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iShares US Regional Banks ETF
IAT

Overview Fund Activity

157 hedge funds and large institutions have $240M invested in iShares US Regional Banks ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 55 increasing their positions, 65 reducing their positions, and 29 closing their positions.

Holders
157
Holders Change
-24
Holders Change %
-13.26%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
55
Reduced
65
Closed
29
Calls
$5.93M
Puts
$4.45M
Net Calls
+$1.49M
Net Calls Change
+$1.49M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$7.38M
2
Citadel Advisors
2
Citadel Advisors
Florida
$5.45M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$12.4M
4
CWM
4
Chicago Wealth Management
Illinois
$2.14M
5
AWS
5
Atria Wealth Solutions
New York
$2.94M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.9M
2
BIA
2
Barry Investment Advisors
Massachusetts
$0
3
Bank of America
3
Bank of America
North Carolina
$15.7M
4
HCA
4
Heck Capital Advisors
Wisconsin
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.71M
Name Market Value Shares Shares
Change 		Shares
Change %
Thrivent Financial for Lutherans
51
Thrivent Financial for Lutherans
Minnesota
$657K 15,139 +728 +5%
TCA
52
Transcend Capital Advisors
New Jersey
$634K 14,605 +1 +0%
Stifel Financial
53
Stifel Financial
Missouri
$580K 13,368 +1,330 +11%
WMP
54
Wealth Management Partners
Arizona
$559K 12,875 +80 +0.6%
NSIM
55
North Star Investment Management
Illinois
$550K 12,670 -10 -0.1%
MGIA
56
Moneta Group Investment Advisors
Missouri
$483K 11,145 +252 +2%
CA
57
CoreCap Advisors
Michigan
$468K 10,783 -2,010 -16%
Creative Planning
58
Creative Planning
Kansas
$443K 10,221 -14,634 -59%
TRCT
59
Tower Research Capital (TRC)
New York
$435K 10,018 +7,375 +279%
SFG
60
Sage Financial Group
Pennsylvania
$421K 9,702 +59 +0.6%
NA
61
NewEdge Advisors
Louisiana
$405K 9,330 -746 -7%
GCP
62
GSA Capital Partners
United Kingdom
$400K 9,220 +9,220 New
HighTower Advisors
63
HighTower Advisors
Illinois
$395K 9,114 -7,095 -44%
ACP
64
Aveo Capital Partners
Colorado
$390K 9,229 -32,964 -78%
PP
65
Patten & Patten
Tennessee
$388K 8,935 -950 -10%
SCA
66
Snowden Capital Advisors
New York
$371K 8,542 +3,088 +57%
BFS
67
Bare Financial Services
Pennsylvania
$355K 8,680 +5,654 +187%
VCM
68
Viewpoint Capital Management
Washington
$347K 7,992 – –
SF
69
Synovus Financial
Georgia
$343K 7,916 -820 -9%
BW
70
Bison Wealth
Georgia
$338K 7,794 +1,783 +30%
CAN
71
Cetera Advisor Networks
California
$330K 7,608 -496 -6%
WS
72
Wedbush Securities
California
$313K 7,214 -3,111 -30%
HNWAG
73
High Net Worth Advisory Group
Florida
$310K 7,140 – –
MCC
74
Money Concepts Capital
Florida
$304K 7,000 -44,037 -86%
NRS
75
Neville Rodie & Shaw
New York
$303K 6,975 – –
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