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iShares US Regional Banks ETF
IAT

Overview Fund Activity

154 hedge funds and large institutions have $393M invested in iShares US Regional Banks ETF in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 60 increasing their positions, 32 reducing their positions, and 33 closing their positions.

Holders
154
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
2.43%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
35
Increased
60
Reduced
32
Closed
33
Calls
$22.1M
Puts
$4.57M
Net Calls
+$17.5M
Net Calls Change
+$22.2M

Top Buyers

1
RCYC
1
Richard C. Young & Co
Rhode Island
$24M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$16.5M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$7.98M
4
Wells Fargo
4
Wells Fargo
California
$12.2M
5
AI
5
Arrien Investments
Idaho
$4.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$152M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.95M
3
UBS Group
3
UBS Group
Switzerland
$4.3M
4
RJA
4
Raymond James & Associates
Florida
$1.9M
5
MOS
5
MGO One Seven
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$2.58M +$162K +4,789 +7%
MC
27
Martin & Co
Tennessee
$2.3M -$84.5K -2,496 -4%
SPIA
28
Steward Partners Investment Advisory
New York
$2.19M +$1.87M +55,198 +579%
CA
29
Cetera Advisors
Colorado
$1.91M +$1.36M +40,280 +251%
RJA
30
Raymond James & Associates
Florida
$1.9M -$4.2M -124,133 -69%
Citadel Advisors
31
Citadel Advisors
Florida
$1.7M -$374K -11,045 -18%
KIA
32
KCM Investment Advisors
California
$1.49M +$508K +15,010 +52%
ECG
33
Edge Capital Group
Georgia
$1.36M +$1.36M +40,227 New
AFS
34
Aft Forsyth & Sober
Florida
$1.35M – – –
BRWA
35
B. Riley Wealth Advisors
Florida
$1.29M +$767K +22,658 +148%
MFG
36
MidWestOne Financial Group
Iowa
$1.28M +$754K +22,279 +142%
D
37
Dentgroup
Louisiana
$1.28M +$1.28M +37,824 New
ACP
38
Aveo Capital Partners
Colorado
$1.19M +$753K +22,237 +170%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.1M +$201K +5,931 +22%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$1.08M -$168K -4,948 -13%
TFF
41
The Family Firm
Maryland
$1.07M +$191K +5,631 +22%
CAM
42
Carret Asset Management
New York
$1.04M +$129K +3,805 +14%
WC
43
Wexford Capital
Florida
$1.01M +$1.01M +29,812 New
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$990K +$377K +11,143 +62%
CWM
45
C2C Wealth Management
Arizona
$873K – – –
JPMPWA
46
J.P. Morgan Private Wealth Advisors
California
$805K -$99.5K -2,939 -11%
Simplex Trading
47
Simplex Trading
Illinois
$786K +$390K +11,543 +99%
AWS
48
Atria Wealth Solutions
New York
$782K -$222K -6,570 -22%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$760K +$760K +22,461 New
AAM
50
Augustine Asset Management
Florida
$677K – – –
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