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iShares US Regional Banks ETF
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Overview Fund Activity

124 hedge funds and large institutions have $261M invested in iShares US Regional Banks ETF in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
124
Holders Change
+15
Holders Change %
+13.76%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
26
Increased
43
Reduced
31
Closed
8
Calls
$1.31M
Puts
$532K
Net Calls
+$781K
Net Calls Change
+$518K

Top Buyers

1
SFI
1
SPC Financial Inc
Maryland
$9.85M
2
Bank of America
2
Bank of America
North Carolina
$33M
3
Wells Fargo
3
Wells Fargo
California
$28.5M
4
RJA
4
Raymond James & Associates
Florida
$4.41M
5
Morgan Stanley
5
Morgan Stanley
New York
$23.3M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$0
2
Citigroup
2
Citigroup
New York
$4.58M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$893K
4
Goldman Sachs
4
Goldman Sachs
New York
$412K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SI
51
SII Investments
Wisconsin
$674K +$232K +5,225 +52%
KA
52
Kovack Advisors
Florida
$673K +$673K +15,027 New
FHA
53
First Horizon Advisors
Tennessee
$662K +$346K +7,760 +109%
WKWM
54
Walter & Keenan Wealth Management
Indiana
$627K +$179K +4,000 +40%
FAAS
55
First Allied Advisory Services
California
$563K -$849K -18,960 -60%
UR
56
USCA RIA
Texas
$554K -$44.7K -997 -7%
JPMPWA
57
J.P. Morgan Private Wealth Advisors
California
$540K +$13.4K +300 +3%
BNP Paribas Financial Markets
58
BNP Paribas Financial Markets
France
$524K +$524K +11,700 New
SAM
59
Shamrock Asset Management
Texas
$506K +$506K +11,293 New
PWW
60
Pettyjohn Wood & White
Virginia
$494K +$4.48K +100 +0.9%
JPMorgan Chase & Co
61
JPMorgan Chase & Co
New York
$485K +$414K +9,237 +584%
SIC
62
Salem Investment Counselors
North Carolina
$449K -$885 -20 -0.2%
FWM
63
Frontier Wealth Management
Missouri
$448K – – –
Handelsbanken Fonder
64
Handelsbanken Fonder
Sweden
$448K +$448K +10,000 New
Jane Street
65
Jane Street
New York
$446K -$1.37M -30,570 -75%
NPC
66
National Planning Corporation
California
$434K -$41.2K -926 -9%
SCM
67
Schnieders Capital Management
California
$418K +$418K +9,320 New
Goldman Sachs
68
Goldman Sachs
New York
$412K -$3.59M -80,144 -90%
CFA
69
Carroll Financial Associates
North Carolina
$408K +$35.2K +785 +9%
PP
70
Patten & Patten
Tennessee
$389K – – –
Millennium Management
71
Millennium Management
New York
$358K +$358K +8,000 New
LTFS
72
Ladenburg Thalmann Financial Services
Florida
$355K -$1.03M -22,987 -74%
DC
73
Davenport & Co
Virginia
$348K -$30.9K -680 -8%
SWP
74
Stratos Wealth Partners
Ohio
$344K +$112K +2,495 +48%
GA
75
Greytown Advisors
Florida
$327K – – –
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3
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