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iShares US Regional Banks ETF
IAT

Overview Fund Activity

159 hedge funds and large institutions have $969M invested in iShares US Regional Banks ETF in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 55 increasing their positions, 36 reducing their positions, and 8 closing their positions.

Holders
159
Holders Change
+29
Holders Change %
+22.31%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
38
Increased
55
Reduced
36
Closed
8
Calls
$816K
Puts
$506K
Net Calls
+$310K
Net Calls Change
-$514K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$611M
2
EE
2
EWG Elevate
California
$6.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$58.4M
4
EF
4
Empowered Funds
Pennsylvania
$3.58M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.34M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$8.35M
2
SI
2
Stephens Inc
Arkansas
$3.41M
3
FTUS
3
Flow Traders U.S.
New York
$547K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$531K
5
CFA
5
Carroll Financial Associates
North Carolina
$310K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
51
JPMorgan Chase & Co
New York
$1.02M +$257K +4,158 +34%
JIC
52
Joel Isaacson & Co
New York
$977K – – –
AIM
53
Arcadia Investment Management
Michigan
$939K -$305K -4,932 -24%
CFGS
54
Concourse Financial Group Securities
Alabama
$905K -$3.52K -57 -0.4%
TCA
55
Transcend Capital Advisors
New Jersey
$896K – – –
EH
56
Equitable Holdings
New York
$835K +$835K +13,521 New
GCA
57
Genesee Capital Advisors
New York
$752K +$9.21K +149 +1%
SFS
58
Sowell Financial Services
Arkansas
$695K +$695K +11,254 New
AR
59
Apeiron RIA
Texas
$616K +$616K +9,966 New
PP
60
Patten & Patten
Tennessee
$592K – – –
Truist Financial
61
Truist Financial
North Carolina
$572K -$24.4K -395 -4%
FTUS
62
Flow Traders U.S.
New York
$547K -$1.28M -20,631 -70%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$531K -$1.24M -20,087 -70%
NFG
64
Next Financial Group
Texas
$528K +$33.8K +547 +7%
CAN
65
Cetera Advisor Networks
California
$520K +$56.8K +919 +12%
NRS
66
Neville Rodie & Shaw
New York
$510K +$11.4K +185 +2%
VCM
67
Viewpoint Capital Management
Washington
$494K +$494K +7,992 New
Janney Montgomery Scott
68
Janney Montgomery Scott
Pennsylvania
$485K -$10.1K -163 -2%
DC
69
Davenport & Co
Virginia
$477K +$8.47K +137 +2%
BA
70
Ballew Advisors
Mississippi
$433K – – –
Northern Trust
71
Northern Trust
Illinois
$432K +$432K +6,991 New
BFEC
72
Benjamin F. Edwards & Company
Missouri
$419K -$7.84K -127 -2%
PWW
73
Pettyjohn Wood & White
Virginia
$408K – – –
Franklin Resources
74
Franklin Resources
California
$403K +$2.6K +42 +0.6%
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$399K +$46.3K +750 +13%
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