IAT icon

iShares US Regional Banks ETF
IAT

Overview Fund Activity

76 hedge funds and large institutions have $212M invested in iShares US Regional Banks ETF in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
76
Holders Change
+3
Holders Change %
+4.11%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
26
Reduced
26
Closed
10
Calls
$17K
Puts
–
Net Calls
+$17K
Net Calls Change
+$41K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.9M
2
Goldman Sachs
Goldman Sachs
New York
$7.22M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.99M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.58M
5
Citadel Advisors
Citadel Advisors
Florida
$1.13M

Top Sellers

1
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$85.9M
2
OC
Oppenheimer & Co
New York
$0
3
Citigroup
Citigroup
New York
$23K
4
Morgan Stanley
Morgan Stanley
New York
$2.94M
5
Bank of America
Bank of America
North Carolina
$8.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
OC
76
Oppenheimer & Co
New York
– -$5.16M -147,648 Closed
WF
77
WealthTrust Fairport
Ohio
– -$1.03M -29,360 Closed
CPC
78
Cookson Peirce & Co
Pennsylvania
– -$982K -28,110 Closed
Deutsche Bank
79
Deutsche Bank
Germany
– -$608K -17,400 Closed
TH
80
Timber Hill
Connecticut
– -$236K -6,766 Closed
NPC
81
National Planning Corporation
California
– -$43.6K -1,309 Closed
LWA
82
Lenox Wealth Advisors
New York
– -$14K -400 Closed
HCC
83
Hirtle Callaghan & Co
Pennsylvania
– -$8K -230 Closed
RIA
84
Regal Investment Advisors
Michigan
– -$5K -150 Closed
PG
85
Patten Group
Tennessee
– -$1K -40 Closed
1 2 3
4