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iShares US Regional Banks ETF
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Overview Fund Activity

76 hedge funds and large institutions have $212M invested in iShares US Regional Banks ETF in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+3
Holders Change %
+4.11%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
26
Reduced
26
Closed
10
Calls
$17K
Puts
–
Net Calls
+$17K
Net Calls Change
+$41K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.9M
2
Goldman Sachs
Goldman Sachs
New York
$7.22M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.99M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.58M
5
Citadel Advisors
Citadel Advisors
Florida
$1.13M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$85.9M
2
OC
Oppenheimer & Co
New York
$0
3
Citigroup
Citigroup
New York
$23K
4
Morgan Stanley
Morgan Stanley
New York
$2.94M
5
Bank of America
Bank of America
North Carolina
$8.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$1.4M -$300K -8,644 -18%
PFP
27
Pinnacle Financial Partners
Tennessee
$1.27M +$10.5K +302 +0.8%
X
28
Xponance
Pennsylvania
$1.19M +$835K +23,936 +238%
Citadel Advisors
29
Citadel Advisors
Florida
$1.13M +$1.13M +32,257 New
FAAS
30
First Allied Advisory Services
California
$1.06M +$569K +16,464 +116%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.03M +$27.2K +779 +3%
Stifel Financial
32
Stifel Financial
Missouri
$812K -$14.6K -418 -2%
ICAS
33
Investors Capital Advisory Services
Massachusetts
$805K – – –
DCM
34
Donaldson Capital Management
Indiana
$704K -$27K -775 -4%
V
35
Veritable
Delaware
$697K +$697K +20,000 New
NFG
36
Next Financial Group
Texas
$693K +$112K +3,218 +19%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$605K -$103K -2,962 -15%
AA
38
AlphaMark Advisors
Kentucky
$602K +$602K +17,255 New
BCM
39
Beck Capital Management
Texas
$583K +$86.9K +2,492 +18%
CIBC World Market
40
CIBC World Market
Ontario, Canada
$546K +$53.9K +1,545 +11%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$421K -$1.64K -47 -0.4%
FHA
42
First Horizon Advisors
Tennessee
$404K +$12.2K +350 +3%
ASN
43
Advisory Services Network
Georgia
$402K -$11.6K -332 -3%
JPMPWA
44
J.P. Morgan Private Wealth Advisors
California
$394K +$55.8K +1,600 +16%
CS
45
Comerica Securities
Michigan
$384K +$384K +11,008 New
VFS
46
VSR Financial Services
Kansas
$378K -$10.8K -310 -3%
PWW
47
Pettyjohn Wood & White
Virginia
$376K -$3.49K -100 -0.9%
MIAN
48
Mariner Independent Advisor Network
Kansas
$372K -$2.2K -63 -0.6%
FMBTD
49
First Midwest Bank Trust Division
Illinois
$349K -$175K -5,000 -33%
MMG
50
Monetary Management Group
Missouri
$345K -$45.3K -1,300 -12%
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