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iShares US Regional Banks ETF
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Overview Fund Activity

84 hedge funds and large institutions have $194M invested in iShares US Regional Banks ETF in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
84
Holders Change
+8
Holders Change %
+10.53%
% of All Funds
2.27%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
17
Increased
26
Reduced
23
Closed
9
Calls
$252K
Puts
–
Net Calls
+$252K
Net Calls Change
+$235K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$10.1M
2
BAM
2
Baring Asset Management
United Kingdom
$1.6M
3
UBS Group
3
UBS Group
Switzerland
$9.54M
4
BCM
4
Brookstone Capital Management
Illinois
$1.01M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.95M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$66.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
LWA
3
Lowe Wealth Advisors
Maryland
$0
4
WP
4
WealthPLAN Partners
Nebraska
$814K
5
CS
5
Credit Suisse
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CS
51
Comerica Securities
Michigan
$358K -$44.7K -1,221 -11%
SG Americas Securities
52
SG Americas Securities
New York
$355K +$355K +9,700 New
PP
53
Patten & Patten
Tennessee
$345K +$14.7K +400 +4%
PAG
54
Private Advisor Group
New Jersey
$246K +$246K +6,717 New
TSS
55
Two Sigma Securities
New York
$224K +$224K +6,129 New
JC
56
Jacobs & Co
California
$222K +$2.92K +80 +1%
SWP
57
Stratos Wealth Partners
Ohio
$202K +$202K +5,530 New
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$170K +$46.5K +1,276 +38%
AP
59
Advisors Preferred
Maryland
$114K +$23.7K +650 +26%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$101K -$37.6K -1,028 -27%
SF
61
Synovus Financial
Georgia
$88K – – –
SEI Investments
62
SEI Investments
Pennsylvania
$80K – – –
AIG
63
American International Group
New York
$79.2K +$7.32K +200 +10%
QAM
64
QCI Asset Management
New York
$57K – – –
Citigroup
65
Citigroup
New York
$57K +$32.6K +886 +133%
MFS
66
MSI Financial Services
Massachusetts
$47K +$18.4K +505 +64%
LTFS
67
Ladenburg Thalmann Financial Services
Florida
$43K +$16.4K +451 +61%
US Bancorp
68
US Bancorp
Minnesota
$39K – – –
FANJ
69
Financial Architects (New Jersey)
New Jersey
$37K +$37K +1,000 New
Simplex Trading
70
Simplex Trading
Illinois
$29K +$29K +793 New
AF
71
Arrow Financial
New York
$27K – – –
MAA
72
Managed Account Advisors
New Jersey
$21K +$21K +579 New
First Manhattan
73
First Manhattan
New York
$10K – – –
APSP
74
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K +$10K +280 New
FAM
75
Formidable Asset Management
Ohio
$8K – – –
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