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iShares US Regional Banks ETF
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Overview Fund Activity

109 hedge funds and large institutions have $257M invested in iShares US Regional Banks ETF in 2016 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 39 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+31
Holders Change %
+39.74%
% of All Funds
2.73%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
40
Increased
39
Reduced
11
Closed
8
Calls
$908K
Puts
$645K
Net Calls
+$263K
Net Calls Change
-$2.25M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$28.5M
2
Wells Fargo
2
Wells Fargo
California
$24.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$20.8M
4
Citigroup
4
Citigroup
New York
$11.4M
5
BCM
5
Brookstone Capital Management
Illinois
$10.5M

Top Sellers

1
BPC
1
Banque Pictet & Cie
Switzerland
$1.25M
2
CS
2
Credit Suisse
Switzerland
$1.78M
3
Citadel Advisors
3
Citadel Advisors
Florida
$425K
4
NCA
4
New Century Advisors
Maryland
$5.73M
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MC
76
Moors & Cabot
Massachusetts
$219K +$219K +4,807 New
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$211K +$211K +4,641 New
Creative Planning
78
Creative Planning
Kansas
$184K +$165K +3,635 +859%
Bank of Montreal
79
Bank of Montreal
Ontario, Canada
$160K +$28.3K +658 +21%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$158K +$63.2K +1,399 +67%
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$121K +$121K +2,704 New
SF
82
Synovus Financial
Georgia
$109K – – –
AP
83
Advisors Preferred
Maryland
$81K +$81K +1,794 New
JPMorgan Chase & Co
84
JPMorgan Chase & Co
New York
$72K +$72K +1,582 New
QAM
85
QCI Asset Management
New York
$71K – – –
HT
86
Hefren-Tillotson
Pennsylvania
$59K – – –
Carson Wealth (CWM LLC)
87
Carson Wealth (CWM LLC)
Nebraska
$59K +$59K +1,300 New
GWM
88
Geneos Wealth Management
Colorado
$54K – – –
PA
89
Parallel Advisors
California
$54K +$54K +1,200 New
CPA
90
Clear Perspective Advisors
Illinois
$45K +$45K +983 New
PVH
91
Psagot Value Holdings
Israel
$38K – – –
TWA
92
TCI Wealth Advisors
Arizona
$34K +$34K +760 New
AF
93
Arrow Financial
New York
$33K – – –
YWP
94
YorkBridge Wealth Partners
New York
$24K +$24K +550 New
FANJ
95
Financial Architects (New Jersey)
New Jersey
$23K +$23K +500 New
RCA
96
Rowland Carmichael Advisors
Arizona
$18K +$18K +400 New
First Manhattan
97
First Manhattan
New York
$13K – – –
APSP
98
Asset Planning Services (Pennsylvania)
Pennsylvania
$13K +$46 +1 +0.4%
BP
99
Ballentine Partners
Massachusetts
$9K +$9K +200 New
BTIS
100
BB&T Investment Services
North Carolina
$7K +$7K +146 New
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