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iShares US Regional Banks ETF
IAT

Overview Fund Activity

156 hedge funds and large institutions have $251M invested in iShares US Regional Banks ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 38 increasing their positions, 58 reducing their positions, and 18 closing their positions.

Holders
156
Holders Change
+2
Holders Change %
+1.3%
% of All Funds
2.49%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
23
Increased
38
Reduced
58
Closed
18
Calls
$6.16M
Puts
$4.1M
Net Calls
+$2.07M
Net Calls Change
-$15.5M

Top Buyers

1
LIA
1
Luken Investment Analytics
Tennessee
$4.51M
2
CAG
2
Crestwood Advisors Group
Massachusetts
$2.98M
3
AWC
3
Abundance Wealth Counselors
Pennsylvania
$2.9M
4
Ameriprise
4
Ameriprise
Minnesota
$5.3M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$1.85M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$21.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.29M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$1.48M
4
LPL Financial
4
LPL Financial
California
$7.38M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$600K
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
26
Jane Street
New York
$2.08M -$865K -25,732 -29%
Toronto Dominion Bank
27
Toronto Dominion Bank
Ontario, Canada
$1.85M +$1.85M +55,000 New
Goldman Sachs
28
Goldman Sachs
New York
$1.84M -$1.09M -32,424 -37%
SI
29
Stephens Inc
Arkansas
$1.82M -$1.37M -40,738 -43%
D
30
Dentgroup
Louisiana
$1.78M +$506K +15,055 +40%
Wealth Enhancement Advisory Services
31
Wealth Enhancement Advisory Services
Minnesota
$1.58M +$1.58M +46,920 New
MFG
32
MidWestOne Financial Group
Iowa
$1.53M +$260K +7,736 +20%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.53M +$548K +16,323 +56%
ECG
34
Edge Capital Group
Georgia
$1.53M +$177K +5,260 +13%
KIA
35
KCM Investment Advisors
California
$1.52M +$44.6K +1,328 +3%
BNP Paribas Financial Markets
36
BNP Paribas Financial Markets
France
$1.48M -$3.53M -105,100 -70%
BRWA
37
B. Riley Wealth Advisors
Florida
$1.37M +$77.6K +2,275 +6%
Baird Financial Group
38
Baird Financial Group
Wisconsin
$1.37M +$612K +18,211 +81%
AFS
39
Aft Forsyth & Sober
Florida
$1.34M – – –
CAM
40
Carret Asset Management
New York
$1.31M +$271K +8,065 +26%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$1.23M +$132K +3,920 +12%
TRCT
42
Tower Research Capital (TRC)
New York
$1.18M +$889K +26,461 +304%
RJA
43
Raymond James & Associates
Florida
$1.16M -$722K -21,493 -38%
ACP
44
Aveo Capital Partners
Colorado
$1.13M -$53.8K -1,600 -5%
HF
45
HRT Financial
New York
$1.07M +$1.07M +31,891 New
TFF
46
The Family Firm
Maryland
$931K -$129K -3,831 -12%
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
$849K -$220K -6,561 -21%
AWS
48
Atria Wealth Solutions
New York
$769K -$9.39K -279 -1%
AAM
49
Augustine Asset Management
Florida
$672K – – –
CA
50
Cetera Advisors
Colorado
$645K -$1.25M -37,114 -66%
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