iShares US Regional Banks ETF
IAT
159 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, 38 increasing their positions, 58 reducing their positions, and 19 closing their positions.
50% more call options, than puts
Call options by funds: $6.16M | Put options by funds: $4.1M
21% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 19
1% more funds holding
Funds holding: 158 → 159 (+1)
8.46% less ownership
Funds ownership: 48.81% → 40.34% (-8.5%)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
34% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 58
82% less capital inflows, than outflows
Capital inflows: $31.4M | Capital outflows: $177M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Luken Investment Analytics
Brentwood,
Tennessee
|
+$4.76M |
| 2 |
Crestwood Advisors Group
Boston,
Massachusetts
|
+$3.2M |
| 3 |
Abundance Wealth Counselors
State College,
Pennsylvania
|
+$3.11M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$2.74M |
| 5 |
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
|
+$1.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$139M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$8.66M |
| 3 |
BNP Paribas Financial Markets
Paris,
France
|
-$3.78M |
| 4 |
LPL Financial
San Diego,
California
|
-$3.68M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$2.31M |
IAT Hedge Fund Activity: Q3 2023 in Review
159 of the 6,316 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 19 closed out — a net gain of 4 holders — while 38 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.
- 159 institutional investors held iShares US Regional Banks ETF (IAT) as of Q3 2023, up from 158 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 19 closed out, a net change of +4 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.