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iShares US Regional Banks ETF
IAT

Overview Fund Activity

155 hedge funds and large institutions have $225M invested in iShares US Regional Banks ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 44 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+8
Holders Change %
+5.44%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
24
Increased
44
Reduced
47
Closed
15
Calls
$7.08M
Puts
$11.4M
Net Calls
-$4.27M
Net Calls Change
-$8.15M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$23.9M
2
GF
2
Gimbal Financial
Indiana
$4.28M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$17.3M
4
SWC
4
Spectrum Wealth Counsel
Indiana
$3.12M
5
Citadel Advisors
5
Citadel Advisors
Florida
$4.98M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$13M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$9.14M
3
Wells Fargo
3
Wells Fargo
California
$7.12M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.71M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Stifel Financial
51
Stifel Financial
Missouri
$731K +$81.1K +1,705 +12%
SFP
52
Sweet Financial Partners
Minnesota
$718K -$44.5K -935 -6%
TCA
53
Transcend Capital Advisors
New Jersey
$689K – – –
NSIM
54
North Star Investment Management
Illinois
$584K -$11.9K -250 -2%
AFWM
55
AMJ Financial Wealth Management
Virginia
$568K +$568K +11,948 New
MGIA
56
Moneta Group Investment Advisors
Missouri
$539K +$9.7K +204 +2%
Bank of Montreal
57
Bank of Montreal
Ontario, Canada
$536K +$259K +5,513 +94%
TSS
58
Two Sigma Securities
New York
$488K +$219K +4,600 +81%
AWS
59
Atria Wealth Solutions
New York
$487K -$26.1K -549 -5%
Creative Planning
60
Creative Planning
Kansas
$484K -$2.38K -50 -0.5%
SCA
61
Snowden Capital Advisors
New York
$477K +$16.1K +339 +3%
SFG
62
Sage Financial Group
Pennsylvania
$468K +$3.8K +80 +0.8%
HighTower Advisors
63
HighTower Advisors
Illinois
$438K -$1.1K -23 -0.2%
PP
64
Patten & Patten
Tennessee
$425K – – –
BFS
65
Bare Financial Services
Pennsylvania
$418K -$5.23K -110 -1%
VCM
66
Viewpoint Capital Management
Washington
$376K – – –
NA
67
NewEdge Advisors
Louisiana
$366K +$50.5K +1,063 +16%
HNWAG
68
High Net Worth Advisory Group
Florida
$339K – – –
ACP
69
Aveo Capital Partners
Colorado
$334K -$8.22K -173 -2%
NRS
70
Neville Rodie & Shaw
New York
$332K – – –
MCC
71
Money Concepts Capital
Florida
$328K – – –
BW
72
Bison Wealth
Georgia
$315K -$55.5K -1,168 -15%
CA
73
CoreCap Advisors
Michigan
$311K +$311K +6,533 New
HF
74
HRT Financial
New York
$304K +$18.7K +394 +7%
SF
75
Synovus Financial
Georgia
$296K -$24K -504 -7%
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