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iShares US Regional Banks ETF

159 hedge funds and large institutions have $261M invested in iShares US Regional Banks ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
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
LNWWM
76
Laird Norton Wetherby Wealth Management
California
$315K
NA
77
NewEdge Advisors
Louisiana
$314K
OCM
78
One Capital Management
California
$302K
William Blair & Company
79
William Blair & Company
Illinois
$300K
QFW
80
QTR Family Wealth
Florida
$292K
BA
81
Ballew Advisors
Mississippi
$292K
BCG
82
Breakwater Capital Group
New Jersey
$291K
CI
83
CX Institutional
Indiana
$282K
FHC
84
First Horizon Corporation
Tennessee
$282K
CIBC World Market
85
CIBC World Market
Ontario, Canada
$269K
PA
86
PFG Advisors
Arizona
$266K
GPFA
87
Game Plan Financial Advisors
Ohio
$266K
SCM
88
SOL Capital Management
Maryland
$263K
CPIG
89
Chicago Partners Investment Group
Illinois
$261K
TSS
90
Two Sigma Securities
New York
$250K
JIC
91
Joel Isaacson & Co
New York
$246K
LI
92
LRI Investments
Florida
$234K
PWW
93
Pettyjohn Wood & White
Virginia
$225K
SHGA
94
Sand Hill Global Advisors
California
$215K
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$212K
FCA
96
FLC Capital Advisors
California
$204K
CCFCSB
97
Cape Cod Five Cents Savings Bank
Massachusetts
$202K
GWP
98
Gen-Wealth Partners
Michigan
$191K
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$180K
National Bank of Canada
100
National Bank of Canada
Quebec, Canada
$178K