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iShares US Regional Banks ETF
IAT

Overview Fund Activity

80 hedge funds and large institutions have $174M invested in iShares US Regional Banks ETF in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
-4
Holders Change %
-4.76%
% of All Funds
2.24%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
10
Increased
27
Reduced
20
Closed
12
Calls
$36K
Puts
–
Net Calls
+$36K
Net Calls Change
-$216K

Top Buyers

1
BAM
1
Baring Asset Management
United Kingdom
$39.8M
2
Bank of America
2
Bank of America
North Carolina
$10.9M
3
UBS Group
3
UBS Group
Switzerland
$10.5M
4
CA
4
Cetera Advisors
Colorado
$1.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$4.83M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$26.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$55K
3
AFG
3
Albion Financial Group
Utah
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$538K
5
BCM
5
Brookstone Capital Management
Illinois
$10K
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
26
Next Financial Group
Texas
$931K +$193K +5,717 +26%
Stifel Financial
27
Stifel Financial
Missouri
$777K +$49.7K +1,475 +7%
VFS
28
VSR Financial Services
Kansas
$703K – – –
DCM
29
Donaldson Capital Management
Indiana
$676K +$3.38K +100 +0.5%
AA
30
AlphaMark Advisors
Kentucky
$674K +$78.9K +2,340 +13%
Truist Financial
31
Truist Financial
North Carolina
$621K – – –
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$538K -$1.26M -37,233 -70%
FAAS
33
First Allied Advisory Services
California
$508K -$636K -19,019 -56%
RJA
34
Raymond James & Associates
Florida
$501K +$501K +14,864 New
PAS
35
Partnervest Advisory Services
California
$475K – – –
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$450K +$74.7K +2,214 +20%
HCA
37
Harbour Capital Advisors
Virginia
$422K – – –
PAG
38
Private Advisor Group
New Jersey
$399K +$173K +5,124 +76%
FHA
39
First Horizon Advisors
Tennessee
$391K – – –
MIAN
40
Mariner Independent Advisor Network
Kansas
$383K +$383K +11,357 New
IIA
41
IPG Investment Advisors
California
$379K -$304K -9,000 -44%
JPMPWA
42
J.P. Morgan Private Wealth Advisors
California
$374K – – –
PWW
43
Pettyjohn Wood & White
Virginia
$363K – – –
Jane Street
44
Jane Street
New York
$356K -$101K -2,990 -22%
PP
45
Patten & Patten
Tennessee
$294K -$23.6K -700 -7%
Janney Montgomery Scott
46
Janney Montgomery Scott
Pennsylvania
$273K -$148K -4,395 -35%
BUB
47
BBVA USA Bancshares
Texas
$247K -$116K -3,444 -32%
MMG
48
Monetary Management Group
Missouri
$233K -$101K -3,000 -30%
US Bancorp
49
US Bancorp
Minnesota
$212K +$176K +5,182 +483%
JC
50
Jacobs & Co
California
$205K – – –
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2
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