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iShares US Regional Banks ETF
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Overview Fund Activity

95 hedge funds and large institutions have $74.6M invested in iShares US Regional Banks ETF in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 13 closing their positions.

Holders
95
Holders Change
+6
Holders Change %
+6.74%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
30
Reduced
19
Closed
13
Calls
$917K
Puts
$555K
Net Calls
+$362K
Net Calls Change
+$353K

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$5.52M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.65M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.69M
4
MIAN
4
Mariner Independent Advisor Network
Kansas
$1.31M
5
UBS Group
5
UBS Group
Switzerland
$3.52M

Top Sellers

1
BCM
1
BTR Capital Management
California
$1.75M
2
CS
2
Credit Suisse
Switzerland
$840K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$589K
4
TRCT
4
Tower Research Capital (TRC)
New York
$241K
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FWCM
26
Ferguson Wellman Capital Management
Oregon
$585K 17,302 -5,920 -25%
TFF
27
The Family Firm
Maryland
$552K 16,328 +4,461 +38%
JIC
28
Joel Isaacson & Co
New York
$535K 15,825 – –
TCA
29
Transcend Capital Advisors
New Jersey
$490K 14,500 – –
Goldman Sachs
30
Goldman Sachs
New York
$450K 13,300 -769 -5%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$440K 13,005 +1,626 +14%
Creative Planning
32
Creative Planning
Kansas
$394K 11,656 +11,656 New
SFSG
33
Stearns Financial Services Group
North Carolina
$367K 10,853 +10,853 New
JPMPWA
34
J.P. Morgan Private Wealth Advisors
California
$364K 10,772 – –
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$330K 9,757 -1,484 -13%
AA
36
AlphaMark Advisors
Kentucky
$326K 9,645 -800 -8%
PP
37
Patten & Patten
Tennessee
$324K 9,585 +1,750 +22%
Truist Financial
38
Truist Financial
North Carolina
$312K 9,220 +9,220 New
CFGS
39
Concourse Financial Group Securities
Alabama
$293K 8,655 +850 +11%
NFG
40
Next Financial Group
Texas
$289K 8,551 +1,871 +28%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$282K 4,910 – –
Envestnet Asset Management
42
Envestnet Asset Management
Illinois
$281K 8,323 +433 +5%
PAG
43
Private Advisor Group
New Jersey
$281K 8,307 +522 +7%
PWW
44
Pettyjohn Wood & White
Virginia
$277K 8,200 -800 -9%
TRCT
45
Tower Research Capital (TRC)
New York
$241K 7,136 -38,784 -84%
NRS
46
Neville Rodie & Shaw
New York
$232K 6,850 -750 -10%
ECA
47
Elevated Capital Advisors
Utah
$232K 6,609 +6,609 New
OIA
48
OneDigital Investment Advisors
Kansas
$211K 6,232 +6,232 New
FAAS
49
First Allied Advisory Services
California
$211K 6,240 +6,240 New
BA
50
Ballew Advisors
Mississippi
$209K 6,568 +6,568 New
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