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iShares US Regional Banks ETF
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Overview Fund Activity

116 hedge funds and large institutions have $208M invested in iShares US Regional Banks ETF in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 52 reducing their positions, and 35 closing their positions.

Holders
116
Holders Change
-17
Holders Change %
-12.78%
% of All Funds
2.59%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
20
Reduced
52
Closed
35
Calls
$570K
Puts
$44K
Net Calls
+$526K
Net Calls Change
+$903K

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$20M
2
FWCM
2
Ferguson Wellman Capital Management
Oregon
$3.35M
3
LNC
3
Lincoln National Corp
Pennsylvania
$3.03M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.33M
5
NRS
5
Neville Rodie & Shaw
New York
$2.02M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.1M
2
SFI
2
SPC Financial Inc
Maryland
$0
3
Wells Fargo
3
Wells Fargo
California
$11.3M
4
Bank of America
4
Bank of America
North Carolina
$30.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5M
Name Market Value Shares Shares
Change 		Shares
Change %
Creative Planning
51
Creative Planning
Kansas
$470K 11,794 -204 -2%
WKWM
52
Walter & Keenan Wealth Management
Indiana
$458K 11,500 – –
B
53
Barings
North Carolina
$458K 11,491 – –
JPMPWA
54
J.P. Morgan Private Wealth Advisors
California
$453K 11,367 -100 -0.9%
SHGA
55
Sand Hill Global Advisors
California
$452K 11,335 +11,335 New
PFP
56
Pinnacle Financial Partners
Tennessee
$408K 10,242 -14,832 -59%
PWW
57
Pettyjohn Wood & White
Virginia
$406K 10,200 – –
SB
58
Suntrust Banks
Georgia
$401K 10,070 -2,786 -22%
BA
59
Ballew Advisors
Mississippi
$397K 8,684 +157 +2%
CFA
60
Carroll Financial Associates
North Carolina
$348K 8,365 -775 -8%
PP
61
Patten & Patten
Tennessee
$344K 8,635 +300 +4%
PA
62
Parallel Advisors
California
$325K 8,163 -793 -9%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$305K 7,651 -1,080 -12%
LFAS
64
Level Four Advisory Services
Texas
$303K 7,599 -302 -4%
PFGIA
65
Patriot Financial Group Insurance Agency
Massachusetts
$276K 6,923 -563 -8%
CFGS
66
Concourse Financial Group Securities
Alabama
$276K 6,932 +6,878 +12,737%
William Blair & Company
67
William Blair & Company
Illinois
$269K 6,746 -6,033 -47%
ASN
68
Advisory Services Network
Georgia
$259K 6,495 -22,604 -78%
LPIC
69
LeJeune Puetz Investment Counsel
Michigan
$255K 6,400 – –
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$246K 6,167 -372 -6%
EAM
71
Evanson Asset Management
California
$243K 6,100 – –
VWA
72
V Wealth Advisors
Kansas
$235K 5,615 -462 -8%
Citigroup
73
Citigroup
New York
$230K 5,781 +1,675 +41%
TFF
74
The Family Firm
Maryland
$225K 5,657 +5,657 New
FHA
75
First Horizon Advisors
Tennessee
$220K 5,546 +8 +0.1%
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