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iShares US Regional Banks ETF

161 hedge funds and large institutions have $262M invested in iShares US Regional Banks ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.24M
Puts
$1.92M
Net Calls
Net Calls Change

Top Sellers

1 -$9.25M
2 -$4.08M
3 -$3.82M
4
US Bancorp
US Bancorp
Minnesota
-$3.1M
5
Ameriprise
Ameriprise
Minnesota
-$3.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$630K
MGIA
52
Moneta Group Investment Advisors
Missouri
$599K
TRCT
53
Tower Research Capital (TRC)
New York
$585K
SI
54
Stephens Inc
Arkansas
$577K
SA
55
Sanctuary Advisors
Indiana
$540K
SPC
56
Sigma Planning Corp
Michigan
$534K
SFG
57
Sage Financial Group
Pennsylvania
$531K
SCA
58
Snowden Capital Advisors
New York
$513K
NSIM
59
North Star Investment Management
Illinois
$475K
BPCE
60
Bank Pictet & Cie (Europe)
Germany
$472K
PP
61
Patten & Patten
Tennessee
$471K
GCA
62
Gallagher Capital Advisors
Texas
$463K
SF
63
Synovus Financial
Georgia
$461K
CCM
64
Cutler Capital Management
Massachusetts
$452K
IA
65
Invested Advisors
Pennsylvania
$449K
QCM
66
Quantinno Capital Management
New York
$447K
EIP
67
Ellis Investment Partners
Pennsylvania
$440K
FFA
68
Farther Finance Advisors
California
$394K
VCM
69
Viewpoint Capital Management
Washington
$383K
HNWAG
70
High Net Worth Advisory Group
Florida
$375K
LFG
71
Larson Financial Group
Missouri
$373K
HighTower Advisors
72
HighTower Advisors
Illinois
$367K
HF
73
HRT Financial
New York
$353K
NRS
74
Neville Rodie & Shaw
New York
$341K
KPWS
75
Kestra Private Wealth Services
Texas
$337K