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iShares US Regional Banks ETF
IAT

Overview Fund Activity

112 hedge funds and large institutions have $265M invested in iShares US Regional Banks ETF in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 42 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
-12
Holders Change %
-9.68%
% of All Funds
2.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
15
Increased
35
Reduced
42
Closed
25
Calls
$2.87M
Puts
$217K
Net Calls
+$2.65M
Net Calls Change
+$1.87M

Top Buyers

1
HCMNY
1
Howard Capital Management (New York)
New York
$14.1M
2
Bank of America
2
Bank of America
North Carolina
$40.6M
3
UBS Group
3
UBS Group
Switzerland
$22M
4
Morgan Stanley
4
Morgan Stanley
New York
$27.7M
5
SG Americas Securities
5
SG Americas Securities
New York
$3.58M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$22M
2
NSIM
2
North Star Investment Management
Illinois
$1.34M
3
IH
3
IFC Holdings
Florida
$580K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.4M
5
CS
5
Credit Suisse
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
51
J.P. Morgan Private Wealth Advisors
California
$549K – – –
WKWM
52
Walter & Keenan Wealth Management
Indiana
$537K -$100K -2,200 -16%
BAM
53
Baring Asset Management
United Kingdom
$523K -$1.57M -34,405 -75%
PWW
54
Pettyjohn Wood & White
Virginia
$461K -$41K -900 -8%
FWM
55
Frontier Wealth Management
Missouri
$456K – – –
SWP
56
Stratos Wealth Partners
Ohio
$451K +$101K +2,222 +29%
SCM
57
Schnieders Capital Management
California
$448K +$23.9K +525 +6%
CFA
58
Carroll Financial Associates
North Carolina
$432K +$18K +395 +4%
WIC
59
Woodmont Investment Counsel
Tennessee
$404K -$346K -7,600 -46%
NPC
60
National Planning Corporation
California
$393K -$58.6K -1,264 -13%
PP
61
Patten & Patten
Tennessee
$380K -$16K -350 -4%
LTFS
62
Ladenburg Thalmann Financial Services
Florida
$355K -$4.64K -102 -1%
SPIA
63
Steward Partners Investment Advisory
New York
$349K +$322K +7,090 +1,202%
GA
64
Greytown Advisors
Florida
$333K – – –
SPC
65
Sigma Planning Corp
Michigan
$322K -$765K -16,778 -70%
BPC
66
Banque Pictet & Cie
Switzerland
$296K -$411K -9,015 -58%
LPIC
67
LeJeune Puetz Investment Counsel
Michigan
$292K – – –
FDCDDQ
68
Federation des caisses Desjardins du Quebec
Quebec, Canada
$291K +$291K +6,379 New
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$289K +$22.1K +485 +8%
PA
70
Parallel Advisors
California
$277K +$4.58K +100 +2%
DC
71
Davenport & Co
Virginia
$277K -$71.9K -1,578 -21%
LFAS
72
Level Four Advisory Services
Texas
$268K – – –
PNC Financial Services Group
73
PNC Financial Services Group
Pennsylvania
$242K +$8.37K +185 +4%
AG
74
Advisor Group
Arizona
$240K -$506K -11,065 -68%
AFP
75
Ausdal Financial Partners
Iowa
$230K +$4.55K +100 +2%
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