldman Sachs
New York
-$6.5M
3
UBS Group
UBS Group
Switzerland
-$5.45M
4
RJA
Raymond James & Associates
Florida
-$4.17M
5
MOS
MGO One Seven
Ohio
-$3.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of America
1
Bank of America
North Carolina
$152M -$55.1M -1,639,061 -27%
RCYC
2
Richard C. Young & Co
Rhode Island
$24M +$23.8M +708,571 New
Morgan Stanley
3
Morgan Stanley
New York
$19.2M +$4.04M +120,092 +27%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$16.5M +$8.16M +242,874 +99%
US Bancorp
5
US Bancorp
Minnesota
$13.6M +$1.91M +56,740 +16%
Wells Fargo
6
Wells Fargo
California
$12.2M +$4.39M +130,601 +57%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$11M +$2.33M +69,475 +27%
LPL Financial
8
LPL Financial
California
$10.9M +$3.85M +114,439 +55%
BB
9
Bell Bank
North Dakota
$9.61M +$2.05M +61,018 +27%
BIA
10
Barry Investment Advisors
Massachusetts
$9.52M +$242K +7,188 +3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$7.98M +$5.77M +171,572 +267%
Truist Financial
12
Truist Financial
North Carolina
$7.48M +$688K +20,474 +10%
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$5.05M +$1.68M +50,100 +51%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.54M +$281K +8,360 +7%
AI
15
Arrien Investments
Idaho
$4.4M +$4.37M +130,102 New
UBS Group
16
UBS Group
Switzerland
$4.3M -$5.45M -162,307 -56%
JP Morgan Chase
17
JP Morgan Chase
New York
$4.22M +$3.07M +91,279 +273%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$4.01M -$1.66M -49,279 -29%
CI
19
CX Institutional
Indiana
$4M +$3.97M +118,038 New
EWM
20
Endurance Wealth Management
Rhode Island
$3.72M -$39.1K -1,162 -1%
SI
21
Stephens Inc
Arkansas
$3.21M +$1.92M +57,147 +151%
Jane Street
22
Jane Street
New York
$2.96M +$2.75M +81,838 +1,442%
Goldman Sachs
23
Goldman Sachs
New York
$2.95M -$6.5M -193,424 -69%
HighTower Advisors
24
HighTower Advisors
Illinois
$2.78M +$2.11M +62,693 +322%
Ameriprise
25
Ameriprise
Minnesota
$2.76M +$815K +24,253 +42%
1
2 3 4 5

IAT Hedge Fund Activity: Q2 2023 in Review

156 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q2 2023, worth a combined $394M — down 3.4% from $407M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IAT positions and 33 closed out — a net gain of 3 holders — while 60 added to existing stakes and 32 trimmed.

The largest buyer was Richard C. Young & Co, opening a new position worth an estimated $23.8M. The largest seller was Bank of America, cutting an estimated $55.1M.

  • 156 institutional investors held iShares US Regional Banks ETF (IAT) as of Q2 2023, up from 154 in Q1 2023.
  • Funds reported $394M of iShares US Regional Banks ETF stock for Q2 2023, down 3.4% quarter-over-quarter.
  • 36 funds opened new iShares US Regional Banks ETF positions in Q2 2023 and 33 closed out, a net change of +3 holders.
  • The largest iShares US Regional Banks ETF buyer in Q2 2023 was Richard C. Young & Co, an estimated $23.8M added.
  • The largest iShares US Regional Banks ETF seller in Q2 2023 was Bank of America, an estimated $55.1M sold.

Based on aggregated 13F filings for Q2 2023.