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iShares US Regional Banks ETF
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Overview Fund Activity

116 hedge funds and large institutions have $208M invested in iShares US Regional Banks ETF in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 52 reducing their positions, and 35 closing their positions.

Holders
116
Holders Change
-17
Holders Change %
-12.78%
% of All Funds
2.59%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
20
Reduced
52
Closed
35
Calls
$570K
Puts
$44K
Net Calls
+$526K
Net Calls Change
+$903K

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$20M
2
FWCM
2
Ferguson Wellman Capital Management
Oregon
$3.35M
3
LNC
3
Lincoln National Corp
Pennsylvania
$3.03M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.33M
5
NRS
5
Neville Rodie & Shaw
New York
$2.02M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.1M
2
SFI
2
SPC Financial Inc
Maryland
$0
3
Wells Fargo
3
Wells Fargo
California
$11.3M
4
Bank of America
4
Bank of America
North Carolina
$30.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$1.24M 31,177 -28,501 -48%
PAG
27
Private Advisor Group
New Jersey
$1.15M 28,744 +3,486 +14%
HighTower Advisors
28
HighTower Advisors
Illinois
$1.05M 26,130 -15,920 -38%
Citadel Advisors
29
Citadel Advisors
Florida
$1.01M 25,371 -33,225 -57%
MIAN
30
Mariner Independent Advisor Network
Kansas
$942K 22,860 -908 -4%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$915K 22,972 -18,999 -45%
NSIM
32
North Star Investment Management
Illinois
$903K 22,675 -3,975 -15%
Bank of Montreal
33
Bank of Montreal
Ontario, Canada
$804K 20,189 +15,334 +316%
WPW
34
Waldron Private Wealth
Pennsylvania
$804K 20,200 +20,200 New
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$790K 19,822 -2,288 -10%
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$778K 19,546 +3,361 +21%
AA
37
AlphaMark Advisors
Kentucky
$705K 17,696 -999 -5%
SC
38
Scotia Capital
Ontario, Canada
$697K 17,495 -1,802 -9%
MFG
39
Merit Financial Group
Georgia
$670K 16,820 -551 -3%
JIC
40
Joel Isaacson & Co
New York
$669K 15,825 – –
FAAS
41
First Allied Advisory Services
California
$664K 16,683 -346 -2%
WIC
42
Woodmont Investment Counsel
Tennessee
$634K 15,925 +9,850 +162%
CS
43
Credit Suisse
Switzerland
$626K 15,716 -13,059 -45%
SWP
44
Stratos Wealth Partners
Ohio
$624K 15,673 -1,052 -6%
TRCT
45
Tower Research Capital (TRC)
New York
$543K 13,626 -32,176 -70%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$542K 13,602 +13,602 New
Jane Street
47
Jane Street
New York
$516K 12,956 -30,561 -70%
AG
48
Advisor Group
Arizona
$501K 12,592 -2,863 -19%
NFG
49
Next Financial Group
Texas
$490K 12,293 +9,728 +379%
DCM
50
Donaldson Capital Management
Indiana
$481K 12,082 -8,722 -42%
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