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iShares US Regional Banks ETF
IAT

Overview Fund Activity

156 hedge funds and large institutions have $251M invested in iShares US Regional Banks ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 38 increasing their positions, 58 reducing their positions, and 18 closing their positions.

Holders
156
Holders Change
+2
Holders Change %
+1.3%
% of All Funds
2.49%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
23
Increased
38
Reduced
58
Closed
18
Calls
$6.16M
Puts
$4.1M
Net Calls
+$2.07M
Net Calls Change
-$15.5M

Top Buyers

1
LIA
1
Luken Investment Analytics
Tennessee
$4.51M
2
CAG
2
Crestwood Advisors Group
Massachusetts
$2.98M
3
AWC
3
Abundance Wealth Counselors
Pennsylvania
$2.9M
4
Ameriprise
4
Ameriprise
Minnesota
$5.3M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$1.85M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$21.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.29M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$1.48M
4
LPL Financial
4
LPL Financial
California
$7.38M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$600K
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMPWA
51
J.P. Morgan Private Wealth Advisors
California
$643K -$156K -4,641 -20%
NSIM
52
North Star Investment Management
Illinois
$621K -$3.36K -100 -0.5%
CFSG
53
Community Financial Services Group
Vermont
$621K +$621K +18,471 New
CIAS
54
Capital Investment Advisory Services
North Carolina
$615K -$33.2K -989 -5%
CWM
55
C2C Wealth Management
Arizona
$602K -$186K -5,700 -24%
HighTower Advisors
56
HighTower Advisors
Illinois
$600K -$2.16M -64,295 -78%
SFP
57
Sweet Financial Partners
Minnesota
$548K +$8.57K +255 +2%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$519K +$347K +9,844 +201%
TCA
59
Transcend Capital Advisors
New Jersey
$491K – – –
SFS
60
Sowell Financial Services
Arkansas
$478K +$478K +14,026 New
CCFCSB
61
Cape Cod Five Cents Savings Bank
Massachusetts
$476K +$159K +4,723 +50%
Thrivent Financial for Lutherans
62
Thrivent Financial for Lutherans
Minnesota
$458K +$34 +1 +0%
Simplex Trading
63
Simplex Trading
Illinois
$457K -$324K -9,645 -41%
Rockefeller Capital Management
64
Rockefeller Capital Management
New York
$449K -$11.1K -330 -2%
WMP
65
Wealth Management Partners
Arizona
$444K +$23.2K +691 +6%
CA
66
CoreCap Advisors
Michigan
$435K -$68.3K -2,032 -14%
Stifel Financial
67
Stifel Financial
Missouri
$418K -$78.4K -2,332 -16%
WS
68
Wedbush Securities
California
$376K – – –
MGIA
69
Moneta Group Investment Advisors
Missouri
$366K +$13.8K +410 +4%
Creative Planning
70
Creative Planning
Kansas
$360K -$146K -4,331 -29%
VWM
71
Venturi Wealth Management
Texas
$353K -$20.2K -602 -5%
HH
72
Hilltop Holdings
Texas
$348K +$10.1K +300 +3%
PP
73
Patten & Patten
Tennessee
$348K – – –
CCM
74
Coerente Capital Management
Ontario, Canada
$344K +$344K +10,250 New
TCM
75
Triumph Capital Management
Colorado
$344K -$13.8K -404 -4%
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3
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