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iShares US Regional Banks ETF
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Overview Fund Activity

137 hedge funds and large institutions have $352M invested in iShares US Regional Banks ETF in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
-6
Holders Change %
-4.2%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
12
Increased
46
Reduced
36
Closed
18
Calls
$1.22M
Puts
$1.61M
Net Calls
-$397K
Net Calls Change
-$175K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$59.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$15.8M
3
Ameriprise
3
Ameriprise
Minnesota
$10.1M
4
Wells Fargo
4
Wells Fargo
California
$29.1M
5
Bank of America
5
Bank of America
North Carolina
$45.8M

Top Sellers

1
FIM
1
Foresters Investment Management
New York
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$3.26M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
KFA
5
Kabarec Financial Advisors
Illinois
$6.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
EDRH
51
Edmond de Rothschild Holding
Switzerland
$627K -$349K -7,100 -36%
AG
52
Advisor Group
Arizona
$605K +$55.3K +1,126 +10%
CAN
53
Cetera Advisor Networks
California
$602K -$13.6K -279 -2%
JPMPWA
54
J.P. Morgan Private Wealth Advisors
California
$590K +$12.6K +257 +2%
Creative Planning
55
Creative Planning
Kansas
$587K +$2.46K +50 +0.4%
B
56
Barings
North Carolina
$565K – – –
SB
57
Suntrust Banks
Georgia
$563K +$34.3K +697 +6%
WKWM
58
Walter & Keenan Wealth Management
Indiana
$504K +$12.3K +250 +3%
BCP
59
Blackhawk Capital Partners
Wisconsin
$497K +$497K +10,116 New
FWM
60
Frontier Wealth Management
Missouri
$492K – – –
PWW
61
Pettyjohn Wood & White
Virginia
$488K – – –
CFA
62
Carroll Financial Associates
North Carolina
$449K +$23.6K +480 +6%
SCM
63
Schnieders Capital Management
California
$437K -$16K -325 -4%
AWM
64
Avitas Wealth Management
California
$433K +$433K +8,815 New
CIBC World Market
65
CIBC World Market
Ontario, Canada
$428K -$18.2K -370 -4%
BA
66
Ballew Advisors
Mississippi
$419K -$53.2K -1,080 -11%
PA
67
Parallel Advisors
California
$415K -$4.91K -100 -1%
PP
68
Patten & Patten
Tennessee
$410K – – –
LFAS
69
Level Four Advisory Services
Texas
$387K -$344 -7 -0.1%
PNC Financial Services Group
70
PNC Financial Services Group
Pennsylvania
$372K +$94.6K +1,925 +34%
IA
71
IFP Advisors
Florida
$367K +$154K +3,138 +73%
SPC
72
Sigma Planning Corp
Michigan
$349K -$739K -15,022 -68%
FT
73
Fiduciary Trust
Massachusetts
$345K +$345K +7,028 New
WIC
74
Woodmont Investment Counsel
Tennessee
$328K +$14.7K +300 +5%
LPIC
75
LeJeune Puetz Investment Counsel
Michigan
$315K – – –
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3
4 5