IAT icon

iShares US Regional Banks ETF
IAT

Overview Fund Activity

154 hedge funds and large institutions have $393M invested in iShares US Regional Banks ETF in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 60 increasing their positions, 32 reducing their positions, and 33 closing their positions.

Holders
154
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
2.43%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
35
Increased
60
Reduced
32
Closed
33
Calls
$22.1M
Puts
$4.57M
Net Calls
+$17.5M
Net Calls Change
+$22.2M

Top Buyers

1
RCYC
1
Richard C. Young & Co
Rhode Island
$24M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$16.5M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$7.98M
4
Wells Fargo
4
Wells Fargo
California
$12.2M
5
AI
5
Arrien Investments
Idaho
$4.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$152M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.95M
3
UBS Group
3
UBS Group
Switzerland
$4.3M
4
RJA
4
Raymond James & Associates
Florida
$1.9M
5
MOS
5
MGO One Seven
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
51
Capital Investment Advisory Services
North Carolina
$653K +$118K +3,480 +22%
NSIM
52
North Star Investment Management
Illinois
$629K – – –
SFP
53
Sweet Financial Partners
Minnesota
$544K +$201K +5,950 +59%
CAM
54
Cresset Asset Management
Illinois
$532K +$532K +15,707 New
Creative Planning
55
Creative Planning
Kansas
$510K +$91.5K +2,702 +22%
CA
56
CoreCap Advisors
Michigan
$507K +$507K +14,992 New
Stifel Financial
57
Stifel Financial
Missouri
$500K +$73.9K +2,184 +17%
TCA
58
Transcend Capital Advisors
New Jersey
$494K – – –
Mariner
59
Mariner
Kansas
$489K +$44.3K +1,309 +10%
Rockefeller Capital Management
60
Rockefeller Capital Management
New York
$464K -$50.3K -1,486 -10%
Thrivent Financial for Lutherans
61
Thrivent Financial for Lutherans
Minnesota
$462K +$81.3K +2,401 +21%
CP
62
Camelot Portfolios
Ohio
$453K +$453K +13,370 New
WMP
63
Wealth Management Partners
Arizona
$424K +$44.6K +1,318 +12%
WS
64
Wedbush Securities
California
$379K +$379K +11,193 New
VWM
65
Venturi Wealth Management
Texas
$376K +$376K +11,107 New
AAS
66
Avantax Advisory Services
Texas
$362K +$5.01K +148 +1%
GS
67
GTS Securities
New York
$358K +$358K +10,584 New
TCM
68
Triumph Capital Management
Colorado
$355K -$57.3K -1,694 -14%
MGIA
69
Moneta Group Investment Advisors
Missouri
$355K +$130K +3,846 +58%
PP
70
Patten & Patten
Tennessee
$351K +$10.2K +300 +3%
NA
71
NewEdge Advisors
Louisiana
$344K +$98.4K +2,908 +40%
HH
72
Hilltop Holdings
Texas
$341K +$65.7K +1,941 +24%
OC
73
Oppenheimer & Co
New York
$338K -$33K -976 -9%
SCA
74
Snowden Capital Advisors
New York
$326K +$34.9K +1,030 +12%
CCFCSB
75
Cape Cod Five Cents Savings Bank
Massachusetts
$319K +$319K +9,435 New
1 2
3
4 5