IAT icon

iShares US Regional Banks ETF
IAT

Overview Fund Activity

84 hedge funds and large institutions have $194M invested in iShares US Regional Banks ETF in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
+8
Holders Change %
+10.53%
% of All Funds
2.27%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
17
Increased
26
Reduced
23
Closed
9
Calls
$252K
Puts
–
Net Calls
+$252K
Net Calls Change
+$235K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$10.1M
2
BAM
2
Baring Asset Management
United Kingdom
$1.6M
3
UBS Group
3
UBS Group
Switzerland
$9.54M
4
BCM
4
Brookstone Capital Management
Illinois
$1.01M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.95M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$66.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
LWA
3
Lowe Wealth Advisors
Maryland
$0
4
WP
4
WealthPLAN Partners
Nebraska
$814K
5
CS
5
Credit Suisse
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
26
Brookstone Capital Management
Illinois
$1.01M +$1.01M +27,699 New
ICAS
27
Investors Capital Advisory Services
Massachusetts
$868K +$23K +627 +3%
WP
28
WealthPLAN Partners
Nebraska
$814K -$1.51M -41,268 -65%
NFG
29
Next Financial Group
Texas
$802K +$73.7K +2,012 +10%
Stifel Financial
30
Stifel Financial
Missouri
$790K -$62.6K -1,710 -7%
VFS
31
VSR Financial Services
Kansas
$763K +$366K +10,000 +92%
SPC
32
Sigma Planning Corp
Michigan
$747K +$747K +20,395 New
IIA
33
IPG Investment Advisors
California
$741K +$741K +20,250 New
V
34
Veritable
Delaware
$732K – – –
DCM
35
Donaldson Capital Management
Indiana
$730K -$9.16K -250 -1%
Truist Financial
36
Truist Financial
North Carolina
$674K +$674K +18,400 New
AA
37
AlphaMark Advisors
Kentucky
$646K +$14.6K +400 +2%
BCM
38
Beck Capital Management
Texas
$612K -$220 -6 -0%
PAS
39
Partnervest Advisory Services
California
$516K +$516K +14,085 New
Jane Street
40
Jane Street
New York
$496K -$1.37M -37,467 -73%
HCA
41
Harbour Capital Advisors
Virginia
$458K +$458K +12,500 New
Janney Montgomery Scott
42
Janney Montgomery Scott
Pennsylvania
$457K -$178K -4,869 -28%
ASN
43
Advisory Services Network
Georgia
$428K -$1.52K -41 -0.4%
FHA
44
First Horizon Advisors
Tennessee
$425K – – –
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$407K -$34.4K -941 -8%
JPMPWA
46
J.P. Morgan Private Wealth Advisors
California
$406K -$7.32K -200 -2%
BUB
47
BBVA USA Bancshares
Texas
$395K -$1.08M -29,480 -73%
PWW
48
Pettyjohn Wood & White
Virginia
$394K – – –
FMBTD
49
First Midwest Bank Trust Division
Illinois
$366K – – –
MMG
50
Monetary Management Group
Missouri
$362K – – –
1
2
3 4