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iShares US Regional Banks ETF
IAT

Overview Fund Activity

130 hedge funds and large institutions have $872M invested in iShares US Regional Banks ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
–
Holders Change %
0%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
51
Reduced
35
Closed
10
Calls
$824K
Puts
–
Net Calls
+$824K
Net Calls Change
+$387K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$559M
2
Wells Fargo
2
Wells Fargo
California
$37M
3
KAS
3
Kestra Advisory Services
Texas
$2.63M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.11M
5
Ameriprise
5
Ameriprise
Minnesota
$9.68M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$774K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$16.2M
3
SFI
3
SPC Financial Inc
Maryland
$19.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$51.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECA
51
Elevated Capital Advisors
Utah
$730K +$730K +12,060 New
GCA
52
Genesee Capital Advisors
New York
$728K +$728K +12,021 New
CA
53
Cetera Advisors
Colorado
$624K -$127K -2,093 -17%
Truist Financial
54
Truist Financial
North Carolina
$584K -$536K -8,857 -48%
PP
55
Patten & Patten
Tennessee
$580K – – –
NRS
56
Neville Rodie & Shaw
New York
$488K +$3.93K +65 +0.8%
NFG
57
Next Financial Group
Texas
$485K +$1.46K +24 +0.3%
Janney Montgomery Scott
58
Janney Montgomery Scott
Pennsylvania
$485K +$22.5K +372 +5%
DC
59
Davenport & Co
Virginia
$459K +$28.5K +470 +7%
CAN
60
Cetera Advisor Networks
California
$454K +$195K +3,229 +76%
Renaissance Technologies
61
Renaissance Technologies
New York
$442K -$418K -6,900 -49%
BFEC
62
Benjamin F. Edwards & Company
Missouri
$419K -$21.3K -351 -5%
SC
63
Scotia Capital
Ontario, Canada
$412K +$2.48K +41 +0.6%
PWW
64
Pettyjohn Wood & White
Virginia
$400K -$4.55K -75 -1%
BA
65
Ballew Advisors
Mississippi
$394K -$12.3K -195 -3%
Franklin Resources
66
Franklin Resources
California
$393K – – –
FWCM
67
Ferguson Wellman Capital Management
Oregon
$390K -$14.5K -240 -4%
CIBC World Market
68
CIBC World Market
Ontario, Canada
$388K -$666 -11 -0.2%
KPWS
69
Kestra Private Wealth Services
Texas
$388K +$388K +6,405 New
PFC
70
Phocas Financial Corp
California
$381K – – –
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$371K -$11K -181 -3%
CPC
72
Cookson Peirce & Co
Pennsylvania
$369K +$2.67K +44 +0.7%
FHA
73
First Horizon Advisors
Tennessee
$362K – – –
EAM
74
Evanson Asset Management
California
$350K – – –
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$346K +$848 +14 +0.2%
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3
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