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iShares US Regional Banks ETF
IAT

Overview Fund Activity

92 hedge funds and large institutions have $61.6M invested in iShares US Regional Banks ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
92
Holders Change
-3
Holders Change %
-3.16%
% of All Funds
1.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
22
Reduced
32
Closed
9
Calls
$301K
Puts
–
Net Calls
+$301K
Net Calls Change
-$61K

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.28M
3
TRCT
3
Tower Research Capital (TRC)
New York
$1M
4
PAG
4
Private Advisor Group
New Jersey
$1.02M
5
Goldman Sachs
5
Goldman Sachs
New York
$804K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.18M
2
Bank of America
2
Bank of America
North Carolina
$8.71M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.76M
4
SPIA
4
Steward Partners Investment Advisory
New York
$108K
5
MIAN
5
Mariner Independent Advisor Network
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SPIA
51
Steward Partners Investment Advisory
New York
$108K 3,312 -40,788 -92%
EFSCE
52
Enterprise Financial Services Corp (EFSC)
Missouri
$100K 3,050 – –
Citigroup
53
Citigroup
New York
$90K 2,763 -150 -5%
PFGIA
54
Patriot Financial Group Insurance Agency
Massachusetts
$89K 2,704 +254 +10%
QCG
55
Quadrant Capital Group
Ohio
$83K 2,538 – –
FDCDDQ
56
Federation des caisses Desjardins du Quebec
Quebec, Canada
$79.6K 2,430 – –
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$74K 2,260 -7 -0.3%
AF
58
Advisornet Financial
Minnesota
$64K 1,964 +5 +0.3%
IA
59
IFP Advisors
Florida
$53K 1,627 +3 +0.2%
TFA
60
Toth Financial Advisory
Virginia
$52K 1,590 -100 -6%
BFEC
61
Benjamin F. Edwards & Company
Missouri
$51K 1,554 +15 +1%
CAAS
62
Capital Asset Advisory Services
Michigan
$43K 1,300 – –
AIM
63
Arcadia Investment Management
Michigan
$39K 1,200 – –
TPWA
64
TRUE Private Wealth Advisors
Oregon
$38K 1,191 – –
CIAS
65
Capital Investment Advisory Services
North Carolina
$38K 1,150 +1,150 New
PFP
66
Pinnacle Financial Partners
Tennessee
$34K 1,049 -515 -33%
William Blair & Company
67
William Blair & Company
Illinois
$34K 1,050 – –
PA
68
Parallel Advisors
California
$33K 1,000 – –
AF
69
Arrow Financial
New York
$24K 735 – –
PCG
70
Private Capital Group
Connecticut
$20K 600 – –
FPB
71
First PREMIER Bank
South Dakota
$16K 500 – –
GRP
72
Global Retirement Partners
California
$15K 447 +5 +1%
AWA
73
Arkadios Wealth Advisors
Georgia
$14.6K 409 -205 -33%
OSNBOA
74
Old Second National Bank of Aurora
Illinois
$14K 433 – –
Bank of Montreal
75
Bank of Montreal
Ontario, Canada
$14K 400 – –
1 2
3
4 5