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iShares US Regional Banks ETF
IAT

Overview Fund Activity

147 hedge funds and large institutions have $194M invested in iShares US Regional Banks ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
-10
Holders Change %
-6.37%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
44
Reduced
56
Closed
19
Calls
$7.94M
Puts
$4.06M
Net Calls
+$3.88M
Net Calls Change
+$2.39M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$1.21M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$11.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$3.43M
4
TRCT
4
Tower Research Capital (TRC)
New York
$1.13M
5
GCP
5
GSA Capital Partners
United Kingdom
$970K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.4M
2
AWC
2
Abundance Wealth Counselors
Pennsylvania
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.78M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$13.7M
5
Truist Financial
5
Truist Financial
North Carolina
$3.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$1.53M -$106K -2,565 -6%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.49M -$247K -5,946 -14%
CAM
28
Carret Asset Management
New York
$1.48M -$97.6K -2,355 -6%
MFG
29
MidWestOne Financial Group
Iowa
$1.47M +$35.2K +848 +2%
TFF
30
The Family Firm
Maryland
$1.32M -$34K -820 -3%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$1.27M +$37.4K +903 +3%
FTUS
32
Flow Traders U.S.
New York
$1.22M +$124K +2,987 +11%
RJA
33
Raymond James & Associates
Florida
$1.22M -$146K -3,520 -11%
Two Sigma Investments
34
Two Sigma Investments
New York
$1.21M +$1.21M +29,300 New
TRCT
35
Tower Research Capital (TRC)
New York
$1.13M +$711K +17,137 +171%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.07M -$1.14M -27,394 -52%
SI
37
Stephens Inc
Arkansas
$1.05M -$63K -1,519 -6%
Janney Montgomery Scott
38
Janney Montgomery Scott
Pennsylvania
$1.04M +$336K +8,096 +48%
Jones Financial Companies
39
Jones Financial Companies
Missouri
$990K +$267K +6,432 +37%
GCP
40
GSA Capital Partners
United Kingdom
$970K +$588K +14,170 +154%
AAM
41
Augustine Asset Management
Florida
$829K – – –
Rockefeller Capital Management
42
Rockefeller Capital Management
New York
$826K +$125K +3,025 +18%
DWM
43
Dakota Wealth Management
Florida
$766K – – –
HWMO
44
Heritage Wealth Management (Ohio)
Ohio
$728K +$728K +17,850 New
SFP
45
Sweet Financial Partners
Minnesota
$665K -$11.6K -280 -2%
D
46
Dentgroup
Louisiana
$664K -$463K -11,162 -41%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$646K +$18.5K +446 +3%
TCA
48
Transcend Capital Advisors
New Jersey
$601K -$4.35K -105 -0.7%
Stifel Financial
49
Stifel Financial
Missouri
$567K +$12.6K +303 +2%
NSIM
50
North Star Investment Management
Illinois
$519K -$5.8K -140 -1%
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