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iShares US Regional Banks ETF
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Overview Fund Activity

109 hedge funds and large institutions have $257M invested in iShares US Regional Banks ETF in 2016 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 39 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+31
Holders Change %
+39.74%
% of All Funds
2.73%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
40
Increased
39
Reduced
11
Closed
8
Calls
$908K
Puts
$645K
Net Calls
+$263K
Net Calls Change
-$2.25M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$28.5M
2
Wells Fargo
2
Wells Fargo
California
$24.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$20.8M
4
Citigroup
4
Citigroup
New York
$11.4M
5
BCM
5
Brookstone Capital Management
Illinois
$10.5M

Top Sellers

1
BPC
1
Banque Pictet & Cie
Switzerland
$1.25M
2
CS
2
Credit Suisse
Switzerland
$1.78M
3
Citadel Advisors
3
Citadel Advisors
Florida
$425K
4
NCA
4
New Century Advisors
Maryland
$5.73M
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
51
Joel Isaacson & Co
New York
$718K – – –
UR
52
USCA RIA
Texas
$606K +$606K +13,357 New
SC
53
Scotia Capital
Ontario, Canada
$581K +$199K +4,378 +52%
AI
54
Atria Investments
North Carolina
$552K +$552K +12,171 New
JPMPWA
55
J.P. Morgan Private Wealth Advisors
California
$533K +$19.7K +435 +4%
PWW
56
Pettyjohn Wood & White
Virginia
$496K +$6.81K +150 +1%
CA
57
Cetera Advisors
Colorado
$496K +$496K +10,848 New
NPC
58
National Planning Corporation
California
$484K +$484K +10,670 New
SIC
59
Salem Investment Counselors
North Carolina
$462K +$462K +10,170 New
FWM
60
Frontier Wealth Management
Missouri
$454K +$454K +10,000 New
WKWM
61
Walter & Keenan Wealth Management
Indiana
$454K +$454K +10,000 New
SI
62
SII Investments
Wisconsin
$453K +$128K +2,821 +39%
Citadel Advisors
63
Citadel Advisors
Florida
$425K -$958K -21,116 -69%
PAG
64
Private Advisor Group
New Jersey
$424K +$33.2K +724 +8%
PP
65
Patten & Patten
Tennessee
$394K – – –
DC
66
Davenport & Co
Virginia
$378K +$378K +8,338 New
CFA
67
Carroll Financial Associates
North Carolina
$377K – – –
GA
68
Greytown Advisors
Florida
$331K +$331K +7,303 New
LPIC
69
LeJeune Puetz Investment Counsel
Michigan
$318K +$318K +7,000 New
BTS
70
BB&T Securities
Virginia
$296K – – –
AG
71
Advisor Group
Arizona
$292K +$128K +2,833 +78%
IA
72
IFP Advisors
Florida
$278K +$10.7K +237 +4%
FHA
73
First Horizon Advisors
Tennessee
$250K – – –
SWP
74
Stratos Wealth Partners
Ohio
$236K +$236K +5,192 New
CG
75
Cutler Group
California
$231K +$208K +4,600 +920%
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