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iShares US Regional Banks ETF
IAT

Overview Fund Activity

124 hedge funds and large institutions have $261M invested in iShares US Regional Banks ETF in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+15
Holders Change %
+13.76%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
26
Increased
43
Reduced
31
Closed
8
Calls
$1.31M
Puts
$532K
Net Calls
+$781K
Net Calls Change
+$518K

Top Buyers

1
SFI
1
SPC Financial Inc
Maryland
$9.85M
2
Bank of America
2
Bank of America
North Carolina
$33M
3
Wells Fargo
3
Wells Fargo
California
$28.5M
4
RJA
4
Raymond James & Associates
Florida
$4.41M
5
Morgan Stanley
5
Morgan Stanley
New York
$23.3M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$0
2
Citigroup
2
Citigroup
New York
$4.58M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$893K
4
Goldman Sachs
4
Goldman Sachs
New York
$412K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
VKH
76
Virtu KCG Holdings
New York
$306K +$306K +6,820 New
LPIC
77
LeJeune Puetz Investment Counsel
Michigan
$287K -$26.9K -600 -9%
CP
78
Camelot Portfolios
Ohio
$274K +$274K +6,115 New
FFEC
79
First Financial Equity Corporation
Arizona
$272K +$272K +6,140 New
PA
80
Parallel Advisors
California
$269K +$215K +4,750 +396%
LFAS
81
Level Four Advisory Services
Texas
$268K +$268K +6,094 New
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$263K +$54.6K +1,215 +26%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$247K +$79.9K +1,779 +48%
IA
84
IFP Advisors
Florida
$244K -$31.3K -697 -11%
BTS
85
BB&T Securities
Virginia
$242K -$135K -3,015 -36%
PNC Financial Services Group
86
PNC Financial Services Group
Pennsylvania
$231K +$74.5K +1,667 +48%
PAS
87
Partnervest Advisory Services
California
$231K +$231K +5,147 New
AFP
88
Ausdal Financial Partners
Iowa
$222K +$222K +4,955 New
MIAN
89
Mariner Independent Advisor Network
Kansas
$220K -$661K -14,747 -75%
TSS
90
Two Sigma Securities
New York
$219K +$219K +4,878 New
MC
91
Moors & Cabot
Massachusetts
$216K – – –
SM
92
Salzhauer Michael
$210K +$210K +4,683 New
CG
93
Cutler Group
California
$116K -$112K -2,500 -49%
SF
94
Synovus Financial
Georgia
$108K – – –
WP
95
WealthPLAN Partners
Nebraska
$107K +$107K +2,445 New
PFGIA
96
Patriot Financial Group Insurance Agency
Massachusetts
$105K -$13.3K -303 -11%
Creative Planning
97
Creative Planning
Kansas
$72K -$110K -2,453 -60%
QAM
98
QCI Asset Management
New York
$70K – – –
HT
99
Hefren-Tillotson
Pennsylvania
$59K – – –
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$58K – – –
2 3
4
5 6