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iShares US Regional Banks ETF
IAT

Overview Fund Activity

106 hedge funds and large institutions have $98.7M invested in iShares US Regional Banks ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
106
Holders Change
+14
Holders Change %
+15.22%
% of All Funds
1.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
33
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$9.07M
2
AWM
2
AE Wealth Management
Kansas
$1.38M
3
TFA
3
Teamwork Financial Advisors
Texas
$1.37M
4
CAM
4
Carret Asset Management
New York
$1.02M
5
Wells Fargo
5
Wells Fargo
California
$3.34M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$1.03M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$521K
3
Morgan Stanley
3
Morgan Stanley
New York
$10.4M
4
PAG
4
Private Advisor Group
New Jersey
$231K
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
NRS
51
Neville Rodie & Shaw
New York
$274K +$274K +6,050 New
PFP
52
Pinnacle Financial Partners
Tennessee
$261K +$216K +4,997 +476%
KAS
53
Kestra Advisory Services
Texas
$254K +$254K +5,655 New
PFC
54
Phocas Financial Corp
California
$240K – – –
CPIG
55
Chicago Partners Investment Group
Illinois
$235K +$235K +4,795 New
PAG
56
Private Advisor Group
New Jersey
$231K -$1.19M -26,192 -84%
Northwestern Mutual Wealth Management
57
Northwestern Mutual Wealth Management
Wisconsin
$231K +$128K +2,831 +125%
FHA
58
First Horizon Advisors
Tennessee
$229K +$3.67K +81 +2%
WIC
59
Woodmont Investment Counsel
Tennessee
$213K +$213K +4,700 New
CFA
60
Carroll Financial Associates
North Carolina
$212K – – –
PFGIA
61
Patriot Financial Group Insurance Agency
Massachusetts
$209K +$86.5K +1,911 +71%
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$203K -$55.9K -1,234 -22%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$199K +$190K +4,210 +2,204%
Franklin Resources
64
Franklin Resources
California
$173K – – –
ASN
65
Advisory Services Network
Georgia
$158K -$90.9K -2,002 -37%
SPIA
66
Steward Partners Investment Advisory
New York
$151K +$590 +13 +0.4%
FF
67
FourThought Financial
Florida
$150K +$150K +3,321 New
EFSCE
68
Enterprise Financial Services Corp (EFSC)
Missouri
$138K – – –
RWA
69
Ropes Wealth Advisors
Massachusetts
$138K +$138K +3,036 New
Citigroup
70
Citigroup
New York
$125K – – –
TPWA
71
TRUE Private Wealth Advisors
Oregon
$123K +$69.2K +1,530 +128%
QCG
72
Quadrant Capital Group
Ohio
$115K – – –
FDCDDQ
73
Federation des caisses Desjardins du Quebec
Quebec, Canada
$110K – – –
AF
74
Advisornet Financial
Minnesota
$89K +$136 +3 +0.2%
LIA
75
Luken Investment Analytics
Tennessee
$79K +$79K +1,750 New
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