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iShares US Regional Banks ETF
IAT

Overview Fund Activity

88 hedge funds and large institutions have $240M invested in iShares US Regional Banks ETF in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+8
Holders Change %
+10%
% of All Funds
2.31%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
14
Increased
28
Reduced
22
Closed
6
Calls
$37K
Puts
$297K
Net Calls
-$260K
Net Calls Change
-$296K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$4.14M
2
UBS Group
2
UBS Group
Switzerland
$13.6M
3
SG Americas Securities
3
SG Americas Securities
New York
$2.46M
4
Wells Fargo
4
Wells Fargo
California
$7M
5
Ameriprise
5
Ameriprise
Minnesota
$2.33M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$17.3M
2
Bank of America
2
Bank of America
North Carolina
$10.7M
3
HCA
3
Harbour Capital Advisors
Virginia
$0
4
MIAN
4
Mariner Independent Advisor Network
Kansas
$0
5
PFP
5
Pinnacle Financial Partners
Tennessee
$966K
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
26
Next Financial Group
Texas
$1.3M +$331K +9,481 +34%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.28M +$194K +5,559 +18%
V
28
Veritable
Delaware
$1.05M – – –
PVH
29
Psagot Value Holdings
Israel
$1.05M +$1.05M +30,000 New
RJA
30
Raymond James & Associates
Florida
$970K +$450K +12,886 +87%
PFP
31
Pinnacle Financial Partners
Tennessee
$966K -$379K -10,836 -28%
TRCT
32
Tower Research Capital (TRC)
New York
$927K +$917K +26,230 +8,743%
Stifel Financial
33
Stifel Financial
Missouri
$902K +$96.2K +2,751 +12%
VFS
34
VSR Financial Services
Kansas
$729K – – –
AA
35
AlphaMark Advisors
Kentucky
$692K -$6.99K -200 -1%
DCM
36
Donaldson Capital Management
Indiana
$691K -$8.74K -250 -1%
Truist Financial
37
Truist Financial
North Carolina
$643K – – –
LTFS
38
Ladenburg Thalmann Financial Services
Florida
$640K +$602K +17,222 +1,583%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$620K +$337K +9,655 +119%
VF
40
Virtu Financial
New York
$528K +$528K +15,093 New
PAS
41
Partnervest Advisory Services
California
$499K +$6.64K +190 +1%
FAAS
42
First Allied Advisory Services
California
$494K -$27.8K -809 -5%
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$478K +$90K +2,575 +23%
PAG
44
Private Advisor Group
New Jersey
$422K +$8.28K +237 +2%
IIA
45
IPG Investment Advisors
California
$420K +$26.2K +750 +7%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$407K -$59.3K -1,695 -13%
FHA
47
First Horizon Advisors
Tennessee
$406K – – –
WP
48
WealthPLAN Partners
Nebraska
$383K +$383K +32,775 New
PWW
49
Pettyjohn Wood & White
Virginia
$370K -$7K -200 -2%
PP
50
Patten & Patten
Tennessee
$305K – – –
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