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iShares US Regional Banks ETF
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Overview Fund Activity

181 hedge funds and large institutions have $322M invested in iShares US Regional Banks ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 23 closing their positions.

Holders
181
Holders Change
+25
Holders Change %
+16.03%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
50
Increased
56
Reduced
48
Closed
23
Calls
$3.71M
Puts
$3.71M
Net Calls
–
Net Calls Change
-$2.07M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$54.4M
2
HCA
2
Heck Capital Advisors
Wisconsin
$9.43M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$16.6M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$9.69M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$6.24M

Top Sellers

1
RCYC
1
Richard C. Young & Co
Rhode Island
$0
2
BB
2
Bell Bank
North Dakota
$0
3
LIA
3
Luken Investment Analytics
Tennessee
$73.2K
4
AI
4
Arrien Investments
Idaho
$2.82M
5
CI
5
CX Institutional
Indiana
$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
26
Martin & Co
Tennessee
$2.72M -$103K -2,461 -4%
Citadel Advisors
27
Citadel Advisors
Florida
$2.15M +$2.07M +49,381 +2,530%
MCC
28
Money Concepts Capital
Florida
$2.14M +$1.84M +43,937 +619%
ECG
29
Edge Capital Group
Georgia
$2.11M +$207K +4,943 +11%
KIA
30
KCM Investment Advisors
California
$1.99M +$88K +2,103 +5%
SI
31
Stephens Inc
Arkansas
$1.94M -$325K -7,764 -14%
ACP
32
Aveo Capital Partners
Colorado
$1.77M +$355K +8,496 +25%
RJA
33
Raymond James & Associates
Florida
$1.74M +$295K +7,043 +20%
BRWA
34
B. Riley Wealth Advisors
Florida
$1.69M +$251 +6 +0%
CAM
35
Carret Asset Management
New York
$1.67M +$45.6K +1,090 +3%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$1.63M -$336K -8,031 -17%
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$1.47M -$440K -10,519 -23%
TFF
38
The Family Firm
Maryland
$1.38M +$223K +5,341 +19%
Baird Financial Group
39
Baird Financial Group
Wisconsin
$1.3M -$398K -9,501 -23%
KWM
40
Kingsview Wealth Management
Oregon
$1.3M +$1.3M +31,166 New
MFG
41
MidWestOne Financial Group
Iowa
$1.26M -$654K -15,627 -34%
D
42
Dentgroup
Louisiana
$1.19M -$1.02M -24,453 -46%
Creative Planning
43
Creative Planning
Kansas
$1.04M +$591K +14,129 +132%
AWS
44
Atria Wealth Solutions
New York
$982K +$26.7K +637 +3%
Janney Montgomery Scott
45
Janney Montgomery Scott
Pennsylvania
$960K -$97.9K -2,340 -9%
Focus Partners Wealth
46
Focus Partners Wealth
Massachusetts
$896K +$896K +21,423 New
AAM
47
Augustine Asset Management
Florida
$837K – – –
CA
48
Cetera Advisors
Colorado
$708K -$94.3K -2,253 -12%
SFP
49
Sweet Financial Partners
Minnesota
$683K – – –
HighTower Advisors
50
HighTower Advisors
Illinois
$678K -$68.7K -1,643 -9%
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