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iShares US Regional Banks ETF
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Overview Fund Activity

157 hedge funds and large institutions have $240M invested in iShares US Regional Banks ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 55 increasing their positions, 65 reducing their positions, and 29 closing their positions.

Holders
157
Holders Change
-24
Holders Change %
-13.26%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
55
Reduced
65
Closed
29
Calls
$5.93M
Puts
$4.45M
Net Calls
+$1.49M
Net Calls Change
+$1.49M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$7.38M
2
Citadel Advisors
2
Citadel Advisors
Florida
$5.45M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$12.4M
4
CWM
4
Chicago Wealth Management
Illinois
$2.14M
5
AWS
5
Atria Wealth Solutions
New York
$2.94M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.9M
2
BIA
2
Barry Investment Advisors
Massachusetts
$0
3
Bank of America
3
Bank of America
North Carolina
$15.7M
4
HCA
4
Heck Capital Advisors
Wisconsin
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.71M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
26
Chicago Wealth Management
Illinois
$2.14M 49,366 +49,366 New
BNP Paribas Financial Markets
27
BNP Paribas Financial Markets
France
$2.13M 49,000 -100,022 -67%
KIA
28
KCM Investment Advisors
California
$2.12M 48,929 +1,475 +3%
Jane Street
29
Jane Street
New York
$1.83M 42,300 +28,093 +198%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$1.82M 41,983 -24,391 -37%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$1.71M 39,533 -159,176 -80%
Wealth Enhancement Advisory Services
32
Wealth Enhancement Advisory Services
Minnesota
$1.67M 38,547 -342 -0.9%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$1.66M 38,296 +26,196 +216%
CAM
34
Carret Asset Management
New York
$1.65M 38,085 -1,880 -5%
MFG
35
MidWestOne Financial Group
Iowa
$1.5M 34,509 +4,471 +15%
RJA
36
Raymond James & Associates
Florida
$1.43M 32,968 -8,701 -21%
TFF
37
The Family Firm
Maryland
$1.42M 32,765 -283 -0.9%
BRWA
38
B. Riley Wealth Advisors
Florida
$1.37M 40,286 -6 -0%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$1.29M 29,622 +20,405 +221%
D
40
Dentgroup
Louisiana
$1.18M 27,168 -1,258 -4%
SI
41
Stephens Inc
Arkansas
$1.16M 26,799 -19,600 -42%
FTUS
42
Flow Traders U.S.
New York
$1.15M 26,542 +26,542 New
Baird Financial Group
43
Baird Financial Group
Wisconsin
$1.08M 24,971 -6,200 -20%
CA
44
Cetera Advisors
Colorado
$921K 21,242 +4,313 +25%
AAM
45
Augustine Asset Management
Florida
$868K 20,000 – –
DWM
46
Dakota Wealth Management
Florida
$802K 18,484 +18,484 New
Jones Financial Companies
47
Jones Financial Companies
Missouri
$756K 17,436 +9,631 +123%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$735K 16,942 -5,995 -26%
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$733K 16,896 +945 +6%
SFP
50
Sweet Financial Partners
Minnesota
$708K 16,315 – –
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