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iShares US Regional Banks ETF
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Overview Fund Activity

190 hedge funds and large institutions have $330M invested in iShares US Regional Banks ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 46 increasing their positions, 49 reducing their positions, and 13 closing their positions.

Holders
190
Holders Change
+35
Holders Change %
+22.58%
% of All Funds
2.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
52
Increased
46
Reduced
49
Closed
13
Calls
$7.74M
Puts
$14.1M
Net Calls
-$6.4M
Net Calls Change
-$2.12M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.8M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$10.8M
3
PFS
3
Prospera Financial Services
Texas
$7.63M
4
MWM
4
MinichMacGregor Wealth Management
New York
$7.02M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$7.78M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$5.73M
2
Ameriprise
2
Ameriprise
Minnesota
$5.89M
3
TRCT
3
Tower Research Capital (TRC)
New York
$0
4
GS
4
GTS Securities
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$721K
Name Market Value Shares Shares
Change 		Shares
Change %
AI
51
Atria Investments
North Carolina
$1.01M 20,021 +20,021 New
AAM
52
Augustine Asset Management
Florida
$1.01M 20,000 – –
1WM
53
1858 Wealth Management
Ohio
$1.01M 19,975 +19,975 New
Renaissance Technologies
54
Renaissance Technologies
New York
$972K 19,300 +19,300 New
SPC
55
Sigma Planning Corp
Michigan
$937K 18,605 -1,688 -8%
DWM
56
Dakota Wealth Management
Florida
$931K 18,484 – –
CF
57
Centaurus Financial
California
$914K 18,148 +18,148 New
HWMO
58
Heritage Wealth Management (Ohio)
Ohio
$899K 17,850 – –
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$890K 17,670 -105 -0.6%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$830K 16,486 +15,100 +1,089%
Millennium Management
61
Millennium Management
New York
$829K 16,457 -9,833 -37%
AFWM
62
AMJ Financial Wealth Management
Virginia
$797K 15,818 +3,870 +32%
D
63
Dentgroup
Louisiana
$793K 15,751 +40 +0.3%
SI
64
Stephens Inc
Arkansas
$752K 14,940 -8,986 -38%
SA
65
Sanctuary Advisors
Indiana
$747K 13,974 +13,974 New
TCA
66
Transcend Capital Advisors
New Jersey
$730K 14,500 – –
Susquehanna International Group
67
Susquehanna International Group
Pennsylvania
$721K 14,310 -32,218 -69%
CSS
68
Cubist Systematic Strategies
Connecticut
$631K 12,528 +12,528 New
SCA
69
Snowden Capital Advisors
New York
$621K 12,332 +2,304 +23%
NSIM
70
North Star Investment Management
Illinois
$618K 12,280 – –
AR
71
Apeiron RIA
Texas
$599K 11,903 +11,903 New
DC
72
Davenport & Co
Virginia
$591K 11,730 +11,730 New
MGIA
73
Moneta Group Investment Advisors
Missouri
$563K 11,184 -163 -1%
Creative Planning
74
Creative Planning
Kansas
$517K 10,262 +91 +0.9%
MFG
75
MidWestOne Financial Group
Iowa
$514K 10,198 -10,337 -50%
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