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iShares US Regional Banks ETF
IAT

Overview Fund Activity

133 hedge funds and large institutions have $446M invested in iShares US Regional Banks ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
-6
Holders Change %
-4.32%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
35
Reduced
49
Closed
19
Calls
$420K
Puts
–
Net Calls
+$420K
Net Calls Change
-$590K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.37M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$4.14M
3
UBS Group
3
UBS Group
Switzerland
$4.07M
4
WP
4
WealthShield Partners
North Carolina
$973K
5
AR
5
Apeiron RIA
Texas
$359K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$316M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.2M
3
Wells Fargo
3
Wells Fargo
California
$8.62M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.63M
5
KAS
5
Kestra Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
26
Tower Research Capital (TRC)
New York
$1.34M +$156K +3,268 +13%
WWM
27
Western Wealth Management
Colorado
$1.29M +$2.1K +44 +0.2%
NFC
28
Northeast Financial Consultants
Connecticut
$1.2M – – –
JPMPWA
29
J.P. Morgan Private Wealth Advisors
California
$1.2M +$170K +3,564 +16%
TPSF
30
Texas Permanent School Fund
Texas
$1.11M – – –
WP
31
WealthShield Partners
North Carolina
$973K +$468K +9,800 +93%
Stifel Financial
32
Stifel Financial
Missouri
$892K +$83.4K +1,746 +10%
NSIM
33
North Star Investment Management
Illinois
$887K – – –
TFF
34
The Family Firm
Maryland
$866K -$71.8K -1,503 -8%
AWS
35
Atria Wealth Solutions
New York
$865K +$37.2K +779 +4%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$787K -$3.91K -82 -0.5%
JIC
37
Joel Isaacson & Co
New York
$756K – – –
TCA
38
Transcend Capital Advisors
New Jersey
$692K – – –
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$686K +$124K +2,594 +22%
EH
40
Equitable Holdings
New York
$674K -$95.1K -1,993 -12%
MIAN
41
Mariner Independent Advisor Network
Kansas
$630K -$3.34K -70 -0.5%
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$628K -$1.24K -26 -0.2%
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$574K -$36.2K -759 -6%
IA
44
IFP Advisors
Florida
$538K -$23.9K -462 -4%
Creative Planning
45
Creative Planning
Kansas
$493K +$191 +4 +0%
CA
46
Cetera Advisors
Colorado
$485K +$19.2K +402 +4%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$473K +$477 +10 +0.1%
SCA
48
Snowden Capital Advisors
New York
$469K -$54.1K -1,134 -10%
PP
49
Patten & Patten
Tennessee
$458K – – –
CIAS
50
Capital Investment Advisory Services
North Carolina
$436K +$12.3K +258 +3%
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