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iShares US Regional Banks ETF
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Overview Fund Activity

157 hedge funds and large institutions have $255M 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, 53 reducing their positions, and 30 closing their positions.

Holders
157
Holders Change
-22
Holders Change %
-12.29%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
50
Reduced
53
Closed
30
Calls
$1.4M
Puts
$1.8M
Net Calls
-$397K
Net Calls Change
+$307K

Top Buyers

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

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$23.3M
2
Bank of America
2
Bank of America
North Carolina
$19.3M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$0
4
PFS
4
Prospera Financial Services
Texas
$0
5
MWM
5
MinichMacGregor Wealth Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
FA
51
Fiduciary Alliance
South Carolina
$590K 11,915 +11,915 New
FTUS
52
Flow Traders U.S.
New York
$576K 11,619 +5,927 +104%
MGIA
53
Moneta Group Investment Advisors
Missouri
$558K 11,256 +113 +1%
Jane Street
54
Jane Street
New York
$557K 11,250 +964 +9%
LIP
55
Lighthouse Investment Partners
Florida
$555K 11,210 +11,210 New
PAS
56
Park Avenue Securities
New York
$555K 11,209 +408 +4%
SI
57
Stephens Inc
Arkansas
$549K 11,087 -3,093 -22%
BA
58
Ballew Advisors
Mississippi
$541K 10,314 +36 +0.4%
SCA
59
Snowden Capital Advisors
New York
$537K 10,847 +41 +0.4%
Creative Planning
60
Creative Planning
Kansas
$511K 10,307 +45 +0.4%
SFG
61
Sage Financial Group
Pennsylvania
$498K 10,042 +71 +0.7%
NSIM
62
North Star Investment Management
Illinois
$453K 9,145 -2,535 -22%
BPCE
63
Bank Pictet & Cie (Europe)
Germany
$446K 9,000 – –
PP
64
Patten & Patten
Tennessee
$444K 8,970 +35 +0.4%
BFS
65
Bare Financial Services
Pennsylvania
$434K 8,758 +340 +4%
AWS
66
Atria Wealth Solutions
New York
$412K 8,207 -131 -2%
SS
67
Sunbelt Securities
Texas
$410K 8,143 +5,124 +170%
VCM
68
Viewpoint Capital Management
Washington
$396K 7,992 – –
HNWAG
69
High Net Worth Advisory Group
Florida
$354K 7,140 – –
HighTower Advisors
70
HighTower Advisors
Illinois
$345K 6,972 -1,599 -19%
QFW
71
QTR Family Wealth
Florida
$328K 6,624 +14 +0.2%
NRS
72
Neville Rodie & Shaw
New York
$322K 6,490 -385 -6%
SF
73
Synovus Financial
Georgia
$317K 6,385 +12 +0.2%
LFG
74
Larson Financial Group
Missouri
$316K 6,382 +500 +9%
NA
75
NewEdge Advisors
Louisiana
$313K 6,308 -1,974 -24%
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3
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