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iShares US Regional Banks ETF

166 hedge funds and large institutions have $261M invested in iShares US Regional Banks ETF in 2026 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 39 increasing their positions, 56 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.1% more ownership

Funds ownership: 43.78%45.88% (+2.1%)

6% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 18

2% more capital invested

Capital invested by funds: $256M → $261M (+$5.23M)

7% less call options, than puts

Call options by funds: $3.33M | Put options by funds: $3.59M

3% less funds holding

Funds holding: 171166 (-5)

30% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 56

Holders
166
Holders Change
-5
Holders Change %
-2.92%
% of All Funds
2.04%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
39
Reduced
56
Closed
18
Calls
$3.33M
Puts
$3.59M
Net Calls
-$253K
Net Calls Change
+$265K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$28.1M +$5.53M +97,510 +23%
Wells Fargo
2
Wells Fargo
California
$27.7M +$1.85M +32,686 +7%
JP Morgan Chase
3
JP Morgan Chase
New York
$20M +$679K +11,972 +3%
Morgan Stanley
4
Morgan Stanley
New York
$14.7M -$104K -1,829 -0.7%
LPL Financial
5
LPL Financial
California
$13.2M +$276K +4,873 +2%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$10.4M -$1.6M -28,248 -13%
Lido Advisors
7
Lido Advisors
California
$10.3M +$10.8M +190,938 New
GHA
8
GW Henssler & Associates
Georgia
$10.3M +$243K +4,285 +2%
Truist Financial
9
Truist Financial
North Carolina
$7.73M +$1.86M +32,703 +29%
US Bancorp
10
US Bancorp
Minnesota
$7.25M +$302K +5,331 +4%
UBS Group
11
UBS Group
Switzerland
$6.26M -$1.39M -24,503 -17%
Raymond James Financial
12
Raymond James Financial
Florida
$6.07M +$40.1K +706 +0.6%
Goldman Sachs
13
Goldman Sachs
New York
$5.78M +$413K +7,273 +7%
SPIA
14
Steward Partners Investment Advisory
New York
$4.32M +$77.7K +1,369 +2%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$4.3M +$125K +2,205 +3%
Ameriprise
16
Ameriprise
Minnesota
$3.89M -$309K -5,452 -7%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$3.84M -$1.43M -25,224 -26%
EH
18
Equitable Holdings
New York
$3.73M +$1.03M +18,241 +37%
MC
19
Martin & Co
Tennessee
$3.45M +$151K +2,657 +4%
KIA
20
KCM Investment Advisors
California
$3.15M +$78K +1,375 +2%
IAA
21
Independent Advisor Alliance
North Carolina
$3.11M +$3.28M +57,854 New
Cetera Investment Advisers
22
Cetera Investment Advisers
Illinois
$3.02M -$783K -13,806 -20%
Osaic Holdings
23
Osaic Holdings
Arizona
$2.63M -$36.6K -645 -1%
Pathstone Holdings
24
Pathstone Holdings
New Jersey
$2.46M
CAG
25
Crestwood Advisors Group
Massachusetts
$2.44M -$36.9K -650 -1%