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iShares US Regional Banks ETF
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Overview Fund Activity

70 hedge funds and large institutions have $115M invested in iShares US Regional Banks ETF in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 27 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
-2
Holders Change %
-2.78%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
10
Increased
20
Reduced
27
Closed
11
Calls
$10K
Puts
$26K
Net Calls
-$16K
Net Calls Change
+$55K

Top Buyers

1
BPC
1
Banque Pictet & Cie
Switzerland
$5.21M
2
Bank of America
2
Bank of America
North Carolina
$9.9M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.19M
4
Citigroup
4
Citigroup
New York
$5.44M
5
CS
5
Credit Suisse
Switzerland
$2.78M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.07M
2
DCM
2
Donaldson Capital Management
Indiana
$1.44M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$0
4
SG Americas Securities
4
SG Americas Securities
New York
$780K
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
51
MUFG Americas
New York
$223K – – –
Ameriprise
52
Ameriprise
Minnesota
$128K +$41.2K +1,245 +47%
US Bancorp
53
US Bancorp
Minnesota
$124K -$4.74K -144 -4%
AIG
54
American International Group
New York
$91.3K – – –
SF
55
Synovus Financial
Georgia
$80K – – –
Creative Planning
56
Creative Planning
Kansas
$58K -$267 -8 -0.5%
QAM
57
QCI Asset Management
New York
$52K – – –
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$38K – – –
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$34K -$16.5K -500 -33%
MFS
60
MSI Financial Services
Massachusetts
$25K +$13.4K +400 +116%
AF
61
Arrow Financial
New York
$24K – – –
Barclays
62
Barclays
United Kingdom
$12K -$19.4K -600 -62%
First Manhattan
63
First Manhattan
New York
$9K +$9K +300 New
AP
64
Advisors Preferred
Maryland
$8.68K +$8.68K +262 New
FAM
65
Formidable Asset Management
Ohio
$8K – – –
HCC
66
Hirtle Callaghan & Co
Pennsylvania
$8K – – –
CCS
67
Crosspoint Capital Strategies
California
$8K +$8K +235 New
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$7K – – –
RIA
69
Regal Investment Advisors
Michigan
$5K – – –
LWM
70
LBA Wealth Management
Florida
$3K – – –
TD Asset Management
71
TD Asset Management
Ontario, Canada
– -$358K -18,366 Closed
Loomis, Sayles & Company
72
Loomis, Sayles & Company
Massachusetts
– -$524K -15,100 Closed
CS
73
Comerica Securities
Michigan
– -$357K -10,294 Closed
CA
74
Cetera Advisors
Colorado
– -$274K -7,882 Closed
CAN
75
Cetera Advisor Networks
California
– -$241K -7,038 Closed
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