IAT icon

iShares US Regional Banks ETF
IAT

Overview Fund Activity

133 hedge funds and large institutions have $333M invested in iShares US Regional Banks ETF in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
-4
Holders Change %
-2.92%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
13
Increased
52
Reduced
32
Closed
16
Calls
$578K
Puts
$955K
Net Calls
-$377K
Net Calls Change
+$20K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$13.3M
2
RJA
2
Raymond James & Associates
Florida
$9.33M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$2.93M
4
Jane Street
4
Jane Street
New York
$2.13M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$4.37M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.9M
2
VC
2
Vestor Capital
Illinois
$0
3
DCM
3
Donaldson Capital Management
Indiana
$1.02M
4
Wells Fargo
4
Wells Fargo
California
$27.4M
5
VF
5
Virtu Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$2.13M +$2.13M +43,517 New
HighTower Advisors
27
HighTower Advisors
Illinois
$2.06M +$69.8K +1,425 +4%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$2.06M -$1.19M -24,281 -37%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$1.82M -$114K -2,316 -6%
UR
30
USCA RIA
Texas
$1.67M +$703K +14,353 +73%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$1.59M -$7.11K -145 -0.4%
ASN
32
Advisory Services Network
Georgia
$1.43M +$332K +6,773 +30%
CS
33
Credit Suisse
Switzerland
$1.41M +$1.11M +22,702 +374%
NSIM
34
North Star Investment Management
Illinois
$1.31M – – –
PAG
35
Private Advisor Group
New Jersey
$1.24M +$517K +10,548 +72%
PFP
36
Pinnacle Financial Partners
Tennessee
$1.23M -$11.6K -236 -0.9%
MIAN
37
Mariner Independent Advisor Network
Kansas
$1.16M +$179K +3,650 +18%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$1.08M +$441 +9 +0%
DCM
39
Donaldson Capital Management
Indiana
$1.02M -$1.8M -36,668 -64%
SC
40
Scotia Capital
Ontario, Canada
$946K +$69.4K +1,416 +8%
AA
41
AlphaMark Advisors
Kentucky
$916K +$44.1K +900 +5%
MFG
42
Merit Financial Group
Georgia
$851K +$56.9K +1,161 +7%
FAAS
43
First Allied Advisory Services
California
$835K +$196K +4,003 +31%
SWP
44
Stratos Wealth Partners
Ohio
$820K +$22.7K +462 +3%
LTFS
45
Ladenburg Thalmann Financial Services
Florida
$793K -$718K -14,647 -48%
JIC
46
Joel Isaacson & Co
New York
$776K – – –
AG
47
Advisor Group
Arizona
$758K +$154K +3,143 +26%
CWM
48
Cornerstone Wealth Management
Missouri
$749K -$40.4K -1,910 -5%
EWA
49
EP Wealth Advisors
California
$677K -$87.9K -1,794 -11%
SB
50
Suntrust Banks
Georgia
$630K +$69.3K +1,415 +12%
1
2
3 4 5