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iShares US Regional Banks ETF
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Overview Fund Activity

92 hedge funds and large institutions have $61.6M invested in iShares US Regional Banks ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
92
Holders Change
-3
Holders Change %
-3.16%
% of All Funds
1.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
22
Reduced
32
Closed
9
Calls
$301K
Puts
–
Net Calls
+$301K
Net Calls Change
-$61K

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.28M
3
TRCT
3
Tower Research Capital (TRC)
New York
$1M
4
PAG
4
Private Advisor Group
New Jersey
$1.02M
5
Goldman Sachs
5
Goldman Sachs
New York
$804K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.18M
2
Bank of America
2
Bank of America
North Carolina
$8.71M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.76M
4
SPIA
4
Steward Partners Investment Advisory
New York
$108K
5
MIAN
5
Mariner Independent Advisor Network
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
26
Creative Planning
Kansas
$435K 13,279 +1,623 +14%
SFSG
27
Stearns Financial Services Group
North Carolina
$414K 12,643 +1,790 +16%
FWCM
28
Ferguson Wellman Capital Management
Oregon
$413K 12,600 -4,702 -27%
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$395K 12,070 +1,298 +12%
Truist Financial
30
Truist Financial
North Carolina
$340K 10,398 +1,178 +13%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$339K 10,361 -2,644 -20%
Ameriprise
32
Ameriprise
Minnesota
$338K 10,316 -22,742 -69%
PP
33
Patten & Patten
Tennessee
$314K 9,585 – –
AA
34
AlphaMark Advisors
Kentucky
$311K 9,495 -150 -2%
ECA
35
Elevated Capital Advisors
Utah
$310K 7,341 +732 +11%
CFGS
36
Concourse Financial Group Securities
Alabama
$308K 9,415 +760 +9%
NFG
37
Next Financial Group
Texas
$299K 9,145 +594 +7%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$284K 8,686 -1,071 -11%
Carson Wealth (CWM LLC)
39
Carson Wealth (CWM LLC)
Nebraska
$282K 4,910 – –
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$276K 8,422 -8,987 -52%
PWW
41
Pettyjohn Wood & White
Virginia
$262K 8,000 -200 -2%
BA
42
Ballew Advisors
Mississippi
$250K 7,130 +562 +9%
Stifel Financial
43
Stifel Financial
Missouri
$208K 6,348 +297 +5%
FAAS
44
First Allied Advisory Services
California
$201K 6,140 -100 -2%
EAM
45
Evanson Asset Management
California
$200K 6,100 – –
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$187K 5,716 -187 -3%
ASN
47
Advisory Services Network
Georgia
$180K 5,483 +5,483 New
FHA
48
First Horizon Advisors
Tennessee
$163K 4,968 -99 -2%
CFA
49
Carroll Financial Associates
North Carolina
$153K 4,682 – –
Franklin Resources
50
Franklin Resources
California
$125K 3,825 – –
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