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iShares US Regional Banks ETF
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Overview Fund Activity

138 hedge funds and large institutions have $415M invested in iShares US Regional Banks ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 40 increasing their positions, 40 reducing their positions, and 13 closing their positions.

Holders
138
Holders Change
+5
Holders Change %
+3.76%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
40
Reduced
40
Closed
13
Calls
$367K
Puts
$195K
Net Calls
+$172K
Net Calls Change
-$248K

Top Buyers

1
MOS
1
MGO One Seven
Ohio
$1.99M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.19M
3
US Bancorp
3
US Bancorp
Minnesota
$11.5M
4
SFWA
4
Summit Financial Wealth Advisors
Louisiana
$838K
5
Marshall Wace
5
Marshall Wace
United Kingdom
$1.09M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$295M
2
Morgan Stanley
2
Morgan Stanley
New York
$10.2M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$1.25M
4
Ameriprise
4
Ameriprise
Minnesota
$2.78M
5
Wells Fargo
5
Wells Fargo
California
$7.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
26
Carret Asset Management
New York
$1.35M -$76.2K -1,600 -5%
HighTower Advisors
27
HighTower Advisors
Illinois
$1.25M -$2.88M -60,416 -70%
AWS
28
Atria Wealth Solutions
New York
$1.15M +$285K +5,990 +33%
Stifel Financial
29
Stifel Financial
Missouri
$1.1M +$213K +4,461 +24%
Marshall Wace
30
Marshall Wace
United Kingdom
$1.09M +$791K +16,600 +268%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.04M +$257K +5,401 +33%
TPSF
32
Texas Permanent School Fund
Texas
$881K -$222K -4,661 -20%
TFF
33
The Family Firm
Maryland
$881K +$16.5K +347 +2%
NSIM
34
North Star Investment Management
Illinois
$879K -$5.72K -120 -0.6%
SFWA
35
Summit Financial Wealth Advisors
Louisiana
$838K +$838K +17,588 New
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$797K -$403K -8,460 -34%
JIC
37
Joel Isaacson & Co
New York
$754K – – –
TCA
38
Transcend Capital Advisors
New Jersey
$740K +$49K +1,029 +7%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$726K +$254K +5,329 +54%
WP
40
WealthShield Partners
North Carolina
$712K -$259K -5,440 -27%
Mariner
41
Mariner
Kansas
$638K +$638K +13,401 New
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$549K -$23.2K -488 -4%
Renaissance Technologies
43
Renaissance Technologies
New York
$534K +$534K +11,200 New
Jane Street
44
Jane Street
New York
$523K +$129K +2,713 +33%
Creative Planning
45
Creative Planning
Kansas
$506K +$14.5K +304 +3%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$500K -$126K -2,648 -20%
CA
47
Cetera Advisors
Colorado
$495K +$11.1K +232 +2%
PP
48
Patten & Patten
Tennessee
$479K +$22.8K +480 +5%
IA
49
IFP Advisors
Florida
$461K -$75.3K -1,459 -14%
SCA
50
Snowden Capital Advisors
New York
$449K -$19.1K -400 -4%
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