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iShares US Regional Banks ETF
IAT

Overview Fund Activity

72 hedge funds and large institutions have $150M invested in iShares US Regional Banks ETF in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+7
Holders Change %
+10.77%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
13
Increased
27
Reduced
18
Closed
6
Calls
–
Puts
$71K
Net Calls
-$71K
Net Calls Change
-$508K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$36M
2
BCM
2
BTR Capital Management
California
$4.91M
3
Citigroup
3
Citigroup
New York
$2.24M
4
BUB
4
BBVA USA Bancshares
Texas
$3.74M
5
DCM
5
Donaldson Capital Management
Indiana
$15.1M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$0
2
SG Americas Securities
2
SG Americas Securities
New York
$1.31M
3
AP
3
Advisors Preferred
Maryland
$0
4
FAAS
4
First Allied Advisory Services
California
$834K
5
Barclays
5
Barclays
United Kingdom
$33K
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$853K +$18.9K +546 +2%
FAAS
27
First Allied Advisory Services
California
$834K -$949K -27,676 -53%
FMBTD
28
First Midwest Bank Trust Division
Illinois
$832K -$34.7K -1,000 -4%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$555K +$47.3K +1,365 +9%
BCM
30
Beck Capital Management
Texas
$545K -$20.6K -594 -4%
VFS
31
VSR Financial Services
Kansas
$542K – – –
Loomis, Sayles & Company
32
Loomis, Sayles & Company
Massachusetts
$524K +$524K +15,100 New
ASN
33
Advisory Services Network
Georgia
$467K +$5.33K +154 +1%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$442K -$24.5K -707 -5%
CS
35
Credit Suisse
Switzerland
$437K +$437K +12,621 New
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$408K -$111K -3,210 -21%
FHA
37
First Horizon Advisors
Tennessee
$392K -$12.1K -350 -3%
Deutsche Bank
38
Deutsche Bank
Germany
$389K +$389K +11,250 New
PWW
39
Pettyjohn Wood & White
Virginia
$384K +$6.94K +200 +2%
MIAN
40
Mariner Independent Advisor Network
Kansas
$379K +$379K +10,936 New
CIBC World Market
41
CIBC World Market
Ontario, Canada
$377K +$67.8K +1,955 +22%
TD Asset Management
42
TD Asset Management
Ontario, Canada
$358K – – –
CS
43
Comerica Securities
Michigan
$357K +$3.4K +98 +1%
PP
44
Patten & Patten
Tennessee
$289K -$18.7K -540 -6%
JPMPWA
45
J.P. Morgan Private Wealth Advisors
California
$282K -$34.6K -1,000 -11%
CA
46
Cetera Advisors
Colorado
$274K +$274K +7,882 New
PAG
47
Private Advisor Group
New Jersey
$249K +$31.4K +908 +14%
CAN
48
Cetera Advisor Networks
California
$241K -$6.47K -189 -3%
MA
49
MUFG Americas
New York
$234K – – –
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$233K +$233K +6,733 New
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2
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