IAT icon

iShares US Regional Banks ETF
IAT

Overview Fund Activity

124 hedge funds and large institutions have $299M invested in iShares US Regional Banks ETF in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 35 increasing their positions, 37 reducing their positions, and 8 closing their positions.

Holders
124
Holders Change
+21
Holders Change %
+20.39%
% of All Funds
2.82%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
30
Increased
35
Reduced
37
Closed
8
Calls
$1.01M
Puts
$1.51M
Net Calls
-$498K
Net Calls Change
-$1.27M

Top Buyers

1
FIM
1
Foresters Investment Management
New York
$4.71M
2
UBS Group
2
UBS Group
Switzerland
$24.3M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$7.92M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$6.04M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.96M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$3.73M
2
TSS
2
Two Sigma Securities
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$34.8M
4
NFG
4
Next Financial Group
Texas
$0
5
CS
5
Credit Suisse
Switzerland
$2.09M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$586K 11,888 +11,888 New
JPMPWA
52
J.P. Morgan Private Wealth Advisors
California
$579K 11,751 -300 -2%
B
53
Barings
North Carolina
$566K 11,491 +11,491 New
LTFS
54
Ladenburg Thalmann Financial Services
Florida
$558K 11,325 +2,881 +34%
WKWM
55
Walter & Keenan Wealth Management
Indiana
$493K 10,000 – –
FWM
56
Frontier Wealth Management
Missouri
$493K 10,000 – –
PWW
57
Pettyjohn Wood & White
Virginia
$479K 9,725 -200 -2%
ASN
58
Advisory Services Network
Georgia
$476K 9,657 +9,657 New
MFG
59
Merit Financial Group
Georgia
$468K 9,496 +9,496 New
AG
60
Advisor Group
Arizona
$456K 9,227 +2,852 +45%
CIBC World Market
61
CIBC World Market
Ontario, Canada
$455K 9,228 -3,345 -27%
SCM
62
Schnieders Capital Management
California
$454K 9,205 +25 +0.3%
CFA
63
Carroll Financial Associates
North Carolina
$426K 8,660 -166 -2%
LFAS
64
Level Four Advisory Services
Texas
$423K 8,581 -167 -2%
PP
65
Patten & Patten
Tennessee
$411K 8,335 – –
SPIA
66
Steward Partners Investment Advisory
New York
$405K 8,223 +94 +1%
FHA
67
First Horizon Advisors
Tennessee
$400K 8,087 -6,505 -45%
BA
68
Ballew Advisors
Mississippi
$378K 7,672 +7,672 New
WIC
69
Woodmont Investment Counsel
Tennessee
$349K 7,075 -1,250 -15%
PA
70
Parallel Advisors
California
$348K 7,053 -697 -9%
CAN
71
Claraphi Advisory Network
United States
$346K 7,017 +7,017 New
SPC
72
Sigma Planning Corp
Michigan
$322K 6,530 -136 -2%
BPC
73
Banque Pictet & Cie
Switzerland
$320K 6,488 – –
LPIC
74
LeJeune Puetz Investment Counsel
Michigan
$315K 6,400 – –
DC
75
Davenport & Co
Virginia
$310K 6,280 – –
1 2
3
4 5