IAT icon

iShares US Regional Banks ETF

103 hedge funds and large institutions have $278M invested in iShares US Regional Banks ETF in 2017 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 38 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
103
Holders Change
-9
Holders Change %
-8.04%
% of All Funds
2.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
33
Reduced
38
Closed
16
Calls
$1.04M
Puts
$274K
Net Calls
+$770K
Net Calls Change
-$1.88M
Name Holding Trade Value Shares
Change
Shares
Change %
PFGIA
76
Patriot Financial Group Insurance Agency
Massachusetts
$243K +$75.2K +1,594 +45%
AFP
77
Ausdal Financial Partners
Iowa
$234K -$4.72K -100 -2%
SM
78
Salzhauer Michael
$221K
WPW
79
Waldron Private Wealth
Pennsylvania
$218K
MHS
80
M Holdings Securities
Oregon
$216K -$3.88K -82 -2%
IA
81
IFP Advisors
Florida
$204K -$19.4K -412 -9%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$184K +$7.78K +165 +4%
GRP
83
Global Retirement Partners
California
$151K +$151K +3,436 New
Citigroup
84
Citigroup
New York
$112K -$2.41M -51,150 -96%
QAM
85
QCI Asset Management
New York
$74K
BFEC
86
Benjamin F. Edwards & Company
Missouri
$67K
FA
87
Fortis Advisors
Pennsylvania
$65K +$65K +1,368 New
GWM
88
Geneos Wealth Management
Colorado
$63K -$9.33K -200 -13%
HT
89
Hefren-Tillotson
Pennsylvania
$62K
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$61K
Barclays
91
Barclays
United Kingdom
$60K +$42.5K +900 +242%
PVH
92
Psagot Value Holdings
Israel
$39K
AF
93
Arrow Financial
New York
$35K
YWP
94
YorkBridge Wealth Partners
New York
$26K
CPA
95
Clear Perspective Advisors
Illinois
$26K +$758 +16 +3%
Bessemer Group
96
Bessemer Group
New Jersey
$22K
First Manhattan
97
First Manhattan
New York
$14K
APSP
98
Asset Planning Services (Pennsylvania)
Pennsylvania
$13K +$91 +2 +0.7%
BTIS
99
BB&T Investment Services
North Carolina
$7K
DBT
100
Dubuque Bank & Trust
Iowa
$5K +$5K +103 New