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iShares US Regional Banks ETF
IAT

Overview Fund Activity

95 hedge funds and large institutions have $74.6M invested in iShares US Regional Banks ETF in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 13 closing their positions.

Holders
95
Holders Change
+6
Holders Change %
+6.74%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
30
Reduced
19
Closed
13
Calls
$917K
Puts
$555K
Net Calls
+$362K
Net Calls Change
+$353K

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$5.52M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.65M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.69M
4
MIAN
4
Mariner Independent Advisor Network
Kansas
$1.31M
5
UBS Group
5
UBS Group
Switzerland
$3.52M

Top Sellers

1
BCM
1
BTR Capital Management
California
$1.75M
2
CS
2
Credit Suisse
Switzerland
$840K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$589K
4
TRCT
4
Tower Research Capital (TRC)
New York
$241K
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
EAM
51
Evanson Asset Management
California
$206K 6,100 +6,100 New
Stifel Financial
52
Stifel Financial
Missouri
$205K 6,051 +6,051 New
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$200K 5,903 -154 -3%
FHA
54
First Horizon Advisors
Tennessee
$171K 5,067 +1 +0%
CFA
55
Carroll Financial Associates
North Carolina
$158K 4,682 +1,782 +61%
SF
56
Synovus Financial
Georgia
$138K 4,072 +608 +18%
Franklin Resources
57
Franklin Resources
California
$129K 3,825 +3,825 New
EFSCE
58
Enterprise Financial Services Corp (EFSC)
Missouri
$103K 3,050 -6,992 -70%
Citigroup
59
Citigroup
New York
$99K 2,913 -222 -7%
QCG
60
Quadrant Capital Group
Ohio
$86K 2,538 – –
PFGIA
61
Patriot Financial Group Insurance Agency
Massachusetts
$83K 2,450 -578 -19%
FDCDDQ
62
Federation des caisses Desjardins du Quebec
Quebec, Canada
$82.2K 2,430 – –
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$77K 2,267 -360 -14%
AF
64
Advisornet Financial
Minnesota
$66K 1,959 +8 +0.4%
TFA
65
Toth Financial Advisory
Virginia
$57K 1,690 – –
PFP
66
Pinnacle Financial Partners
Tennessee
$53K 1,564 -741 -32%
IA
67
IFP Advisors
Florida
$53K 1,624 +5 +0.3%
BFEC
68
Benjamin F. Edwards & Company
Missouri
$52K 1,539 – –
CAAS
69
Capital Asset Advisory Services
Michigan
$47K 1,300 +1,260 +3,150%
AIM
70
Arcadia Investment Management
Michigan
$41K 1,200 +1,200 New
TPWA
71
TRUE Private Wealth Advisors
Oregon
$40K 1,191 – –
William Blair & Company
72
William Blair & Company
Illinois
$36K 1,050 -3,756 -78%
CAN
73
Cetera Advisor Networks
California
$34K 1,001 +1,001 New
PA
74
Parallel Advisors
California
$33K 1,000 – –
AF
75
Arrow Financial
New York
$25K 735 – –
1 2
3
4 5