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iShares US Regional Banks ETF
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Overview Fund Activity

190 hedge funds and large institutions have $330M invested in iShares US Regional Banks ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 46 increasing their positions, 49 reducing their positions, and 13 closing their positions.

Holders
190
Holders Change
+35
Holders Change %
+22.58%
% of All Funds
2.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
52
Increased
46
Reduced
49
Closed
13
Calls
$7.74M
Puts
$14.1M
Net Calls
-$6.4M
Net Calls Change
-$2.12M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.8M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$10.8M
3
PFS
3
Prospera Financial Services
Texas
$7.63M
4
MWM
4
MinichMacGregor Wealth Management
New York
$7.02M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$7.78M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$5.73M
2
Ameriprise
2
Ameriprise
Minnesota
$5.89M
3
TRCT
3
Tower Research Capital (TRC)
New York
$0
4
GS
4
GTS Securities
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$721K
Name Market Value Shares Shares
Change 		Shares
Change %
CCA
26
Cadent Capital Advisors
Oklahoma
$3.53M 70,115 +40,473 +137%
SWC
27
Spectrum Wealth Counsel
Indiana
$3.34M 66,349 +694 +1%
IAA
28
Independent Advisor Alliance
North Carolina
$3.09M 61,416 +61,416 New
MC
29
Martin & Co
Tennessee
$3.05M 60,484 -2,525 -4%
ECG
30
Edge Capital Group
Georgia
$3M 59,528 +2,739 +5%
CAG
31
Crestwood Advisors Group
Massachusetts
$2.96M 58,757 -659 -1%
KIA
32
KCM Investment Advisors
California
$2.73M 54,224 +2,462 +5%
CI
33
CX Institutional
Indiana
$2.71M 53,882 -5,922 -10%
BPC
34
Banque Pictet & Cie
Switzerland
$2.41M 47,855 +47,855 New
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$2.17M 43,032 +14,599 +51%
SC
36
Scotia Capital
Ontario, Canada
$2.16M 42,975 +42,975 New
ASN
37
Advisory Services Network
Georgia
$2.11M 41,912 +41,912 New
Jones Financial Companies
38
Jones Financial Companies
Missouri
$2.08M 41,270 +6,774 +20%
TF
39
Tudor Financial
Ohio
$2M 39,727 +39,727 New
AWS
40
Atria Wealth Solutions
New York
$1.71M 34,007 +23,769 +232%
BF
41
bLong Financial
Tennessee
$1.67M 33,127 +33,127 New
Wealth Enhancement Advisory Services
42
Wealth Enhancement Advisory Services
Minnesota
$1.65M 32,824 -3,255 -9%
Cambridge Investment Research Advisors
43
Cambridge Investment Research Advisors
Iowa
$1.55M 30,859 -233 -0.7%
Envestnet Asset Management
44
Envestnet Asset Management
Illinois
$1.52M 30,194 -7,137 -19%
TFF
45
The Family Firm
Maryland
$1.47M 29,230 -1,698 -5%
Marshall Wace
46
Marshall Wace
United Kingdom
$1.45M 28,711 +6,587 +30%
CAM
47
Carret Asset Management
New York
$1.26M 25,005 -4,110 -14%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$1.23M 24,498 +24,498 New
Mariner
49
Mariner
Kansas
$1.2M 23,730 -2,285 -9%
WC
50
Westwind Capital
New Mexico
$1.07M 21,199 +21,199 New
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