IAT icon

iShares US Regional Banks ETF
IAT

Overview Fund Activity

124 hedge funds and large institutions have $299M invested in iShares US Regional Banks ETF in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 35 increasing their positions, 37 reducing their positions, and 8 closing their positions.

Holders
124
Holders Change
+21
Holders Change %
+20.39%
% of All Funds
2.82%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
30
Increased
35
Reduced
37
Closed
8
Calls
$1.01M
Puts
$1.51M
Net Calls
-$498K
Net Calls Change
-$1.27M

Top Buyers

1
FIM
1
Foresters Investment Management
New York
$4.71M
2
UBS Group
2
UBS Group
Switzerland
$24.3M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$7.92M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$6.04M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.96M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$3.73M
2
TSS
2
Two Sigma Securities
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$34.8M
4
NFG
4
Next Financial Group
Texas
$0
5
CS
5
Credit Suisse
Switzerland
$2.09M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$2.34M 47,508 -19,392 -29%
OC
27
Oppenheimer & Co
New York
$2.12M 42,908 -14,767 -26%
CS
28
Credit Suisse
Switzerland
$2.09M 42,309 -41,177 -49%
PFP
29
Pinnacle Financial Partners
Tennessee
$1.86M 37,657 -4,893 -11%
Citadel Advisors
30
Citadel Advisors
Florida
$1.68M 33,986 +22,215 +189%
CA
31
Cetera Advisors
Colorado
$1.51M 30,565 +1,002 +3%
MML Investors Services
32
MML Investors Services
Massachusetts
$1.45M 29,345 +3,820 +15%
NSIM
33
North Star Investment Management
Illinois
$1.31M 26,500 -150 -0.6%
MIAN
34
Mariner Independent Advisor Network
Kansas
$1.17M 23,655 -1,714 -7%
EWA
35
EP Wealth Advisors
California
$1.14M 23,214 -5,990 -21%
UR
36
USCA RIA
Texas
$1.14M 23,196 +9,366 +68%
TRCT
37
Tower Research Capital (TRC)
New York
$1.05M 21,220 +21,220 New
HighTower Advisors
38
HighTower Advisors
Illinois
$1.02M 20,785 +5,265 +34%
Janney Montgomery Scott
39
Janney Montgomery Scott
Pennsylvania
$977K 19,814 -12,789 -39%
FTIOP
40
Fiduciary Trust International of Pennsylvania
Pennsylvania
$915K 18,555 +18,555 New
AA
41
AlphaMark Advisors
Kentucky
$902K 18,295 +150 +0.8%
FAAS
42
First Allied Advisory Services
California
$790K 16,022 -9,033 -36%
JIC
43
Joel Isaacson & Co
New York
$780K 15,825 – –
SC
44
Scotia Capital
Ontario, Canada
$729K 15,166 -504 -3%
SWP
45
Stratos Wealth Partners
Ohio
$723K 14,662 +2,921 +25%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$694K 14,083 +340 +2%
Handelsbanken Fonder
47
Handelsbanken Fonder
Sweden
$690K 14,000 -1,000 -7%
SB
48
Suntrust Banks
Georgia
$611K 12,386 -25,147 -67%
IH
49
IFC Holdings
Florida
$608K 12,291 +142 +1%
SI
50
SII Investments
Wisconsin
$602K 12,274 +2,359 +24%
1
2
3 4 5