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iShares US Regional Banks ETF
IAT

Overview Fund Activity

70 hedge funds and large institutions have $115M invested in iShares US Regional Banks ETF in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-2
Holders Change %
-2.78%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
10
Increased
20
Reduced
27
Closed
11
Calls
$10K
Puts
$26K
Net Calls
-$16K
Net Calls Change
+$55K

Top Buyers

1
BPC
1
Banque Pictet & Cie
Switzerland
$5.21M
2
Bank of America
2
Bank of America
North Carolina
$9.9M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.19M
4
Citigroup
4
Citigroup
New York
$5.44M
5
CS
5
Credit Suisse
Switzerland
$2.78M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.07M
2
DCM
2
Donaldson Capital Management
Indiana
$1.44M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$0
4
SG Americas Securities
4
SG Americas Securities
New York
$780K
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CPC
26
Cookson Peirce & Co
Pennsylvania
$978K – – –
ICAS
27
Investors Capital Advisory Services
Massachusetts
$898K -$38.1K -1,150 -4%
Stifel Financial
28
Stifel Financial
Missouri
$801K -$14.8K -447 -2%
SG Americas Securities
29
SG Americas Securities
New York
$780K -$473K -14,274 -38%
SJIM
30
St. Johns Investment Management
Florida
$712K -$118K -3,564 -14%
NFG
31
Next Financial Group
Texas
$603K +$603K +18,199 New
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$555K +$23.9K +720 +4%
ASN
33
Advisory Services Network
Georgia
$541K +$94.4K +2,849 +21%
FAAS
34
First Allied Advisory Services
California
$534K -$266K -8,078 -33%
VFS
35
VSR Financial Services
Kansas
$508K -$10.4K -315 -2%
FMBTD
36
First Midwest Bank Trust Division
Illinois
$497K -$298K -8,999 -37%
CIBC World Market
37
CIBC World Market
Ontario, Canada
$471K +$110K +3,330 +31%
BCM
38
Beck Capital Management
Texas
$465K -$41.5K -1,289 -8%
Commonwealth Equity Services
39
Commonwealth Equity Services
Massachusetts
$395K -$26.9K -813 -6%
Cambridge Investment Research Advisors
40
Cambridge Investment Research Advisors
Iowa
$379K -$11K -333 -3%
Deutsche Bank
41
Deutsche Bank
Germany
$377K +$4.96K +150 +1%
FHA
42
First Horizon Advisors
Tennessee
$373K -$2.49K -75 -0.7%
PWW
43
Pettyjohn Wood & White
Virginia
$367K – – –
MMG
44
Monetary Management Group
Missouri
$361K +$361K +10,900 New
MIAN
45
Mariner Independent Advisor Network
Kansas
$359K -$3.31K -100 -0.9%
JPMPWA
46
J.P. Morgan Private Wealth Advisors
California
$340K +$69.7K +2,100 +26%
X
47
Xponance
Pennsylvania
$332K +$332K +10,048 New
PP
48
Patten & Patten
Tennessee
$288K +$11.6K +350 +4%
Jane Street
49
Jane Street
New York
$281K +$281K +8,494 New
PAG
50
Private Advisor Group
New Jersey
$224K -$14.8K -447 -6%
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