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iShares US Regional Banks ETF
IAT

Overview Fund Activity

124 hedge funds and large institutions have $261M invested in iShares US Regional Banks ETF in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
124
Holders Change
+15
Holders Change %
+13.76%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
26
Increased
43
Reduced
31
Closed
8
Calls
$1.31M
Puts
$532K
Net Calls
+$781K
Net Calls Change
+$518K

Top Buyers

1
SFI
1
SPC Financial Inc
Maryland
$9.85M
2
Bank of America
2
Bank of America
North Carolina
$33M
3
Wells Fargo
3
Wells Fargo
California
$28.5M
4
RJA
4
Raymond James & Associates
Florida
$4.41M
5
Morgan Stanley
5
Morgan Stanley
New York
$23.3M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$0
2
Citigroup
2
Citigroup
New York
$4.58M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$893K
4
Goldman Sachs
4
Goldman Sachs
New York
$412K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
26
Oppenheimer & Co
New York
$2.49M -$885K -19,756 -26%
PFP
27
Pinnacle Financial Partners
Tennessee
$2.25M +$110K +2,457 +5%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$2.23M +$1.61K +36 +0.1%
Citadel Advisors
29
Citadel Advisors
Florida
$2.16M +$1.74M +38,897 +415%
VC
30
Vestor Capital
Illinois
$2.13M +$2.13M +47,460 New
B
31
Barings
North Carolina
$2.06M +$2.06M +45,896 New
BAM
32
Baring Asset Management
United Kingdom
$2.06M -$355K -7,937 -15%
NFG
33
Next Financial Group
Texas
$2.05M -$49K -1,102 -2%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$2.05M +$1.08M +24,019 +110%
DCM
35
Donaldson Capital Management
Indiana
$1.97M +$175K +3,911 +10%
SCI
36
Stableford Capital II
Arizona
$1.78M -$213K -4,752 -11%
TRCT
37
Tower Research Capital (TRC)
New York
$1.65M +$1.65M +36,866 New
SB
38
Suntrust Banks
Georgia
$1.56M +$505K +11,273 +48%
SC
39
Scotia Capital
Ontario, Canada
$1.29M +$720K +16,043 +125%
CIBC World Market
40
CIBC World Market
Ontario, Canada
$1.08M +$79.4K +1,773 +8%
SPC
41
Sigma Planning Corp
Michigan
$1.07M +$287K +6,405 +37%
CA
42
Cetera Advisors
Colorado
$1.01M +$529K +11,842 +109%
PAG
43
Private Advisor Group
New Jersey
$977K +$571K +13,005 +141%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$893K -$5.05M -112,696 -85%
AA
45
AlphaMark Advisors
Kentucky
$817K +$45.7K +1,020 +6%
IAA
46
Independent Advisor Alliance
North Carolina
$796K +$796K +18,120 New
WIC
47
Woodmont Investment Counsel
Tennessee
$747K – – –
AG
48
Advisor Group
Arizona
$731K +$442K +9,863 +153%
JIC
49
Joel Isaacson & Co
New York
$709K – – –
BPC
50
Banque Pictet & Cie
Switzerland
$695K -$540K -12,045 -44%
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