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iShares US Regional Banks ETF
IAT

Overview Fund Activity

133 hedge funds and large institutions have $333M invested in iShares US Regional Banks ETF in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
-4
Holders Change %
-2.92%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
13
Increased
52
Reduced
32
Closed
16
Calls
$578K
Puts
$955K
Net Calls
-$377K
Net Calls Change
+$20K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$13.3M
2
RJA
2
Raymond James & Associates
Florida
$9.33M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$2.93M
4
Jane Street
4
Jane Street
New York
$2.13M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$4.37M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.9M
2
VC
2
Vestor Capital
Illinois
$0
3
DCM
3
Donaldson Capital Management
Indiana
$1.02M
4
Wells Fargo
4
Wells Fargo
California
$27.4M
5
VF
5
Virtu Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
51
William Blair & Company
Illinois
$626K – – –
Creative Planning
52
Creative Planning
Kansas
$588K +$2.94K +60 +0.5%
B
53
Barings
North Carolina
$563K – – –
JPMPWA
54
J.P. Morgan Private Wealth Advisors
California
$562K -$26.5K -541 -5%
SPC
55
Sigma Planning Corp
Michigan
$547K +$199K +4,067 +57%
PWW
56
Pettyjohn Wood & White
Virginia
$500K +$13.5K +275 +3%
FWM
57
Frontier Wealth Management
Missouri
$490K – – –
TSS
58
Two Sigma Securities
New York
$448K +$142K +2,903 +47%
CFA
59
Carroll Financial Associates
North Carolina
$447K – – –
PA
60
Parallel Advisors
California
$439K +$24.6K +502 +6%
AWM
61
Avitas Wealth Management
California
$433K +$1.13K +23 +0.3%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$429K +$57.2K +1,165 +15%
SCM
63
Schnieders Capital Management
California
$428K -$7.35K -150 -2%
PP
64
Patten & Patten
Tennessee
$408K – – –
LFAS
65
Level Four Advisory Services
Texas
$387K +$1.23K +25 +0.3%
BA
66
Ballew Advisors
Mississippi
$376K +$573 +13 +0.2%
PFGIA
67
Patriot Financial Group Insurance Agency
Massachusetts
$367K +$87.5K +1,784 +31%
Koshinski Asset Management
68
Koshinski Asset Management
Illinois
$354K +$354K +7,217 New
FT
69
Fiduciary Trust
Massachusetts
$344K – – –
Goldman Sachs
70
Goldman Sachs
New York
$324K +$324K +6,611 New
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$320K +$18.1K +369 +6%
IA
72
IFP Advisors
Florida
$315K -$50.7K -1,035 -14%
LPIC
73
LeJeune Puetz Investment Counsel
Michigan
$314K – – –
SPIA
74
Steward Partners Investment Advisory
New York
$313K +$20.1K +410 +7%
DC
75
Davenport & Co
Virginia
$308K +$5.88K +120 +2%
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3
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