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iShares US Regional Banks ETF
IAT

Overview Fund Activity

138 hedge funds and large institutions have $415M invested in iShares US Regional Banks ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 40 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+5
Holders Change %
+3.76%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
40
Reduced
40
Closed
13
Calls
$367K
Puts
$195K
Net Calls
+$172K
Net Calls Change
-$248K

Top Buyers

1
MOS
1
MGO One Seven
Ohio
$1.99M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.19M
3
US Bancorp
3
US Bancorp
Minnesota
$11.5M
4
SFWA
4
Summit Financial Wealth Advisors
Louisiana
$838K
5
Marshall Wace
5
Marshall Wace
United Kingdom
$1.09M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$295M
2
Morgan Stanley
2
Morgan Stanley
New York
$10.2M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$1.25M
4
Ameriprise
4
Ameriprise
Minnesota
$2.78M
5
Wells Fargo
5
Wells Fargo
California
$7.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
51
Capital Investment Advisory Services
North Carolina
$442K +$7K +147 +2%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$410K +$161K +3,370 +64%
NRS
53
Neville Rodie & Shaw
New York
$391K – – –
RBFC
54
Roman Butler Fullerton & Co
Missouri
$387K +$387K +7,742 New
Janney Montgomery Scott
55
Janney Montgomery Scott
Pennsylvania
$381K +$1.14K +24 +0.3%
VCM
56
Viewpoint Capital Management
Washington
$381K – – –
AR
57
Apeiron RIA
Texas
$358K – – –
MCC
58
Money Concepts Capital
Florida
$351K +$351K +7,372 New
AAS
59
Avantax Advisory Services
Texas
$349K +$74.9K +1,572 +27%
NFC
60
Northeast Financial Consultants
Connecticut
$343K -$858K -18,000 -71%
WWM
61
Western Wealth Management
Colorado
$335K -$955K -20,040 -74%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$314K +$314K +6,596 New
Franklin Resources
63
Franklin Resources
California
$311K – – –
CPIG
64
Chicago Partners Investment Group
Illinois
$290K +$19.8K +369 +7%
PWW
65
Pettyjohn Wood & White
Virginia
$286K – – –
BA
66
Ballew Advisors
Mississippi
$277K – – –
FHA
67
First Horizon Advisors
Tennessee
$275K – – –
Bank of Montreal
68
Bank of Montreal
Ontario, Canada
$267K – – –
MML Investors Services
69
MML Investors Services
Massachusetts
$262K -$6.29K -132 -2%
PFGIA
70
Patriot Financial Group Insurance Agency
Massachusetts
$235K +$33.4K +702 +17%
FWCM
71
Ferguson Wellman Capital Management
Oregon
$235K +$10.3K +215 +5%
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$234K – – –
SPC
73
Sigma Planning Corp
Michigan
$226K -$28K -588 -11%
BRWA
74
B. Riley Wealth Advisors
Florida
$224K +$224K +4,698 New
TFS
75
Thoroughbred Financial Services
Tennessee
$220K +$1.19K +25 +0.5%
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3
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