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iShares US Regional Banks ETF
IAT

Overview Fund Activity

88 hedge funds and large institutions have $240M invested in iShares US Regional Banks ETF in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+8
Holders Change %
+10%
% of All Funds
2.31%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
14
Increased
28
Reduced
22
Closed
6
Calls
$37K
Puts
$297K
Net Calls
-$260K
Net Calls Change
-$296K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$4.14M
2
UBS Group
2
UBS Group
Switzerland
$13.6M
3
SG Americas Securities
3
SG Americas Securities
New York
$2.46M
4
Wells Fargo
4
Wells Fargo
California
$7M
5
Ameriprise
5
Ameriprise
Minnesota
$2.33M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$17.3M
2
Bank of America
2
Bank of America
North Carolina
$10.7M
3
HCA
3
Harbour Capital Advisors
Virginia
$0
4
MIAN
4
Mariner Independent Advisor Network
Kansas
$0
5
PFP
5
Pinnacle Financial Partners
Tennessee
$966K
Name Holding Trade Value Shares
Change 		Shares
Change %
Citadel Advisors
51
Citadel Advisors
Florida
$288K +$271K +7,750 +1,598%
Susquehanna International Group
52
Susquehanna International Group
Pennsylvania
$270K -$287K -8,214 -52%
MMG
53
Monetary Management Group
Missouri
$241K – – –
BUB
54
BBVA USA Bancshares
Texas
$207K -$50.1K -1,427 -19%
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$194K +$194K +5,560 New
US Bancorp
56
US Bancorp
Minnesota
$177K -$40.7K -1,169 -19%
HT
57
Hefren-Tillotson
Pennsylvania
$138K – – –
IA
58
IFP Advisors
Florida
$134K +$134K +3,834 New
AIG
59
American International Group
New York
$132K +$39.2K +1,120 +42%
Bank of Montreal
60
Bank of Montreal
Ontario, Canada
$107K +$25.8K +736 +32%
SF
61
Synovus Financial
Georgia
$84K – – –
Citigroup
62
Citigroup
New York
$72K +$16.7K +476 +30%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$71K -$16K -455 -18%
Creative Planning
64
Creative Planning
Kansas
$66K -$10.4K -300 -14%
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$56K -$173 -5 -0.3%
QAM
66
QCI Asset Management
New York
$54K – – –
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$40K +$40K +1,131 New
SEI Investments
68
SEI Investments
Pennsylvania
$38K -$37.6K -1,087 -50%
Simplex Trading
69
Simplex Trading
Illinois
$34K -$34.1K -992 -50%
AF
70
Arrow Financial
New York
$26K – – –
AP
71
Advisors Preferred
Maryland
$26K +$26K +750 New
AFP
72
Ausdal Financial Partners
Iowa
$21K +$21K +600 New
GWM
73
Gupta Wealth Management
California
$11K – – –
APSP
74
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K – – –
First Manhattan
75
First Manhattan
New York
$10K – – –
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