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iShares US Regional Banks ETF
IAT

Overview Fund Activity

77 hedge funds and large institutions have $110M invested in iShares US Regional Banks ETF in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 11 increasing their positions, 38 reducing their positions, and 17 closing their positions.

Holders
77
Holders Change
-11
Holders Change %
-12.5%
% of All Funds
2.05%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.05%
New
7
Increased
11
Reduced
38
Closed
17
Calls
$602K
Puts
$381K
Net Calls
+$221K
Net Calls Change
+$481K

Top Buyers

1
LPL Financial
1
LPL Financial
California
$6.35M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$1.73M
3
Walleye Trading
3
Walleye Trading
New York
$927K
4
Bank of America
4
Bank of America
North Carolina
$10.5M
5
Citadel Advisors
5
Citadel Advisors
Florida
$779K

Top Sellers

1
BAM
1
Baring Asset Management
United Kingdom
$7.05M
2
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$0
3
UBS Group
3
UBS Group
Switzerland
$5.88M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$741K
5
Wells Fargo
5
Wells Fargo
California
$3.41M
Name Market Value Shares Shares
Change 		Shares
Change %
SF
51
Synovus Financial
Georgia
$76K 2,400 – –
HT
52
Hefren-Tillotson
Pennsylvania
$71K 2,254 -1,696 -43%
TRCT
53
Tower Research Capital (TRC)
New York
$67K 2,114 -24,416 -92%
Citigroup
54
Citigroup
New York
$65K 2,042 -11 -0.5%
MMG
55
Monetary Management Group
Missouri
$60K 1,900 -5,000 -72%
Creative Planning
56
Creative Planning
Kansas
$60K 1,900 – –
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$55K 1,720 -300 -15%
QAM
58
QCI Asset Management
New York
$50K 1,558 – –
Northwestern Mutual Wealth Management
59
Northwestern Mutual Wealth Management
Wisconsin
$50K 1,581 +450 +40%
GWM
60
Geneos Wealth Management
Colorado
$46K 1,469 +1,469 New
Envestnet Asset Management
61
Envestnet Asset Management
Illinois
$38K 1,184 -430 -27%
IA
62
IFP Advisors
Florida
$36K 837 -2,997 -78%
SEI Investments
63
SEI Investments
Pennsylvania
$35K 1,100 – –
PVH
64
Psagot Value Holdings
Israel
$26K 830 -29,170 -97%
AF
65
Arrow Financial
New York
$23K 735 – –
GWM
66
Gupta Wealth Management
California
$10K 323 – –
HF
67
Hoxton Financial
West Virginia
$9K 278 – –
APSP
68
Asset Planning Services (Pennsylvania)
Pennsylvania
$9K 280 – –
First Manhattan
69
First Manhattan
New York
$9K 300 – –
CLOS
70
Compagnie Lombard Odier SCmA
Switzerland
$8K 250 – –
FAM
71
Formidable Asset Management
Ohio
$7K 225 – –
CFA
72
Carroll Financial Associates
North Carolina
$3K 100 – –
SJIM
73
St. Johns Investment Management
Florida
$3K 85 – –
LWM
74
LBA Wealth Management
Florida
$3K 95 – –
WA
75
WFG Advisors
Texas
$2K 62 – –
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3
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