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iShares US Regional Banks ETF
IAT

Overview Fund Activity

143 hedge funds and large institutions have $349M invested in iShares US Regional Banks ETF in 2018 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
143
Holders Change
+19
Holders Change %
+15.32%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
30
Increased
55
Reduced
23
Closed
10
Calls
$1.37M
Puts
$1.59M
Net Calls
-$222K
Net Calls Change
+$276K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$46.8M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$8.69M
3
Wells Fargo
3
Wells Fargo
California
$27.2M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$9.97M
5
FIM
5
Foresters Investment Management
New York
$8.14M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$0
2
MC
2
Martin & Co
Tennessee
$3.4M
3
CS
3
Credit Suisse
Switzerland
$0
4
UBS Group
4
UBS Group
Switzerland
$23M
5
PFP
5
Pinnacle Financial Partners
Tennessee
$1.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIC
76
Woodmont Investment Counsel
Tennessee
$321K -$35.2K -700 -10%
DC
77
Davenport & Co
Virginia
$316K -$504 -10 -0.2%
FDCDDQ
78
Federation des caisses Desjardins du Quebec
Quebec, Canada
$311K – – –
EAM
79
Evanson Asset Management
California
$307K – – –
FHA
80
First Horizon Advisors
Tennessee
$290K -$117K -2,322 -29%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$284K -$32K -636 -10%
RIA
82
Regal Investment Advisors
Michigan
$270K +$270K +5,367 New
PFGIA
83
Patriot Financial Group Insurance Agency
Massachusetts
$257K +$296 +6 +0.1%
SCP
84
Syntal Capital Partners
Texas
$252K – – –
PCIA
85
Prime Capital Investment Advisors
Kansas
$252K +$252K +5,000 New
JC
86
Jacobs & Co
California
$246K +$246K +4,890 New
AFP
87
Ausdal Financial Partners
Iowa
$245K – – –
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$240K -$7.04K -140 -3%
Wolverine Trading
89
Wolverine Trading
Illinois
$238K +$238K +4,725 New
CRC
90
Curi RMB Capital
Illinois
$237K +$30.3K +600 +15%
SM
91
Salzhauer Michael
$236K – – –
WPW
92
Waldron Private Wealth
Pennsylvania
$232K – – –
MHS
93
M Holdings Securities
Oregon
$226K +$10K +199 +5%
Fidelity Investments
94
Fidelity Investments
Massachusetts
$224K – – –
CAN
95
Claraphi Advisory Network
United States
$219K -$134K -2,666 -38%
IA
96
IFP Advisors
Florida
$213K – – –
MIM
97
Marco Investment Management
Georgia
$207K +$207K +4,104 New
MC
98
Moors & Cabot
Massachusetts
$202K +$202K +4,013 New
GRP
99
Global Retirement Partners
California
$186K +$4.9K +97 +3%
Deutsche Bank
100
Deutsche Bank
Germany
$164K +$164K +3,275 New
2 3
4
5 6