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iShares US Regional Banks ETF
IAT

Overview Fund Activity

131 hedge funds and large institutions have $291M invested in iShares US Regional Banks ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 43 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+25
Holders Change %
+23.58%
% of All Funds
2.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
43
Reduced
24
Closed
9
Calls
$725K
Puts
–
Net Calls
+$725K
Net Calls Change
+$725K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$49.1M
2
Wells Fargo
Wells Fargo
California
$24.6M
3
SFI
SPC Financial Inc
Maryland
$19.9M
4
Bank of America
Bank of America
North Carolina
$30.9M
5
MWM
MinichMacGregor Wealth Management
New York
$9.39M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$0
2
Citadel Advisors
Citadel Advisors
Florida
$1.13M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$747K
4
HF
HRT Financial
New York
$0
5
CS
Credit Suisse
Switzerland
$680K
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
51
Ballew Advisors
Mississippi
$814K +$407K +7,130 +100%
CFGS
52
Concourse Financial Group Securities
Alabama
$805K +$246K +4,334 +44%
Renaissance Technologies
53
Renaissance Technologies
New York
$771K +$771K +13,600 New
JPMorgan Chase & Co
54
JPMorgan Chase & Co
New York
$747K -$2.1M -37,083 -74%
CS
55
Credit Suisse
Switzerland
$680K -$727K -12,842 -52%
WB
56
WesBanco Bank
West Virginia
$622K +$622K +10,976 New
ECA
57
Elevated Capital Advisors
Utah
$561K +$45.3K +814 +9%
PP
58
Patten & Patten
Tennessee
$543K – – –
NFG
59
Next Financial Group
Texas
$515K -$64.4K -1,135 -11%
Janney Montgomery Scott
60
Janney Montgomery Scott
Pennsylvania
$447K -$453K -7,993 -50%
PWW
61
Pettyjohn Wood & White
Virginia
$432K -$9.92K -175 -2%
DC
62
Davenport & Co
Virginia
$408K +$408K +7,207 New
FWCM
63
Ferguson Wellman Capital Management
Oregon
$399K -$56.7K -1,000 -12%
AA
64
AlphaMark Advisors
Kentucky
$394K -$73.8K -1,300 -16%
NRS
65
Neville Rodie & Shaw
New York
$394K +$51K +900 +15%
CIBC World Market
66
CIBC World Market
Ontario, Canada
$381K +$381K +6,723 New
FTUS
67
Flow Traders U.S.
New York
$365K +$365K +6,434 New
PFC
68
Phocas Financial Corp
California
$356K +$356K +6,295 New
Koshinski Asset Management
69
Koshinski Asset Management
Illinois
$355K +$355K +6,269 New
EAM
70
Evanson Asset Management
California
$346K – – –
FHA
71
First Horizon Advisors
Tennessee
$340K +$54.6K +966 +19%
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$323K -$38.1K -673 -11%
PAG
73
Private Advisor Group
New Jersey
$319K +$29.9K +527 +10%
SPC
74
Sigma Planning Corp
Michigan
$317K +$317K +5,592 New
TRCT
75
Tower Research Capital (TRC)
New York
$310K +$310K +5,471 New
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