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iShares US Regional Banks ETF
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Overview Fund Activity

159 hedge funds and large institutions have $257M invested in iShares US Regional Banks ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 55 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
-20
Holders Change %
-11.17%
% of All Funds
2.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
50
Reduced
55
Closed
30
Calls
$2.28M
Puts
$2.75M
Net Calls
-$461K
Net Calls Change
+$243K

Top Buyers

1
Wells Fargo
Wells Fargo
California
$23.3M
2
Pathstone Holdings
Pathstone Holdings
New Jersey
$2.26M
3
Jones Financial Companies
Jones Financial Companies
Missouri
$3.72M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$4.64M
5
ASN
Advisory Services Network
Georgia
$2.85M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$23.3M
2
Bank of America
Bank of America
North Carolina
$19.3M
3
MML Investors Services
MML Investors Services
Massachusetts
$0
4
PFS
Prospera Financial Services
Texas
$0
5
MWM
MinichMacGregor Wealth Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
26
SCS Capital Management
Massachusetts
$2.45M -$659K -13,295 -21%
Pathstone Holdings
27
Pathstone Holdings
New Jersey
$2.26M +$2.26M +45,620 New
WC
28
Westwind Capital
New Mexico
$1.96M +$217K +4,373 +12%
BPC
29
Banque Pictet & Cie
Switzerland
$1.83M -$399K -8,050 -18%
Marshall Wace
30
Marshall Wace
United Kingdom
$1.77M +$176K +3,553 +11%
TFF
31
The Family Firm
Maryland
$1.66M +$168K +3,381 +11%
BNP Paribas Financial Markets
32
BNP Paribas Financial Markets
France
$1.54M -$206K -4,150 -12%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.52M -$1.51M -30,469 -50%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.47M +$22.7K +459 +2%
Mariner
35
Mariner
Kansas
$1.35M +$203K +4,106 +18%
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$1.34M -$329K -6,275 -20%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$1.27M +$246K +4,972 +24%
CSS
38
Cubist Systematic Strategies
Connecticut
$1.24M +$166K +3,358 +15%
CAM
39
Carret Asset Management
New York
$1.23M -$14.9K -300 -1%
CCA
40
Cadent Capital Advisors
Oklahoma
$1.13M -$2.29M -46,187 -67%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$1.03M -$24.9K -503 -2%
AAM
42
Augustine Asset Management
Florida
$991K – – –
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$967K -$137K -2,772 -12%
DWM
44
Dakota Wealth Management
Florida
$916K – – –
Stifel Financial
45
Stifel Financial
Missouri
$889K -$2.91M -58,717 -77%
HWMO
46
Heritage Wealth Management (Ohio)
Ohio
$884K – – –
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$822K -$188K -3,782 -19%
TCA
48
Transcend Capital Advisors
New Jersey
$718K – – –
TRCT
49
Tower Research Capital (TRC)
New York
$680K +$312K +6,303 +85%
SPC
50
Sigma Planning Corp
Michigan
$675K -$206K -4,156 -23%
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