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iShares US Regional Banks ETF

112 hedge funds and large institutions have $265M invested in iShares US Regional Banks ETF in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 42 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
-12
Holders Change %
-9.68%
% of All Funds
2.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
15
Increased
35
Reduced
42
Closed
25
Calls
$2.87M
Puts
$217K
Net Calls
+$2.65M
Net Calls Change
+$1.87M
Name Holding Trade Value Shares
Change
Shares
Change %
PAS
76
Partnervest Advisory Services
California
$226K -$7.96K -175 -3%
KA
77
Kovack Advisors
Florida
$224K -$459K -10,099 -67%
IA
78
IFP Advisors
Florida
$216K -$31.8K -698 -13%
SM
79
Salzhauer Michael
$213K
MHS
80
M Holdings Securities
Oregon
$212K +$212K +4,651 New
WPW
81
Waldron Private Wealth
Pennsylvania
$210K +$210K +4,618 New
TH
82
Timber Hill
Connecticut
$202K +$202K +4,441 New
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$170K -$80.1K -1,762 -32%
FT
84
Fiduciary Trust
Massachusetts
$168K +$168K +3,695 New
PFGIA
85
Patriot Financial Group Insurance Agency
Massachusetts
$164K +$53.3K +1,156 +48%
Envestnet Asset Management
86
Envestnet Asset Management
Illinois
$147K -$756K -16,686 -84%
CG
87
Cutler Group
California
$122K +$4.52K +100 +4%
SF
88
Synovus Financial
Georgia
$109K
TRCT
89
Tower Research Capital (TRC)
New York
$77K -$1.6M -35,174 -95%
QAM
90
QCI Asset Management
New York
$71K
GWM
91
Geneos Wealth Management
Colorado
$70K +$33.9K +750 +94%
BFEC
92
Benjamin F. Edwards & Company
Missouri
$65K +$65K +1,425 New
HT
93
Hefren-Tillotson
Pennsylvania
$60K
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$59K
WHG
95
Westwood Holdings Group
Texas
$46K +$46K +1,000 New
PVH
96
Psagot Value Holdings
Israel
$38K
AF
97
Arrow Financial
New York
$33K
Creative Planning
98
Creative Planning
Kansas
$30K -$42K -936 -58%
YWP
99
YorkBridge Wealth Partners
New York
$25K
CPA
100
Clear Perspective Advisors
Illinois
$24K -$31.5K -700 -57%