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iShares US Regional Banks ETF
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Overview Fund Activity

139 hedge funds and large institutions have $501M invested in iShares US Regional Banks ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 23 increasing their positions, 58 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
-27
Holders Change %
-16.27%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
23
Reduced
58
Closed
46
Calls
$1.01M
Puts
–
Net Calls
+$1.01M
Net Calls Change
-$263K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$8.16M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$2.46M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$3.44M
4
NFC
4
Northeast Financial Consultants
Connecticut
$1.24M
5
TRCT
5
Tower Research Capital (TRC)
New York
$1.22M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$341M
2
Morgan Stanley
2
Morgan Stanley
New York
$28.6M
3
SFI
3
SPC Financial Inc
Maryland
$329K
4
Wells Fargo
4
Wells Fargo
California
$14.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
CWM
26
C2C Wealth Management
Arizona
$1.44M -$334K -6,500 -19%
WWM
27
Western Wealth Management
Colorado
$1.33M – – –
NFC
28
Northeast Financial Consultants
Connecticut
$1.24M +$1.24M +25,200 New
TRCT
29
Tower Research Capital (TRC)
New York
$1.22M +$1.21M +24,613 +26,184%
TPSF
30
Texas Permanent School Fund
Texas
$1.14M +$1.14M +23,151 New
JPMPWA
31
J.P. Morgan Private Wealth Advisors
California
$1.07M -$28.4K -576 -3%
TFF
32
The Family Firm
Maryland
$968K +$20.4K +414 +2%
NSIM
33
North Star Investment Management
Illinois
$915K +$1.97K +40 +0.2%
AWS
34
Atria Wealth Solutions
New York
$855K -$1.12M -22,617 -57%
Stifel Financial
35
Stifel Financial
Missouri
$834K -$7.02M -142,427 -89%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$817K -$179K -3,629 -18%
EH
37
Equitable Holdings
New York
$794K -$17.4K -354 -2%
JIC
38
Joel Isaacson & Co
New York
$780K – – –
HF
39
HRT Financial
New York
$752K +$752K +15,266 New
TCA
40
Transcend Capital Advisors
New Jersey
$715K – – –
MIAN
41
Mariner Independent Advisor Network
Kansas
$656K -$53.8K -1,087 -8%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$649K -$81.1K -1,645 -11%
Jane Street
43
Jane Street
New York
$639K +$405K +8,221 +174%
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$630K -$663K -13,455 -51%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$580K +$355K +7,205 +158%
IA
46
IFP Advisors
Florida
$561K – – –
SCA
47
Snowden Capital Advisors
New York
$540K +$103K +2,090 +24%
WP
48
WealthShield Partners
North Carolina
$521K +$521K +10,580 New
Creative Planning
49
Creative Planning
Kansas
$508K -$647K -13,126 -56%
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$488K +$158K +3,209 +48%
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