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iShares US Regional Banks ETF
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Overview Fund Activity

147 hedge funds and large institutions have $194M invested in iShares US Regional Banks ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 56 reducing their positions, and 19 closing their positions.

Holders
147
Holders Change
-10
Holders Change %
-6.37%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
44
Reduced
56
Closed
19
Calls
$7.94M
Puts
$4.06M
Net Calls
+$3.88M
Net Calls Change
+$2.39M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$1.21M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$11.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$3.43M
4
TRCT
4
Tower Research Capital (TRC)
New York
$1.13M
5
GCP
5
GSA Capital Partners
United Kingdom
$970K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.4M
2
AWC
2
Abundance Wealth Counselors
Pennsylvania
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.78M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$13.7M
5
Truist Financial
5
Truist Financial
North Carolina
$3.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
51
Moneta Group Investment Advisors
Missouri
$462K -$83 -2 -0%
AWS
52
Atria Wealth Solutions
New York
$447K -$2.36M -56,903 -84%
BFS
53
Bare Financial Services
Pennsylvania
$429K +$11.2K +232 +3%
Creative Planning
54
Creative Planning
Kansas
$424K – – –
SFG
55
Sage Financial Group
Pennsylvania
$405K +$2.99K +72 +0.7%
SCA
56
Snowden Capital Advisors
New York
$402K +$47.6K +1,147 +13%
HighTower Advisors
57
HighTower Advisors
Illinois
$380K +$4.65K +113 +1%
PP
58
Patten & Patten
Tennessee
$370K – – –
BW
59
Bison Wealth
Georgia
$338K – – –
VCM
60
Viewpoint Capital Management
Washington
$331K – – –
ACP
61
Aveo Capital Partners
Colorado
$299K -$83.9K -2,024 -22%
HNWAG
62
High Net Worth Advisory Group
Florida
$296K – – –
NRS
63
Neville Rodie & Shaw
New York
$289K – – –
MCC
64
Money Concepts Capital
Florida
$286K -$4.15K -100 -1%
SF
65
Synovus Financial
Georgia
$279K -$49.2K -1,187 -15%
NA
66
NewEdge Advisors
Louisiana
$275K -$111K -2,686 -29%
Marshall Wace
67
Marshall Wace
United Kingdom
$273K +$273K +6,586 New
E
68
ETFidea
New York
$260K – – –
OCM
69
One Capital Management
California
$257K +$46.6K +1,125 +22%
SOS
70
Silver Oak Securities
Tennessee
$252K +$2.2K +53 +0.9%
HF
71
HRT Financial
New York
$249K +$249K +6,018 New
CPIG
72
Chicago Partners Investment Group
Illinois
$245K +$2.13K +44 +0.9%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$244K +$32.3K +779 +15%
TSS
74
Two Sigma Securities
New York
$234K +$234K +5,656 New
BCG
75
Breakwater Capital Group
New Jersey
$233K – – –
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