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iShares US Regional Banks ETF
IAT

Overview Fund Activity

58 hedge funds and large institutions have $135M invested in iShares US Regional Banks ETF in 2013 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 2 closing their positions.

Holders
58
Holders Change
+12
Holders Change %
+26.09%
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
20
Reduced
11
Closed
2
Calls
$118K
Puts
$536K
Net Calls
-$418K
Net Calls Change
-$477K

Top Buyers

1
U
1
UBS
Switzerland
$11.9M
2
AFG
2
Albion Financial Group
Utah
$2.25M
3
SG Americas Securities
3
SG Americas Securities
New York
$2.09M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.97M
5
Citigroup
5
Citigroup
New York
$3.36M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$41.7M
2
Bank of America
2
Bank of America
North Carolina
$5.52M
3
Goldman Sachs
3
Goldman Sachs
New York
$203K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
FAAS
5
First Allied Advisory Services
California
$534K
Name Holding Trade Value Shares
Change 		Shares
Change %
VFS
26
VSR Financial Services
Kansas
$479K – – –
FHA
27
First Horizon Advisors
Tennessee
$429K +$429K +14,375 New
PJSIMP
28
P.J. Schmidt Investment Management (PJS)
Wisconsin
$388K +$388K +13,000 New
TD Asset Management
29
TD Asset Management
Ontario, Canada
$358K -$211K -10,819 -37%
CAN
30
Cetera Advisor Networks
California
$356K +$356K +11,925 New
PWW
31
Pettyjohn Wood & White
Virginia
$338K – – –
TH
32
Timber Hill
Connecticut
$320K +$320K +10,722 New
PWM
33
ParenteBeard Wealth Management
Pennsylvania
$298K -$3.7K -124 -1%
PP
34
Patten & Patten
Tennessee
$281K – – –
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$256K +$7.44K +250 +3%
FWCM
36
Ferguson Wellman Capital Management
Oregon
$224K -$22.4K -750 -9%
US Bancorp
37
US Bancorp
Minnesota
$215K -$1.58K -53 -0.7%
Goldman Sachs
38
Goldman Sachs
New York
$203K -$2.82M -94,709 -93%
Comerica Bank
39
Comerica Bank
Texas
$203K +$203K +6,800 New
WRM
40
Westport Resources Management
Connecticut
$186K +$122K +4,085 +189%
CFA
41
Carroll Financial Associates
North Carolina
$128K – – –
AIG
42
American International Group
New York
$103K +$49.2K +1,650 +91%
EFSCE
43
Enterprise Financial Services Corp (EFSC)
Missouri
$98K – – –
SHWM
44
Smith & Howard Wealth Management
Georgia
$89K – – –
SF
45
Synovus Financial
Georgia
$72K +$72K +2,400 New
Canada Life
46
Canada Life
Manitoba, Canada
$59K – – –
Creative Planning
47
Creative Planning
Kansas
$58K -$6.55K -219 -10%
QAM
48
QCI Asset Management
New York
$46K – – –
MFS
49
MSI Financial Services
Massachusetts
$39K +$6.1K +203 +19%
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$19K – – –
1
2
3