iShares US Regional Banks ETF
IAT
150 hedge funds and large institutions have $194M invested in iShares US Regional Banks ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 45 increasing their positions, 56 reducing their positions, and 19 closing their positions.
95% more call options, than puts
Call options by funds: $7.94M | Put options by funds: $4.06M
2.07% less ownership
Funds ownership: 37.03% → 34.96% (-2.1%)
6% less funds holding
Funds holding: 160 → 150 (-10)
20% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 56
37% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 19
80% less capital inflows, than outflows
Capital inflows: $8.68M | Capital outflows: $44.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Two Sigma Investments
New York
|
+$1.21M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.19M |
| 3 |
Goldman Sachs
New York
|
+$1.08M |
| 4 |
Tower Research Capital (TRC)
New York
|
+$709K |
| 5 |
GSA Capital Partners
London,
United Kingdom
|
+$586K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.39M |
| 2 |
Abundance Wealth Counselors
State College,
Pennsylvania
|
-$4.31M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$3.42M |
| 4 |
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
-$3.17M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$2.64M |
IAT Hedge Fund Activity: Q2 2024 in Review
150 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q2 2024, worth a combined $194M — down 19% from $241M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of IAT and 12 opened new positions — a net loss of 7 holders — while 56 trimmed existing stakes and 45 added.
The largest buyer was Two Sigma Investments, opening a new position worth an estimated $1.21M. The largest seller was Morgan Stanley, cutting an estimated $6.39M.
- 150 institutional investors held iShares US Regional Banks ETF (IAT) as of Q2 2024, down from 160 in Q1 2024.
- Funds reported $194M of iShares US Regional Banks ETF stock for Q2 2024, down 19% quarter-over-quarter.
- 12 funds opened new iShares US Regional Banks ETF positions in Q2 2024 and 19 closed out, a net change of -7 holders.
- The largest iShares US Regional Banks ETF buyer in Q2 2024 was Two Sigma Investments, an estimated $1.21M added.
- The largest iShares US Regional Banks ETF seller in Q2 2024 was Morgan Stanley, an estimated $6.39M sold.
Based on aggregated 13F filings for Q2 2024.