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iShares US Regional Banks ETF
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Overview Fund Activity

131 hedge funds and large institutions have $291M invested in iShares US Regional Banks ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 43 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+25
Holders Change %
+23.58%
% of All Funds
2.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
43
Reduced
24
Closed
9
Calls
$725K
Puts
–
Net Calls
+$725K
Net Calls Change
+$725K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$49.1M
2
Wells Fargo
Wells Fargo
California
$24.6M
3
SFI
SPC Financial Inc
Maryland
$19.9M
4
Bank of America
Bank of America
North Carolina
$30.9M
5
MWM
MinichMacGregor Wealth Management
New York
$9.39M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$0
2
Citadel Advisors
Citadel Advisors
Florida
$1.13M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$747K
4
HF
HRT Financial
New York
$0
5
CS
Credit Suisse
Switzerland
$680K
Name Holding Trade Value Shares
Change 		Shares
Change %
AFS
26
Aft Forsyth & Sober
Florida
$2.27M +$2.27M +40,000 New
TIAM2
27
Tru Independence Asset Management 2
Oregon
$2.12M +$2.12M +37,428 New
MFG
28
Magnus Financial Group
New York
$1.97M +$1.97M +34,818 New
AWM
29
AE Wealth Management
Kansas
$1.63M -$94.3K -1,664 -5%
TFA
30
Teamwork Financial Advisors
Texas
$1.58M -$131K -2,308 -8%
JPMPWA
31
J.P. Morgan Private Wealth Advisors
California
$1.55M +$704K +12,430 +83%
SPIA
32
Steward Partners Investment Advisory
New York
$1.5M +$1.31M +23,185 +697%
Jane Street
33
Jane Street
New York
$1.45M +$1.45M +25,505 New
Creative Planning
34
Creative Planning
Kansas
$1.41M -$63.6K -1,122 -4%
CAM
35
Carret Asset Management
New York
$1.4M +$119K +2,105 +9%
WDL
36
Well Done LLC
Michigan
$1.36M +$1.36M +23,962 New
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$1.33M +$739K +13,051 +126%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$1.19M -$222K -3,909 -16%
TFF
39
The Family Firm
Maryland
$1.14M +$283 +5 +0%
Citadel Advisors
40
Citadel Advisors
Florida
$1.13M -$3.24M -57,117 -74%
Truist Financial
41
Truist Financial
North Carolina
$1.04M +$464K +8,179 +80%
NSIM
42
North Star Investment Management
Illinois
$1.03M – – –
AIM
43
Arcadia Investment Management
Michigan
$1.02M +$951K +16,775 +1,398%
JIC
44
Joel Isaacson & Co
New York
$897K – – –
CFA
45
Carroll Financial Associates
North Carolina
$895K +$630K +11,116 +237%
HighTower Advisors
46
HighTower Advisors
Illinois
$892K – – –
GCA
47
Genesee Capital Advisors
New York
$851K +$851K +15,009 New
BFEC
48
Benjamin F. Edwards & Company
Missouri
$835K +$261K +4,613 +46%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$826K +$577K +10,183 +231%
TCA
50
Transcend Capital Advisors
New Jersey
$822K – – –
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