IAT icon

iShares US Regional Banks ETF
IAT

Overview Fund Activity

75 hedge funds and large institutions have $119M invested in iShares US Regional Banks ETF in 2016 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 23 increasing their positions, 24 reducing their positions, and 8 closing their positions.

Holders
75
Holders Change
-2
Holders Change %
-2.6%
% of All Funds
2%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
8
Increased
23
Reduced
24
Closed
8
Calls
$2.1M
Puts
$227K
Net Calls
+$1.87M
Net Calls Change
+$1.65M

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$10.2M
2
JFG
2
Jefferies Financial Group
New York
$6.98M
3
JG
3
Jefferies Group
New York
$2.33M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.99M
5
VKH
5
Virtu KCG Holdings
New York
$1.99M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$1.59M
2
Bank of America
2
Bank of America
North Carolina
$6.38M
3
BAM
3
Baring Asset Management
United Kingdom
$3.22M
4
UBS Group
4
UBS Group
Switzerland
$4.41M
5
CIBC World Market
5
CIBC World Market
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Montreal
51
Bank of Montreal
Ontario, Canada
$108K 3,355 +660 +24%
AG
52
Advisor Group
Arizona
$102K 3,219 +3,219 New
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$90K 2,771 +1,190 +75%
SF
54
Synovus Financial
Georgia
$78K 2,400 – –
Envestnet Asset Management
55
Envestnet Asset Management
Illinois
$75K 2,319 +1,135 +96%
CFA
56
Carroll Financial Associates
North Carolina
$63K 1,965 +1,865 +1,865%
Creative Planning
57
Creative Planning
Kansas
$62K 1,900 – –
Citigroup
58
Citigroup
New York
$60K 1,846 -196 -10%
LTFS
59
Ladenburg Thalmann Financial Services
Florida
$58K 1,800 -1,221 -40%
QAM
60
QCI Asset Management
New York
$51K 1,558 – –
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$49K 1,500 -220 -13%
GWM
62
Geneos Wealth Management
Colorado
$47K 1,469 – –
HT
63
Hefren-Tillotson
Pennsylvania
$42K 1,320 -934 -41%
CG
64
Cutler Group
California
$29K 900 +900 New
PVH
65
Psagot Value Holdings
Israel
$27K 830 – –
AF
66
Arrow Financial
New York
$24K 735 – –
HIIFS
67
Harel Insurance Investments & Financial Services
Israel
$10K 300 +300 New
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 – –
LWM
71
LBA Wealth Management
Florida
$3K 95 – –
SJIM
72
St. Johns Investment Management
Florida
$3K 85 – –
WA
73
WFG Advisors
Texas
$2K 62 – –
PG
74
Patten Group
Tennessee
$1.3K 40 – –
CIBC World Market
75
CIBC World Market
Ontario, Canada
– – -25,287 Closed
1 2
3
4