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iShares US Regional Banks ETF
IAT

Overview Fund Activity

133 hedge funds and large institutions have $446M invested in iShares US Regional Banks ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
-6
Holders Change %
-4.32%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
35
Reduced
49
Closed
19
Calls
$420K
Puts
–
Net Calls
+$420K
Net Calls Change
-$590K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.37M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$4.14M
3
UBS Group
3
UBS Group
Switzerland
$4.07M
4
WP
4
WealthShield Partners
North Carolina
$973K
5
AR
5
Apeiron RIA
Texas
$359K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$316M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.2M
3
Wells Fargo
3
Wells Fargo
California
$8.62M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.63M
5
KAS
5
Kestra Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Jane Street
51
Jane Street
New York
$395K -$224K -4,683 -36%
NRS
52
Neville Rodie & Shaw
New York
$392K -$31.1K -650 -7%
VCM
53
Viewpoint Capital Management
Washington
$382K – – –
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$381K -$24.8K -519 -6%
NA
55
NewEdge Advisors
Louisiana
$370K +$5.64K +118 +2%
AR
56
Apeiron RIA
Texas
$359K +$359K +7,520 New
Franklin Resources
57
Franklin Resources
California
$312K -$16.7K -350 -5%
Marshall Wace
58
Marshall Wace
United Kingdom
$296K +$296K +6,200 New
PWW
59
Pettyjohn Wood & White
Virginia
$286K -$28.6K -600 -9%
FHA
60
First Horizon Advisors
Tennessee
$276K -$19.1K -400 -6%
AAS
61
Avantax Advisory Services
Texas
$275K -$48.2K -1,009 -15%
RWA
62
Ropes Wealth Advisors
Massachusetts
$274K – – –
MML Investors Services
63
MML Investors Services
Massachusetts
$269K +$19.1K +399 +8%
BA
64
Ballew Advisors
Mississippi
$266K -$36.4K -753 -12%
SPC
65
Sigma Planning Corp
Michigan
$254K +$17.6K +370 +7%
CPIG
66
Chicago Partners Investment Group
Illinois
$252K +$249 +5 +0.1%
Thrivent Financial for Lutherans
67
Thrivent Financial for Lutherans
Minnesota
$250K +$1.91K +40 +0.8%
GPFA
68
Game Plan Financial Advisors
Ohio
$239K +$26.3K +550 +12%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$234K – – –
CAN
70
Cetera Advisor Networks
California
$229K -$1.49M -31,242 -87%
FWCM
71
Ferguson Wellman Capital Management
Oregon
$225K -$15.8K -330 -7%
PNC Financial Services Group
72
PNC Financial Services Group
Pennsylvania
$225K +$29.4K +614 +15%
WIC
73
Woodmont Investment Counsel
Tennessee
$220K – – –
TFS
74
Thoroughbred Financial Services
Tennessee
$219K +$1.05K +22 +0.5%
SFI
75
SPC Financial Inc
Maryland
$208K -$110K -2,315 -35%
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