IAT icon

iShares US Regional Banks ETF
IAT

Overview Fund Activity

159 hedge funds and large institutions have $969M invested in iShares US Regional Banks ETF in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 55 increasing their positions, 36 reducing their positions, and 8 closing their positions.

Holders
159
Holders Change
+29
Holders Change %
+22.31%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
38
Increased
55
Reduced
36
Closed
8
Calls
$816K
Puts
$506K
Net Calls
+$310K
Net Calls Change
-$514K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$611M
2
EE
2
EWG Elevate
California
$6.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$58.4M
4
EF
4
Empowered Funds
Pennsylvania
$3.58M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.34M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$8.35M
2
SI
2
Stephens Inc
Arkansas
$3.41M
3
FTUS
3
Flow Traders U.S.
New York
$547K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$531K
5
CFA
5
Carroll Financial Associates
North Carolina
$310K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.79M +$618K +10,000 +19%
NWM
27
Northcape Wealth Management
New York
$3.78M +$3.78M +61,141 New
EF
28
Empowered Funds
Pennsylvania
$3.58M +$3.58M +58,002 New
SI
29
Stephens Inc
Arkansas
$3.41M -$1.29M -20,888 -27%
KAS
30
Kestra Advisory Services
Texas
$2.63M -$51.1K -827 -2%
AFS
31
Aft Forsyth & Sober
Florida
$2.47M – – –
BCM
32
BTR Capital Management
California
$2.38M -$71.8K -1,162 -3%
HighTower Advisors
33
HighTower Advisors
Illinois
$2.37M -$159K -2,574 -6%
CWM
34
C2C Wealth Management
Arizona
$2.13M +$2.13M +34,534 New
AWM
35
AE Wealth Management
Kansas
$2.13M +$45.7K +740 +2%
TFA
36
Teamwork Financial Advisors
Texas
$2.09M +$57.3K +928 +3%
WDL
37
Well Done LLC
Michigan
$2.02M +$283K +4,587 +16%
SPIA
38
Steward Partners Investment Advisory
New York
$1.83M +$41.9K +678 +2%
CAM
39
Carret Asset Management
New York
$1.82M +$227K +3,670 +14%
TRCT
40
Tower Research Capital (TRC)
New York
$1.73M -$550K -8,898 -24%
BRWA
41
B. Riley Wealth Advisors
Florida
$1.62M +$1.62M +26,165 New
JPMPWA
42
J.P. Morgan Private Wealth Advisors
California
$1.31M +$82.1K +1,329 +7%
Creative Planning
43
Creative Planning
Kansas
$1.31M +$39.7K +643 +3%
OC
44
Oppenheimer & Co
New York
$1.31M +$1.31M +21,170 New
WB
45
WesBanco Bank
West Virginia
$1.21M +$2.78K +45 +0.2%
TFF
46
The Family Firm
Maryland
$1.18M +$7.97K +129 +0.7%
Citadel Advisors
47
Citadel Advisors
Florida
$1.14M +$351K +5,682 +44%
NSIM
48
North Star Investment Management
Illinois
$1.14M +$9.26K +150 +0.8%
CA
49
Cetera Advisors
Colorado
$1.11M +$470K +7,603 +74%
AI
50
Atria Investments
North Carolina
$1.03M +$1.03M +16,614 New
1
2
3 4 5