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iShares US Regional Banks ETF
IAT

Overview Fund Activity

143 hedge funds and large institutions have $349M invested in iShares US Regional Banks ETF in 2018 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
143
Holders Change
+19
Holders Change %
+15.32%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
30
Increased
55
Reduced
23
Closed
10
Calls
$1.37M
Puts
$1.59M
Net Calls
-$222K
Net Calls Change
+$276K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$46.8M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$8.69M
3
Wells Fargo
3
Wells Fargo
California
$27.2M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$9.97M
5
FIM
5
Foresters Investment Management
New York
$8.14M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$0
2
MC
2
Martin & Co
Tennessee
$3.4M
3
CS
3
Credit Suisse
Switzerland
$0
4
UBS Group
4
UBS Group
Switzerland
$23M
5
PFP
5
Pinnacle Financial Partners
Tennessee
$1.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
26
Oppenheimer & Co
New York
$2.14M -$24.6K -489 -1%
CA
27
Cetera Advisors
Colorado
$2.11M +$555K +10,947 +36%
MML Investors Services
28
MML Investors Services
Massachusetts
$2.1M +$618K +12,258 +42%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$2.09M +$1.38M +27,416 +195%
Citadel Advisors
30
Citadel Advisors
Florida
$1.96M +$243K +4,823 +14%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$1.78M +$1.78M +35,244 New
TRCT
32
Tower Research Capital (TRC)
New York
$1.56M +$494K +9,809 +46%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$1.55M +$983K +19,507 +172%
PFP
34
Pinnacle Financial Partners
Tennessee
$1.52M -$381K -7,564 -20%
MIAN
35
Mariner Independent Advisor Network
Kansas
$1.42M +$231K +4,577 +19%
NSIM
36
North Star Investment Management
Illinois
$1.34M +$2.52K +50 +0.2%
HighTower Advisors
37
HighTower Advisors
Illinois
$1.22M +$168K +3,320 +16%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$1.17M +$167K +3,318 +17%
UR
39
USCA RIA
Texas
$1.15M -$16K -318 -1%
SPC
40
Sigma Planning Corp
Michigan
$1.11M +$785K +15,585 +239%
EDRH
41
Edmond de Rothschild Holding
Switzerland
$1M +$1M +19,850 New
ASN
42
Advisory Services Network
Georgia
$987K +$501K +9,943 +103%
PAG
43
Private Advisor Group
New Jersey
$963K +$963K +19,123 New
SC
44
Scotia Capital
Ontario, Canada
$911K +$147K +2,919 +19%
FTIOP
45
Fiduciary Trust International of Pennsylvania
Pennsylvania
$895K -$39.5K -785 -4%
AA
46
AlphaMark Advisors
Kentucky
$886K -$35.2K -700 -4%
FAAS
47
First Allied Advisory Services
California
$859K +$50.6K +1,002 +6%
SWP
48
Stratos Wealth Partners
Ohio
$819K +$80.1K +1,590 +11%
EWA
49
EP Wealth Advisors
California
$812K -$357K -7,085 -31%
JIC
50
Joel Isaacson & Co
New York
$797K – – –
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