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iShares US Regional Banks ETF
IAT

Overview Fund Activity

130 hedge funds and large institutions have $324M invested in iShares US Regional Banks ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 54 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
-1
Holders Change %
-0.76%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
54
Reduced
35
Closed
13
Calls
$650K
Puts
$213K
Net Calls
+$437K
Net Calls Change
-$288K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$31.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$18M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$5.86M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$7.86M

Top Sellers

1
SAM
1
Synergy Asset Management
Washington
$0
2
TIAM2
2
Tru Independence Asset Management 2
Oregon
$0
3
MFG
3
Magnus Financial Group
New York
$0
4
SMG
4
Spectrum Management Group
Indiana
$2.96M
5
Jane Street
5
Jane Street
New York
$572K
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
51
Jane Street
New York
$572K -$896K -15,565 -61%
PP
52
Patten & Patten
Tennessee
$551K – – –
NRS
53
Neville Rodie & Shaw
New York
$460K +$60.4K +1,050 +15%
NFG
54
Next Financial Group
Texas
$459K -$63.6K -1,106 -12%
TRCT
55
Tower Research Capital (TRC)
New York
$448K +$133K +2,317 +42%
Janney Montgomery Scott
56
Janney Montgomery Scott
Pennsylvania
$439K -$14.7K -256 -3%
BFEC
57
Benjamin F. Edwards & Company
Missouri
$418K -$430K -7,468 -51%
DC
58
Davenport & Co
Virginia
$409K -$5.46K -95 -1%
Bank of Montreal
59
Bank of Montreal
Ontario, Canada
$391K +$270K +4,691 +224%
SC
60
Scotia Capital
Ontario, Canada
$389K +$172K +2,990 +79%
PWW
61
Pettyjohn Wood & White
Virginia
$384K -$54.7K -950 -12%
FWCM
62
Ferguson Wellman Capital Management
Oregon
$384K -$20.7K -360 -5%
PAG
63
Private Advisor Group
New Jersey
$381K +$57.7K +1,003 +18%
CS
64
Credit Suisse
Switzerland
$380K -$310K -5,399 -45%
Franklin Resources
65
Franklin Resources
California
$373K +$195K +3,380 +109%
AA
66
AlphaMark Advisors
Kentucky
$369K -$30.2K -525 -8%
CIBC World Market
67
CIBC World Market
Ontario, Canada
$369K -$17.7K -308 -5%
BA
68
Ballew Advisors
Mississippi
$368K -$446K -7,813 -55%
PCM
69
Penserra Capital Management
California
$365K +$365K +6,354 New
Northwestern Mutual Wealth Management
70
Northwestern Mutual Wealth Management
Wisconsin
$364K +$50.1K +869 +16%
PFC
71
Phocas Financial Corp
California
$362K – – –
EAM
72
Evanson Asset Management
California
$351K – – –
CPC
73
Cookson Peirce & Co
Pennsylvania
$348K +$348K +6,042 New
FHA
74
First Horizon Advisors
Tennessee
$344K -$1.44K -25 -0.4%
SPC
75
Sigma Planning Corp
Michigan
$341K +$19.3K +336 +6%
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3
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