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iShares US Regional Banks ETF
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Overview Fund Activity

157 hedge funds and large institutions have $255M invested in iShares US Regional Banks ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 53 reducing their positions, and 30 closing their positions.

Holders
157
Holders Change
-22
Holders Change %
-12.29%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
50
Reduced
53
Closed
30
Calls
$1.4M
Puts
$1.8M
Net Calls
-$397K
Net Calls Change
+$307K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$23.3M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$2.26M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$3.72M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.64M
5
ASN
5
Advisory Services Network
Georgia
$2.85M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$23.3M
2
Bank of America
2
Bank of America
North Carolina
$19.3M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$0
4
PFS
4
Prospera Financial Services
Texas
$0
5
MWM
5
MinichMacGregor Wealth Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
KPWS
76
Kestra Private Wealth Services
Texas
$312K 6,301 -1,132 -15%
EIP
77
Ellis Investment Partners
Pennsylvania
$310K 6,264 +593 +10%
CI
78
CX Institutional
Indiana
$304K 6,129 -30,401 -83%
PAG
79
Private Advisor Group
New Jersey
$298K 6,007 +6,007 New
OCM
80
One Capital Management
California
$288K 5,804 +828 +17%
OFS
81
Orrstown Financial Services
Pennsylvania
$277K 5,595 +5,595 New
BCG
82
Breakwater Capital Group
New Jersey
$275K 5,548 -49 -0.9%
CPIG
83
Chicago Partners Investment Group
Illinois
$273K 5,217 +42 +0.8%
FHA
84
First Horizon Advisors
Tennessee
$266K 5,367 – –
GPFA
85
Game Plan Financial Advisors
Ohio
$251K 5,068 +293 +6%
SCM
86
SOL Capital Management
Maryland
$248K 5,000 – –
CIBC World Market
87
CIBC World Market
Ontario, Canada
$234K 4,728 +428 +10%
JIC
88
Joel Isaacson & Co
New York
$232K 4,690 – –
LI
89
LRI Investments
Florida
$220K 4,450 – –
Cerity Partners
90
Cerity Partners
New York
$217K 4,373 +4,373 New
PWW
91
Pettyjohn Wood & White
Virginia
$212K 4,275 +4,275 New
SHGA
92
Sand Hill Global Advisors
California
$203K 4,090 +4,090 New
Bank of Montreal
93
Bank of Montreal
Ontario, Canada
$200K 4,032 -1,205 -23%
Comerica Bank
94
Comerica Bank
Texas
$199K 4,011 -500 -11%
PNC Financial Services Group
95
PNC Financial Services Group
Pennsylvania
$179K 3,620 +208 +6%
CFD
96
Creative Financial Designs
Indiana
$178K 3,583 +24 +0.7%
National Bank of Canada
97
National Bank of Canada
Quebec, Canada
$168K 3,393 – –
SHF
98
Safe Harbor Fiduciary
Florida
$151K 3,056 – –
FFL
99
Financial Freedom LLC
Ohio
$149K 3,006 +25 +0.8%
FF
100
Finley Financial
Nevada
$149K 3,000 – –
2 3
4
5 6