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iShares US Regional Banks ETF
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Overview Fund Activity

89 hedge funds and large institutions have $55.8M invested in iShares US Regional Banks ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 35 reducing their positions, and 30 closing their positions.

Holders
89
Holders Change
-20
Holders Change %
-18.35%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
18
Reduced
35
Closed
30
Calls
$9K
Puts
–
Net Calls
+$9K
Net Calls Change
-$409K

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$2.62M
2
Bank of America
2
Bank of America
North Carolina
$8.66M
3
Jane Street
3
Jane Street
New York
$1.03M
4
TRCT
4
Tower Research Capital (TRC)
New York
$1.33M
5
Goldman Sachs
5
Goldman Sachs
New York
$407K

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$109K
2
UBS Group
2
UBS Group
Switzerland
$1.95M
3
OSNBOA
3
Old Second National Bank of Aurora
Illinois
$13K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.32M
5
Stifel Financial
5
Stifel Financial
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SPIA
26
Steward Partners Investment Advisory
New York
$400K +$83.5K +2,891 +26%
TFF
27
The Family Firm
Maryland
$343K +$123K +4,271 +56%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$329K -$279K -9,664 -46%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$325K -$39.1K -1,352 -11%
JPMPWA
30
J.P. Morgan Private Wealth Advisors
California
$311K -$23.1K -800 -7%
AA
31
AlphaMark Advisors
Kentucky
$302K – – –
EFSCE
32
Enterprise Financial Services Corp (EFSC)
Missouri
$290K +$23.2K +804 +9%
Carson Wealth (CWM LLC)
33
Carson Wealth (CWM LLC)
Nebraska
$282K – – –
IP
34
Isthmus Partners
Wisconsin
$278K +$278K +9,600 New
AIC
35
Ameritas Investment Company
Nebraska
$269K +$186K +6,881 +226%
CA
36
Cetera Advisors
Colorado
$263K -$36.2K -1,250 -12%
PWW
37
Pettyjohn Wood & White
Virginia
$260K -$23.1K -800 -8%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$228K -$108K -3,734 -32%
PP
39
Patten & Patten
Tennessee
$227K – – –
CFGS
40
Concourse Financial Group Securities
Alabama
$226K +$637 +22 +0.3%
PAG
41
Private Advisor Group
New Jersey
$225K -$132K -4,563 -37%
WIC
42
Woodmont Investment Counsel
Tennessee
$220K -$57.9K -2,000 -21%
NRS
43
Neville Rodie & Shaw
New York
$220K -$25.3K -875 -10%
NFG
44
Next Financial Group
Texas
$193K +$42.8K +1,483 +29%
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$175K +$15.1K +521 +9%
LPIC
46
LeJeune Puetz Investment Counsel
Michigan
$172K – – –
FHA
47
First Horizon Advisors
Tennessee
$146K +$29 +1 +0%
William Blair & Company
48
William Blair & Company
Illinois
$139K -$33.2K -1,148 -19%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$109K -$4.59M -159,122 -98%
SF
50
Synovus Financial
Georgia
$100K +$30.7K +1,064 +44%
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