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iShares US Regional Banks ETF
IAT

Overview Fund Activity

109 hedge funds and large institutions have $117M invested in iShares US Regional Banks ETF in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 22 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+5
Holders Change %
+4.81%
% of All Funds
2.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
22
Reduced
38
Closed
14
Calls
$418K
Puts
–
Net Calls
+$418K
Net Calls Change
-$2.49M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.7M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.54M
3
Bank of America
3
Bank of America
North Carolina
$12M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.79M
5
Truist Financial
5
Truist Financial
North Carolina
$662K

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$8.3M
3
CS
3
Credit Suisse
Switzerland
$0
4
UBS Group
4
UBS Group
Switzerland
$7.18M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$692K
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
51
Advisor Group
Arizona
$367K -$25.7K -504 -7%
FFN
52
Focus Financial Network
Minnesota
$365K +$4.28K +84 +1%
EAM
53
Evanson Asset Management
California
$311K – – –
LPIC
54
LeJeune Puetz Investment Counsel
Michigan
$303K – – –
William Blair & Company
55
William Blair & Company
Illinois
$303K – – –
MML Investors Services
56
MML Investors Services
Massachusetts
$289K -$4.43K -87 -2%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$282K -$6.67K -131 -2%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$282K – – –
NFG
59
Next Financial Group
Texas
$265K -$35.4K -694 -12%
FHA
60
First Horizon Advisors
Tennessee
$258K – – –
CAN
61
Cetera Advisor Networks
California
$229K +$229K +4,493 New
FCFC
62
First Citizens Financial Corp
Iowa
$229K +$229K +4,500 New
LWP
63
Legacy Wealth Planning
Nevada
$227K +$227K +4,454 New
MIM
64
Marco Investment Management
Georgia
$209K +$209K +4,104 New
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$205K -$4.33K -85 -2%
SM
66
Salzhauer Michael
$205K +$205K +4,017 New
PFGIA
67
Patriot Financial Group Insurance Agency
Massachusetts
$204K +$15.7K +308 +8%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$202K -$29.5K -578 -13%
PA
69
Parallel Advisors
California
$200K +$255 +5 +0.1%
CFA
70
Carroll Financial Associates
North Carolina
$172K -$40.4K -793 -19%
QCG
71
Quadrant Capital Group
Ohio
$168K +$168K +3,313 New
Citigroup
72
Citigroup
New York
$167K +$68.5K +1,344 +69%
AIC
73
Ameritas Investment Company
Nebraska
$155K -$239K -4,706 -61%
FDCDDQ
74
Federation des caisses Desjardins du Quebec
Quebec, Canada
$154K -$9.07K -178 -6%
SF
75
Synovus Financial
Georgia
$122K – – –
1 2
3
4 5