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iShares US Regional Banks ETF
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Overview Fund Activity

166 hedge funds and large institutions have $932M invested in iShares US Regional Banks ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 62 increasing their positions, 40 reducing their positions, and 18 closing their positions.

Holders
166
Holders Change
+7
Holders Change %
+4.4%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
62
Reduced
40
Closed
18
Calls
$1.59M
Puts
$312K
Net Calls
+$1.27M
Net Calls Change
+$963K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$72.5M
2
UBS Group
2
UBS Group
Switzerland
$15.8M
3
LPL Financial
3
LPL Financial
California
$9.91M
4
US Bancorp
4
US Bancorp
Minnesota
$13.1M
5
Truist Financial
5
Truist Financial
North Carolina
$3.09M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$560M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$1.55M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.19M
4
TRCT
4
Tower Research Capital (TRC)
New York
$6K
5
Goldman Sachs
5
Goldman Sachs
New York
$3.26M
Name Market Value Shares Shares
Change 		Shares
Change %
OC
51
Oppenheimer & Co
New York
$1.08M 18,327 -2,843 -13%
EH
52
Equitable Holdings
New York
$970K 16,471 +2,950 +22%
AIM
53
Arcadia Investment Management
Michigan
$896K 15,203 – –
JIC
54
Joel Isaacson & Co
New York
$883K 15,825 – –
JPMorgan Chase & Co
55
JPMorgan Chase & Co
New York
$872K 14,807 -1,642 -10%
TCA
56
Transcend Capital Advisors
New Jersey
$854K 14,500 – –
MIAN
57
Mariner Independent Advisor Network
Kansas
$841K 14,346 +14,346 New
GCA
58
Genesee Capital Advisors
New York
$720K 12,220 +50 +0.4%
SPIA
59
Steward Partners Investment Advisory
New York
$708K 12,014 -17,561 -59%
ECA
60
Elevated Capital Advisors
Utah
$686K 11,650 +11,650 New
PCM
61
Parsons Capital Management
Rhode Island
$591K 10,035 +10,035 New
AR
62
Apeiron RIA
Texas
$582K 10,369 +403 +4%
DC
63
Davenport & Co
Virginia
$579K 9,828 +2,109 +27%
PP
64
Patten & Patten
Tennessee
$565K 9,585 – –
IA
65
IFP Advisors
Florida
$561K 10,851 +9,432 +665%
SCA
66
Snowden Capital Advisors
New York
$522K 8,875 +5,171 +140%
NRS
67
Neville Rodie & Shaw
New York
$513K 8,850 +600 +7%
Franklin Resources
68
Franklin Resources
California
$499K 8,470 +1,948 +30%
WCM
69
WealthBridge Capital Management
Ohio
$496K 8,414 +8,414 New
Janney Montgomery Scott
70
Janney Montgomery Scott
Pennsylvania
$477K 8,097 +249 +3%
VCM
71
Viewpoint Capital Management
Washington
$471K 7,992 – –
CPC
72
Cookson Peirce & Co
Pennsylvania
$436K 7,397 +1,648 +29%
GPFA
73
Game Plan Financial Advisors
Ohio
$433K 7,350 +1,650 +29%
BFEC
74
Benjamin F. Edwards & Company
Missouri
$428K 7,268 +483 +7%
Cetera Investment Advisers
75
Cetera Investment Advisers
Illinois
$404K 6,862 +398 +6%
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