IAT icon

iShares US Regional Banks ETF
IAT

Overview Fund Activity

130 hedge funds and large institutions have $872M invested in iShares US Regional Banks ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
–
Holders Change %
0%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
51
Reduced
35
Closed
10
Calls
$824K
Puts
–
Net Calls
+$824K
Net Calls Change
+$387K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$559M
2
Wells Fargo
2
Wells Fargo
California
$37M
3
KAS
3
Kestra Advisory Services
Texas
$2.63M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.11M
5
Ameriprise
5
Ameriprise
Minnesota
$9.68M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$774K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$16.2M
3
SFI
3
SPC Financial Inc
Maryland
$19.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$51.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$2.48M +$623K +10,281 +33%
AFS
27
Aft Forsyth & Sober
Florida
$2.42M – – –
BCM
28
BTR Capital Management
California
$2.41M -$36.3K -600 -1%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$2.27M -$618K -10,199 -21%
TRCT
30
Tower Research Capital (TRC)
New York
$2.24M +$1.76M +29,137 +374%
AWM
31
AE Wealth Management
Kansas
$2.04M -$5.21K -86 -0.3%
TFA
32
Teamwork Financial Advisors
Texas
$1.99M -$11.2K -185 -0.6%
FTUS
33
Flow Traders U.S.
New York
$1.79M +$712K +11,763 +66%
SPIA
34
Steward Partners Investment Advisory
New York
$1.75M +$64.1K +1,058 +4%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$1.74M -$1.36M -22,449 -44%
WDL
36
Well Done LLC
Michigan
$1.71M +$192K +3,178 +13%
CAM
37
Carret Asset Management
New York
$1.56M +$31.2K +515 +2%
TFF
38
The Family Firm
Maryland
$1.25M -$40.8K -623 -3%
Creative Planning
39
Creative Planning
Kansas
$1.24M -$27K -445 -2%
AIM
40
Arcadia Investment Management
Michigan
$1.22M +$128K +2,112 +12%
JPMPWA
41
J.P. Morgan Private Wealth Advisors
California
$1.2M -$176K -2,908 -13%
WB
42
WesBanco Bank
West Virginia
$1.18M – – –
NSIM
43
North Star Investment Management
Illinois
$1.11M – – –
CFA
44
Carroll Financial Associates
North Carolina
$1.04M +$72.6K +1,199 +8%
Bank of Montreal
45
Bank of Montreal
Ontario, Canada
$1.02M +$601K +9,705 +143%
JIC
46
Joel Isaacson & Co
New York
$958K – – –
TCA
47
Transcend Capital Advisors
New Jersey
$951K – – –
CFGS
48
Concourse Financial Group Securities
Alabama
$891K +$31.8K +526 +4%
Citadel Advisors
49
Citadel Advisors
Florida
$774K -$4.59M -75,819 -86%
JPMorgan Chase & Co
50
JPMorgan Chase & Co
New York
$744K -$9.75K -161 -1%
1
2
3 4 5