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iShares US Regional Banks ETF
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Overview Fund Activity

153 hedge funds and large institutions have $407M invested in iShares US Regional Banks ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 54 increasing their positions, 26 reducing their positions, and 30 closing their positions.

Holders
153
Holders Change
+15
Holders Change %
+10.87%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
46
Increased
54
Reduced
26
Closed
30
Calls
$5.83M
Puts
$10.5M
Net Calls
-$4.64M
Net Calls Change
-$4.81M

Top Buyers

1
BIA
1
Barry Investment Advisors
Massachusetts
$9.81M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$9.18M
3
Morgan Stanley
3
Morgan Stanley
New York
$16M
4
BB
4
Bell Bank
North Dakota
$7.98M
5
Goldman Sachs
5
Goldman Sachs
New York
$10M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$219M
2
TRCT
2
Tower Research Capital (TRC)
New York
$320K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$648K
4
SFWA
4
Summit Financial Wealth Advisors
Louisiana
$0
5
WP
5
WealthShield Partners
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HF
26
HRT Financial
New York
$1.96M +$1.96M +54,881 New
AFS
27
Aft Forsyth & Sober
Florida
$1.43M – – –
SI
28
Stephens Inc
Arkansas
$1.35M +$27.7K +773 +2%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$1.32M +$1.03M +28,787 +360%
Millennium Management
30
Millennium Management
New York
$1.3M +$1.3M +36,282 New
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$1.2M +$821K +22,952 +219%
AWS
32
Atria Wealth Solutions
New York
$1.06M +$200K +5,578 +23%
KIA
33
KCM Investment Advisors
California
$1.04M +$1.04M +29,013 New
CAM
34
Carret Asset Management
New York
$967K -$47.4K -1,325 -5%
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$956K +$357K +9,988 +60%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$953K +$170K +4,746 +22%
TFF
37
The Family Firm
Maryland
$927K +$266K +7,420 +40%
GCP
38
GSA Capital Partners
United Kingdom
$894K +$894K +24,984 New
CWM
39
C2C Wealth Management
Arizona
$841K -$134K -3,850 -14%
Marshall Wace
40
Marshall Wace
United Kingdom
$834K +$17.9K +500 +2%
JWCA
41
J.W. Cole Advisors
Florida
$784K +$784K +21,896 New
JIC
42
Joel Isaacson & Co
New York
$758K +$192K +5,357 +34%
AAM
43
Augustine Asset Management
Florida
$716K +$716K +20,000 New
HighTower Advisors
44
HighTower Advisors
Illinois
$695K -$238K -6,669 -26%
NSIM
45
North Star Investment Management
Illinois
$665K +$4.47K +125 +0.7%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$648K -$996K -27,820 -61%
CA
47
Cetera Advisors
Colorado
$573K +$201K +5,624 +54%
CIAS
48
Capital Investment Advisory Services
North Carolina
$566K +$234K +6,532 +70%
MFG
49
MidWestOne Financial Group
Iowa
$560K +$560K +15,650 New
BRWA
50
B. Riley Wealth Advisors
Florida
$549K +$381K +10,655 +227%
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