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iShares US Regional Banks ETF
IAT

Overview Fund Activity

130 hedge funds and large institutions have $324M invested in iShares US Regional Banks ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 54 increasing their positions, 35 reducing their positions, and 13 closing their positions.

Holders
130
Holders Change
-1
Holders Change %
-0.76%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
54
Reduced
35
Closed
13
Calls
$650K
Puts
$213K
Net Calls
+$437K
Net Calls Change
-$288K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$31.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$18M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$5.86M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$7.86M

Top Sellers

1
SAM
1
Synergy Asset Management
Washington
$0
2
TIAM2
2
Tru Independence Asset Management 2
Oregon
$0
3
MFG
3
Magnus Financial Group
New York
$0
4
SMG
4
Spectrum Management Group
Indiana
$2.96M
5
Jane Street
5
Jane Street
New York
$572K
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$2.75M +$30.4K +529 +1%
BCM
27
BTR Capital Management
California
$2.32M -$20.1K -350 -0.9%
AFS
28
Aft Forsyth & Sober
Florida
$2.3M – – –
AWM
29
AE Wealth Management
Kansas
$1.95M +$293K +5,087 +18%
TFA
30
Teamwork Financial Advisors
Texas
$1.9M +$296K +5,151 +18%
HighTower Advisors
31
HighTower Advisors
Illinois
$1.77M +$863K +14,982 +95%
SPIA
32
Steward Partners Investment Advisory
New York
$1.6M +$76.5K +1,329 +5%
CAM
33
Carret Asset Management
New York
$1.45M +$34.8K +605 +2%
WDL
34
Well Done LLC
Michigan
$1.44M +$58.7K +1,020 +4%
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$1.31M -$264K -4,597 -17%
Creative Planning
36
Creative Planning
Kansas
$1.21M -$227K -3,942 -16%
TFF
37
The Family Firm
Maryland
$1.13M -$28.4K -493 -2%
WB
38
WesBanco Bank
West Virginia
$1.12M +$492K +8,557 +78%
Truist Financial
39
Truist Financial
North Carolina
$1.07M +$6.27K +109 +0.6%
NSIM
40
North Star Investment Management
Illinois
$1.05M – – –
AIM
41
Arcadia Investment Management
Michigan
$1.04M +$2.76K +48 +0.3%
FTUS
42
Flow Traders U.S.
New York
$1.02M +$649K +11,284 +175%
CFA
43
Carroll Financial Associates
North Carolina
$915K +$6.67K +116 +0.7%
JIC
44
Joel Isaacson & Co
New York
$910K – – –
TCA
45
Transcend Capital Advisors
New Jersey
$834K – – –
Renaissance Technologies
46
Renaissance Technologies
New York
$817K +$34.5K +600 +4%
CFGS
47
Concourse Financial Group Securities
Alabama
$816K -$748 -13 -0.1%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$716K -$42.4K -738 -6%
CA
49
Cetera Advisors
Colorado
$713K +$713K +12,391 New
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$648K -$700K -12,171 -52%
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