IAT icon

iShares US Regional Banks ETF

123 hedge funds and large institutions have $185M invested in iShares US Regional Banks ETF in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 20 increasing their positions, 50 reducing their positions, and 12 closing their positions.

Holders
123
Holders Change
+7
Holders Change %
+6.03%
% of All Funds
2.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
20
Reduced
50
Closed
12
Calls
$895K
Puts
$425K
Net Calls
+$470K
Net Calls Change
-$56K
Name Holding Trade Value Shares
Change
Shares
Change %
PP
51
Patten & Patten
Tennessee
$375K
CFA
52
Carroll Financial Associates
North Carolina
$363K
CFGS
53
Concourse Financial Group Securities
Alabama
$336K +$34.9K +804 +12%
FFN
54
Focus Financial Network
Minnesota
$331K +$331K +7,607 New
TFF
55
The Family Firm
Maryland
$317K +$71.4K +1,646 +29%
William Blair & Company
56
William Blair & Company
Illinois
$306K +$13.4K +308 +5%
PFGIA
57
Patriot Financial Group Insurance Agency
Massachusetts
$304K +$5.01K +116 +2%
AIC
58
Ameritas Investment Company
Nebraska
$297K +$297K +6,846 New
AIM
59
Arcadia Investment Management
Michigan
$285K +$285K +6,550 New
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$282K -$1.51M -26,267 -84%
LPIC
61
LeJeune Puetz Investment Counsel
Michigan
$278K
DCM
62
Donaldson Capital Management
Indiana
$277K -$247K -5,700 -47%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$269K -$63.9K -1,469 -19%
EAM
64
Evanson Asset Management
California
$265K
VWA
65
V Wealth Advisors
Kansas
$261K
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$260K -$8.45K -194 -3%
SC
67
Scotia Capital
Ontario, Canada
$250K -$510K -11,742 -67%
LFAS
68
Level Four Advisory Services
Texas
$225K -$106K -2,428 -32%
FHA
69
First Horizon Advisors
Tennessee
$219K -$20.8K -482 -9%
FAM
70
Formidable Asset Management
Ohio
$201K +$201K +8,130 New
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$198K -$681K -15,640 -77%
Marshall Wace
72
Marshall Wace
United Kingdom
$190K +$190K +4,377 New
FDCDDQ
73
Federation des caisses Desjardins du Quebec
Quebec, Canada
$180K
PA
74
Parallel Advisors
California
$166K -$189K -4,347 -53%
GRP
75
Global Retirement Partners
California
$157K -$3.22K -74 -2%