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iShares US Regional Banks ETF
IAT

Overview Fund Activity

89 hedge funds and large institutions have $55.8M invested in iShares US Regional Banks ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 35 reducing their positions, and 30 closing their positions.

Holders
89
Holders Change
-20
Holders Change %
-18.35%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
18
Reduced
35
Closed
30
Calls
$9K
Puts
–
Net Calls
+$9K
Net Calls Change
-$409K

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$2.62M
2
Bank of America
2
Bank of America
North Carolina
$8.66M
3
Jane Street
3
Jane Street
New York
$1.03M
4
TRCT
4
Tower Research Capital (TRC)
New York
$1.33M
5
Goldman Sachs
5
Goldman Sachs
New York
$407K

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$109K
2
UBS Group
2
UBS Group
Switzerland
$1.95M
3
OSNBOA
3
Old Second National Bank of Aurora
Illinois
$13K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.32M
5
Stifel Financial
5
Stifel Financial
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$91K -$4.18K -144 -4%
PFGIA
52
Patriot Financial Group Insurance Agency
Massachusetts
$88K -$28.1K -966 -24%
ASN
53
Advisory Services Network
Georgia
$85K +$80.4K +2,785 +1,752%
CFA
54
Carroll Financial Associates
North Carolina
$83K -$13.7K -480 -14%
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$76K -$38.6K -1,335 -34%
QCG
56
Quadrant Capital Group
Ohio
$73K -$22.3K -775 -23%
FDCDDQ
57
Federation des caisses Desjardins du Quebec
Quebec, Canada
$70.3K -$17.3K -600 -20%
PFP
58
Pinnacle Financial Partners
Tennessee
$67K -$289K -9,941 -81%
AF
59
Advisornet Financial
Minnesota
$56K – – –
EDRH
60
Edmond de Rothschild Holding
Switzerland
$56K – – –
IA
61
IFP Advisors
Florida
$49K -$6.05K -200 -11%
TFA
62
Toth Financial Advisory
Virginia
$49K – – –
QAM
63
QCI Asset Management
New York
$45K – – –
BFEC
64
Benjamin F. Edwards & Company
Missouri
$44K -$829 -29 -2%
TPWA
65
TRUE Private Wealth Advisors
Oregon
$34K +$34K +1,191 New
PA
66
Parallel Advisors
California
$28K -$82K -2,928 -75%
AF
67
Arrow Financial
New York
$21K – – –
PCG
68
Private Capital Group
Connecticut
$17K – – –
VCP
69
Verus Capital Partners
Arizona
$15K +$15K +508 New
FPB
70
First PREMIER Bank
South Dakota
$14K +$14K +500 New
OSNBOA
71
Old Second National Bank of Aurora
Illinois
$13K -$2.05M -68,317 -99%
GRP
72
Global Retirement Partners
California
$13K -$2.31K -78 -15%
IBOK
73
Independence Bank of Kentucky
Kentucky
$12K – – –
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$11K -$99.7K -3,625 -90%
LDFR
75
Lehman & Derafelo Financial Resources
Pennsylvania
$9K – – –
1 2
3
4 5