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iShares US Regional Banks ETF
IAT

Overview Fund Activity

181 hedge funds and large institutions have $322M invested in iShares US Regional Banks ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+25
Holders Change %
+16.03%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
50
Increased
56
Reduced
48
Closed
23
Calls
$3.71M
Puts
$3.71M
Net Calls
–
Net Calls Change
-$2.07M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$54.4M
2
HCA
2
Heck Capital Advisors
Wisconsin
$9.43M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$16.6M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$9.69M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$6.24M

Top Sellers

1
RCYC
1
Richard C. Young & Co
Rhode Island
$0
2
BB
2
Bell Bank
North Dakota
$0
3
LIA
3
Luken Investment Analytics
Tennessee
$73.2K
4
AI
4
Arrien Investments
Idaho
$2.82M
5
CI
5
CX Institutional
Indiana
$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$667K +$108K +2,579 +19%
TCA
52
Transcend Capital Advisors
New Jersey
$611K +$126 +3 +0%
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$603K +$32.1K +766 +6%
Jane Street
54
Jane Street
New York
$594K -$1.99M -47,575 -77%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$567K -$62.4K -1,459 -10%
AWS
56
Aspen Wealth Strategies
Colorado
$548K +$548K +13,088 New
WMP
57
Wealth Management Partners
Arizona
$535K -$17.8K -426 -3%
CA
58
CoreCap Advisors
Michigan
$535K -$6.99K -167 -1%
NSIM
59
North Star Investment Management
Illinois
$531K -$243K -5,800 -31%
D.E. Shaw & Co
60
D.E. Shaw & Co
New York
$506K +$506K +12,100 New
Stifel Financial
61
Stifel Financial
Missouri
$504K -$16.5K -394 -3%
HH
62
Hilltop Holdings
Texas
$470K +$36K +860 +8%
MGIA
63
Moneta Group Investment Advisors
Missouri
$456K – – –
WS
64
Wedbush Securities
California
$432K -$36.3K -868 -8%
NA
65
NewEdge Advisors
Louisiana
$422K +$50.7K +1,211 +14%
AWM
66
Apollon Wealth Management
South Carolina
$418K +$418K +10,002 New
PP
67
Patten & Patten
Tennessee
$414K -$20.1K -480 -5%
SFG
68
Sage Financial Group
Pennsylvania
$403K +$9.16K +219 +2%
SOS
69
Silver Oak Securities
Tennessee
$393K +$393K +9,389 New
Cetera Investment Advisers
70
Cetera Investment Advisers
Illinois
$386K -$8.03K -192 -2%
Millennium Management
71
Millennium Management
New York
$369K +$369K +8,824 New
SF
72
Synovus Financial
Georgia
$366K -$50.7K -1,212 -12%
OC
73
Oppenheimer & Co
New York
$355K -$43K -1,028 -11%
CAN
74
Cetera Advisor Networks
California
$339K +$13.4K +321 +4%
VCM
75
Viewpoint Capital Management
Washington
$334K – – –
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3
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