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iShares US Regional Banks ETF
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Overview Fund Activity

157 hedge funds and large institutions have $255M invested in iShares US Regional Banks ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 53 reducing their positions, and 30 closing their positions.

Holders
157
Holders Change
-22
Holders Change %
-12.29%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
50
Reduced
53
Closed
30
Calls
$1.4M
Puts
$1.8M
Net Calls
-$397K
Net Calls Change
+$307K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$23.3M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$2.26M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$3.72M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.64M
5
ASN
5
Advisory Services Network
Georgia
$2.85M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$23.3M
2
Bank of America
2
Bank of America
North Carolina
$19.3M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$0
4
PFS
4
Prospera Financial Services
Texas
$0
5
MWM
5
MinichMacGregor Wealth Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
26
SCS Capital Management
Massachusetts
$2.45M 49,540 -13,295 -21%
Pathstone Holdings
27
Pathstone Holdings
New Jersey
$2.26M 45,620 +45,620 New
WC
28
Westwind Capital
New Mexico
$1.96M 39,538 +4,373 +12%
BPC
29
Banque Pictet & Cie
Switzerland
$1.83M 36,947 -8,050 -18%
Marshall Wace
30
Marshall Wace
United Kingdom
$1.77M 35,671 +3,553 +11%
TFF
31
The Family Firm
Maryland
$1.66M 33,536 +3,381 +11%
BNP Paribas Financial Markets
32
BNP Paribas Financial Markets
France
$1.54M 31,100 -4,150 -12%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$1.47M 29,691 +459 +2%
Mariner
34
Mariner
Kansas
$1.35M 27,186 +4,106 +18%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$1.34M 25,620 -6,275 -20%
Thrivent Financial for Lutherans
36
Thrivent Financial for Lutherans
Minnesota
$1.27M 25,605 +4,972 +24%
CSS
37
Cubist Systematic Strategies
Connecticut
$1.24M 25,064 +3,358 +15%
CAM
38
Carret Asset Management
New York
$1.23M 24,920 -300 -1%
CCA
39
Cadent Capital Advisors
Oklahoma
$1.13M 22,722 -46,187 -67%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$1.03M 20,823 -503 -2%
AAM
41
Augustine Asset Management
Florida
$991K 20,000 – –
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$967K 19,505 -2,772 -12%
DWM
43
Dakota Wealth Management
Florida
$916K 18,484 – –
Stifel Financial
44
Stifel Financial
Missouri
$889K 17,945 -58,717 -77%
HWMO
45
Heritage Wealth Management (Ohio)
Ohio
$884K 17,850 – –
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$822K 16,580 -3,782 -19%
TCA
47
Transcend Capital Advisors
New Jersey
$718K 14,500 – –
TRCT
48
Tower Research Capital (TRC)
New York
$680K 13,728 +6,303 +85%
SPC
49
Sigma Planning Corp
Michigan
$675K 13,616 -4,156 -23%
D
50
Dentgroup
Louisiana
$674K 13,593 -2,181 -14%
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