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iShares US Regional Banks ETF
IAT

Overview Fund Activity

153 hedge funds and large institutions have $407M invested in iShares US Regional Banks ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 54 increasing their positions, 26 reducing their positions, and 30 closing their positions.

Holders
153
Holders Change
+15
Holders Change %
+10.87%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
46
Increased
54
Reduced
26
Closed
30
Calls
$5.83M
Puts
$10.5M
Net Calls
-$4.64M
Net Calls Change
-$4.81M

Top Buyers

1
BIA
1
Barry Investment Advisors
Massachusetts
$9.81M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$9.18M
3
Morgan Stanley
3
Morgan Stanley
New York
$16M
4
BB
4
Bell Bank
North Dakota
$7.98M
5
Goldman Sachs
5
Goldman Sachs
New York
$10M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$219M
2
TRCT
2
Tower Research Capital (TRC)
New York
$320K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$648K
4
SFWA
4
Summit Financial Wealth Advisors
Louisiana
$0
5
WP
5
WealthShield Partners
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FTUS
51
Flow Traders U.S.
New York
$549K +$549K +15,350 New
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$543K +$130K +3,650 +32%
TCA
53
Transcend Capital Advisors
New Jersey
$523K -$33.2K -928 -6%
Mariner
54
Mariner
Kansas
$471K -$9.14K -255 -2%
ACP
55
Aveo Capital Partners
Colorado
$467K +$467K +13,060 New
Stifel Financial
56
Stifel Financial
Missouri
$450K -$378K -10,552 -46%
Creative Planning
57
Creative Planning
Kansas
$442K +$62K +1,733 +16%
TCM
58
Triumph Capital Management
Colorado
$436K +$436K +12,179 New
Simplex Trading
59
Simplex Trading
Illinois
$418K +$351K +9,825 +523%
Belvedere Trading
60
Belvedere Trading
Illinois
$414K +$414K +11,563 New
Cerity Partners
61
Cerity Partners
New York
$412K +$412K +858 New
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$402K +$94.6K +2,645 +31%
WMP
63
Wealth Management Partners
Arizona
$401K +$401K +11,212 New
OC
64
Oppenheimer & Co
New York
$392K +$392K +10,965 New
AAS
65
Avantax Advisory Services
Texas
$377K +$115K +3,211 +44%
HCA
66
Harbour Capital Advisors
Virginia
$374K +$374K +10,460 New
SFP
67
Sweet Financial Partners
Minnesota
$362K +$362K +10,110 New
PP
68
Patten & Patten
Tennessee
$360K – – –
GFG
69
Goldstone Financial Group
Illinois
$344K +$344K +9,614 New
SPIA
70
Steward Partners Investment Advisory
New York
$341K +$246K +6,886 +260%
TPSF
71
Texas Permanent School Fund
Texas
$331K -$331K -9,245 -50%
TRCT
72
Tower Research Capital (TRC)
New York
$320K -$1.08M -30,052 -77%
SCA
73
Snowden Capital Advisors
New York
$308K -$29.5K -823 -9%
HH
74
Hilltop Holdings
Texas
$291K +$291K +8,125 New
VCM
75
Viewpoint Capital Management
Washington
$286K – – –
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