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iShares US Regional Banks ETF
IAT

158 hedge funds and large institutions have $252M invested in iShares US Regional Banks ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 39 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more call options, than puts

Call options by funds: $6.16M | Put options by funds: $4.1M

28% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 18

1% more funds holding

Funds holding: 156 → 158 (+2)

8.41% less ownership

Funds ownership: 48.75% → 40.35% (-8.4%)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

33% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 58

36% less capital invested

Capital invested by funds: $394M → $252M (-$142M)

Holders
158
Holders Change
+2
Holders Change %
+1.28%
% of All Funds
2.51%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
23
Increased
39
Reduced
58
Closed
18
Calls
$6.16M
Puts
$4.1M
Net Calls
+$2.07M
Net Calls Change
-$15.5M

Top Buyers

1
LIA
Luken Investment Analytics
Tennessee
+$4.76M
2
CAG
Crestwood Advisors Group
Massachusetts
+$3.2M
3
AWC
Abundance Wealth Counselors
Pennsylvania
+$3.11M
4
Ameriprise
Ameriprise
Minnesota
+$2.74M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
+$1.98M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$139M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$8.66M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$3.78M
4
LPL Financial
LPL Financial
California
-$3.68M
5
HighTower Advisors
HighTower Advisors
Illinois
-$2.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
RCYC
1
Richard C. Young & Co
Rhode Island
$23.8M -$38.3K -1,064 -0.2%
Bank of America
2
Bank of America
North Carolina
$21.1M -$139M -3,853,730 -86%
Morgan Stanley
3
Morgan Stanley
New York
$17.9M -$1.16M -32,344 -6%
US Bancorp
4
US Bancorp
Minnesota
$13.2M -$352K -9,783 -2%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$11.9M +$991K +27,540 +8%
Wells Fargo
6
Wells Fargo
California
$11M -$1.2M -33,224 -9%
BIA
7
Barry Investment Advisors
Massachusetts
$9.94M +$371K +10,297 +4%
BB
8
Bell Bank
North Dakota
$9.22M -$345K -9,583 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.29M -$8.66M -240,530 -49%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$7.99M +$66.5K +1,848 +0.8%
LPL Financial
11
LPL Financial
California
$7.38M -$3.68M -102,396 -32%
Truist Financial
12
Truist Financial
North Carolina
$7.36M -$66.5K -1,849 -0.8%
AI
13
Arrien Investments
Idaho
$5.32M +$1.02M +28,297 +22%
Ameriprise
14
Ameriprise
Minnesota
$5.3M +$2.74M +76,225 +94%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.08M +$1.18M +32,799 +28%
CI
16
CX Institutional
Indiana
$4.56M +$634K +17,628 +15%
LIA
17
Luken Investment Analytics
Tennessee
$4.51M +$4.76M +132,331 +7,562%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.28M -$243K -6,741 -5%
JP Morgan Chase
19
JP Morgan Chase
New York
$4.16M -$36.3K -1,008 -0.8%
Osaic Holdings
20
Osaic Holdings
Arizona
$3.18M +$666K +18,509 +24%
UBS Group
21
UBS Group
Switzerland
$3.04M -$1.32M -36,622 -29%
CAG
22
Crestwood Advisors Group
Massachusetts
$2.98M +$3.2M +88,791 New
AWC
23
Abundance Wealth Counselors
Pennsylvania
$2.9M +$3.11M +86,419 New
MC
24
Martin & Co
Tennessee
$2.27M -$12.5K -348 -0.5%
SPIA
25
Steward Partners Investment Advisory
New York
$2.18M +$9.86K +274 +0.4%
1
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IAT Hedge Fund Activity: Q3 2023 in Review

158 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q3 2023, worth a combined $252M — down 36% from $394M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IAT positions and 18 closed out — a net gain of 5 holders — while 39 added to existing stakes and 58 trimmed.

The largest buyer was Luken Investment Analytics, adding an estimated $4.76M. The largest seller was Bank of America, cutting an estimated $139M.

  • 158 institutional investors held iShares US Regional Banks ETF (IAT) as of Q3 2023, up from 156 in Q2 2023.
  • Funds reported $252M of iShares US Regional Banks ETF stock for Q3 2023, down 36% quarter-over-quarter.
  • 23 funds opened new iShares US Regional Banks ETF positions in Q3 2023 and 18 closed out, a net change of +5 holders.
  • The largest iShares US Regional Banks ETF buyer in Q3 2023 was Luken Investment Analytics, an estimated $4.76M added.
  • The largest iShares US Regional Banks ETF seller in Q3 2023 was Bank of America, an estimated $139M sold.

Based on aggregated 13F filings for Q3 2023.