IAT icon

iShares US Regional Banks ETF
IAT

Overview Fund Activity

166 hedge funds and large institutions have $932M invested in iShares US Regional Banks ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 62 increasing their positions, 40 reducing their positions, and 18 closing their positions.

Holders
166
Holders Change
+7
Holders Change %
+4.4%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
62
Reduced
40
Closed
18
Calls
$1.59M
Puts
$312K
Net Calls
+$1.27M
Net Calls Change
+$963K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$72.5M
2
UBS Group
2
UBS Group
Switzerland
$15.8M
3
LPL Financial
3
LPL Financial
California
$9.91M
4
US Bancorp
4
US Bancorp
Minnesota
$13.1M
5
Truist Financial
5
Truist Financial
North Carolina
$3.09M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$560M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$1.55M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.19M
4
TRCT
4
Tower Research Capital (TRC)
New York
$6K
5
Goldman Sachs
5
Goldman Sachs
New York
$3.26M
Name Market Value Shares Shares
Change 		Shares
Change %
KAS
26
Kestra Advisory Services
Texas
$3.46M 58,674 +16,038 +38%
Goldman Sachs
27
Goldman Sachs
New York
$3.26M 55,251 -28,596 -34%
Truist Financial
28
Truist Financial
North Carolina
$3.09M 52,358 +43,104 +466%
WDL
29
Well Done LLC
Michigan
$2.87M 48,686 +15,939 +49%
CAN
30
Cetera Advisor Networks
California
$2.82M 47,908 +39,489 +469%
SI
31
Stephens Inc
Arkansas
$2.58M 43,698 -11,542 -21%
AFS
32
Aft Forsyth & Sober
Florida
$2.36M 40,000 – –
AWS
33
Atria Wealth Solutions
New York
$2.36M 39,954 +39,954 New
HighTower Advisors
34
HighTower Advisors
Illinois
$2.31M 39,209 +786 +2%
BCM
35
BTR Capital Management
California
$2.19M 37,224 -1,383 -4%
CWM
36
C2C Wealth Management
Arizona
$1.99M 34,534 – –
CAM
37
Carret Asset Management
New York
$1.82M 30,805 +1,385 +5%
WWM
38
Western Wealth Management
Colorado
$1.59M 27,022 +27,022 New
Rockefeller Capital Management
39
Rockefeller Capital Management
New York
$1.55M 26,240 -94,635 -78%
Marshall Wace
40
Marshall Wace
United Kingdom
$1.54M 26,039 +26,039 New
Creative Planning
41
Creative Planning
Kansas
$1.38M 23,440 +2,274 +11%
AWM
42
AE Wealth Management
Kansas
$1.31M 22,242 -12,229 -35%
JPMPWA
43
J.P. Morgan Private Wealth Advisors
California
$1.31M 22,197 +1,006 +5%
CA
44
Cetera Advisors
Colorado
$1.3M 22,104 +4,203 +23%
TFA
45
Teamwork Financial Advisors
Texas
$1.27M 21,568 -12,229 -36%
AI
46
Atria Investments
North Carolina
$1.24M 21,082 +4,468 +27%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$1.19M 20,203 -41,153 -67%
WB
48
WesBanco Bank
West Virginia
$1.15M 19,578 – –
TFF
49
The Family Firm
Maryland
$1.13M 19,229 +80 +0.4%
NSIM
50
North Star Investment Management
Illinois
$1.09M 18,535 +135 +0.7%
1
2
3 4 5