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iShares US Regional Banks ETF
IAT

Overview Fund Activity

109 hedge funds and large institutions have $117M invested in iShares US Regional Banks ETF in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 22 increasing their positions, 38 reducing their positions, and 14 closing their positions.

Holders
109
Holders Change
+5
Holders Change %
+4.81%
% of All Funds
2.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
22
Reduced
38
Closed
14
Calls
$418K
Puts
–
Net Calls
+$418K
Net Calls Change
-$2.49M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.7M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.54M
3
Bank of America
3
Bank of America
North Carolina
$12M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.79M
5
Truist Financial
5
Truist Financial
North Carolina
$662K

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$8.3M
3
CS
3
Credit Suisse
Switzerland
$0
4
UBS Group
4
UBS Group
Switzerland
$7.18M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$692K
Name Holding Trade Value Shares
Change 		Shares
Change %
LTFS
26
Ladenburg Thalmann Financial Services
Florida
$692K -$715K -15,904 -51%
Truist Financial
27
Truist Financial
North Carolina
$662K +$662K +12,977 New
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$642K -$14.9K -292 -2%
PAG
29
Private Advisor Group
New Jersey
$629K -$29.4K -577 -4%
PFP
30
Pinnacle Financial Partners
Tennessee
$624K +$166K +3,263 +36%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$592K +$45.7K +897 +8%
JPMPWA
32
J.P. Morgan Private Wealth Advisors
California
$590K +$25K +490 +4%
SPIA
33
Steward Partners Investment Advisory
New York
$558K +$100K +1,972 +22%
AA
34
AlphaMark Advisors
Kentucky
$532K – – –
CA
35
Cetera Advisors
Colorado
$527K -$686K -13,463 -57%
MIAN
36
Mariner Independent Advisor Network
Kansas
$525K -$96.1K -1,882 -15%
PWW
37
Pettyjohn Wood & White
Virginia
$500K – – –
HighTower Advisors
38
HighTower Advisors
Illinois
$490K +$208K +4,076 +74%
WIC
39
Woodmont Investment Counsel
Tennessee
$489K – – –
FAAS
40
First Allied Advisory Services
California
$477K -$5.39K -106 -1%
EFSCE
41
Enterprise Financial Services Corp (EFSC)
Missouri
$471K +$233K +4,575 +98%
SWP
42
Stratos Wealth Partners
Ohio
$462K +$407 +8 +0.1%
NRS
43
Neville Rodie & Shaw
New York
$432K -$461K -9,050 -52%
IAA
44
Independent Advisor Alliance
North Carolina
$430K +$430K +8,431 New
APW
45
Aurora Private Wealth
New Jersey
$418K +$418K +8,198 New
PP
46
Patten & Patten
Tennessee
$399K – – –
CFGS
47
Concourse Financial Group Securities
Alabama
$397K +$157K +3,070 +65%
IFS
48
Ifrah Financial Services
Arkansas
$392K +$392K +7,700 New
TFF
49
The Family Firm
Maryland
$387K +$5.96K +117 +2%
BA
50
Ballew Advisors
Mississippi
$384K -$17.9K -356 -4%
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