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iShares US Regional Banks ETF
IAT

Overview Fund Activity

143 hedge funds and large institutions have $349M invested in iShares US Regional Banks ETF in 2018 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
143
Holders Change
+19
Holders Change %
+15.32%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
30
Increased
55
Reduced
23
Closed
10
Calls
$1.37M
Puts
$1.59M
Net Calls
-$222K
Net Calls Change
+$276K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$46.8M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$8.69M
3
Wells Fargo
3
Wells Fargo
California
$27.2M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$9.97M
5
FIM
5
Foresters Investment Management
New York
$8.14M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$0
2
MC
2
Martin & Co
Tennessee
$3.4M
3
CS
3
Credit Suisse
Switzerland
$0
4
UBS Group
4
UBS Group
Switzerland
$23M
5
PFP
5
Pinnacle Financial Partners
Tennessee
$1.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
MFG
51
Merit Financial Group
Georgia
$720K +$242K +4,806 +51%
CAN
52
Cetera Advisor Networks
California
$643K +$643K +12,586 New
Creative Planning
53
Creative Planning
Kansas
$599K – – –
JPMPWA
54
J.P. Morgan Private Wealth Advisors
California
$592K – – –
B
55
Barings
North Carolina
$579K – – –
AG
56
Advisor Group
Arizona
$562K +$98.4K +1,959 +21%
SB
57
Suntrust Banks
Georgia
$541K -$82.7K -1,642 -13%
VF
58
Virtu Financial
New York
$509K +$509K +10,104 New
Handelsbanken Fonder
59
Handelsbanken Fonder
Sweden
$504K -$202K -4,000 -29%
FWM
60
Frontier Wealth Management
Missouri
$504K – – –
WKWM
61
Walter & Keenan Wealth Management
Indiana
$504K – – –
PWW
62
Pettyjohn Wood & White
Virginia
$500K +$10.1K +200 +2%
BA
63
Ballew Advisors
Mississippi
$483K +$96.8K +1,922 +25%
SCM
64
Schnieders Capital Management
California
$464K – – –
CIBC World Market
65
CIBC World Market
Ontario, Canada
$457K -$7.81K -155 -2%
CFA
66
Carroll Financial Associates
North Carolina
$436K – – –
PA
67
Parallel Advisors
California
$431K +$75.6K +1,501 +21%
TSS
68
Two Sigma Securities
New York
$430K +$430K +8,541 New
PP
69
Patten & Patten
Tennessee
$420K – – –
NFG
70
Next Financial Group
Texas
$418K +$418K +8,297 New
SPIA
71
Steward Partners Investment Advisory
New York
$415K +$1.06K +21 +0.3%
LFAS
72
Level Four Advisory Services
Texas
$397K -$35.2K -698 -8%
MSAM
73
Moloney Securities Asset Management
Missouri
$359K +$359K +7,124 New
LPIC
74
LeJeune Puetz Investment Counsel
Michigan
$322K – – –
Northwestern Mutual Wealth Management
75
Northwestern Mutual Wealth Management
Wisconsin
$322K +$38.4K +762 +14%
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