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iShares US Regional Banks ETF
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Overview Fund Activity

78 hedge funds and large institutions have $91.8M invested in iShares US Regional Banks ETF in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
2.08%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
11
Increased
19
Reduced
31
Closed
8
Calls
$2.72M
Puts
$200K
Net Calls
+$2.52M
Net Calls Change
+$645K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$6.54M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.07M
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$808K
4
Ameriprise
4
Ameriprise
Minnesota
$2.53M
5
FA
5
FDx Advisors
Illinois
$659K

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$3.32M
2
JFG
2
Jefferies Financial Group
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$1.76M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.03M
5
BPC
5
Banque Pictet & Cie
Switzerland
$3.62M
Name Market Value Shares Shares
Change 		Shares
Change %
FHA
51
First Horizon Advisors
Tennessee
$250K 7,100 -4,500 -39%
CIBC World Market
52
CIBC World Market
Ontario, Canada
$244K 6,932 +6,932 New
MFS
53
MSI Financial Services
Massachusetts
$242K 6,886 -2,477 -26%
IA
54
IFP Advisors
Florida
$207K 5,899 +218 +4%
TRCT
55
Tower Research Capital (TRC)
New York
$189K 5,376 -26,084 -83%
AG
56
Advisor Group
Arizona
$127K 3,619 +400 +12%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$108K 3,065 -290 -9%
SF
58
Synovus Financial
Georgia
$84K 2,400 – –
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$74K 2,100 +600 +40%
LTFS
60
Ladenburg Thalmann Financial Services
Florida
$60K 1,698 -102 -6%
QAM
61
QCI Asset Management
New York
$55K 1,558 – –
HT
62
Hefren-Tillotson
Pennsylvania
$46K 1,320 – –
GWM
63
Geneos Wealth Management
Colorado
$42K 1,200 -269 -18%
Citigroup
64
Citigroup
New York
$37K 1,058 -788 -43%
PVH
65
Psagot Value Holdings
Israel
$29K 830 – –
Simplex Trading
66
Simplex Trading
Illinois
$29K 849 +849 New
AF
67
Arrow Financial
New York
$26K 735 – –
CG
68
Cutler Group
California
$17K 500 -400 -44%
Creative Planning
69
Creative Planning
Kansas
$15K 423 -1,477 -78%
First Manhattan
70
First Manhattan
New York
$10K 300 – –
APSP
71
Asset Planning Services (Pennsylvania)
Pennsylvania
$10K 282 +2 +0.7%
CLOS
72
Compagnie Lombard Odier SCmA
Switzerland
$9K 250 – –
Mariner
73
Mariner
Kansas
$4K 100 +100 New
LWM
74
LBA Wealth Management
Florida
$3K 95 – –
SJIM
75
St. Johns Investment Management
Florida
$3K 85 – –
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