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iShares US Regional Banks ETF
IAT

Overview Fund Activity

137 hedge funds and large institutions have $352M invested in iShares US Regional Banks ETF in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
-6
Holders Change %
-4.2%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
12
Increased
46
Reduced
36
Closed
18
Calls
$1.22M
Puts
$1.61M
Net Calls
-$397K
Net Calls Change
-$175K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$59.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$15.8M
3
Ameriprise
3
Ameriprise
Minnesota
$10.1M
4
Wells Fargo
4
Wells Fargo
California
$29.1M
5
Bank of America
5
Bank of America
North Carolina
$45.8M

Top Sellers

1
FIM
1
Foresters Investment Management
New York
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$3.26M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
KFA
5
Kabarec Financial Advisors
Illinois
$6.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
76
Two Sigma Securities
New York
$306K -$114K -2,311 -27%
AFP
77
Ausdal Financial Partners
Iowa
$306K +$67.5K +1,375 +28%
Northwestern Mutual Wealth Management
78
Northwestern Mutual Wealth Management
Wisconsin
$303K -$11K -225 -4%
DC
79
Davenport & Co
Virginia
$303K -$4.91K -100 -2%
EAM
80
Evanson Asset Management
California
$300K – – –
CS
81
Credit Suisse
Switzerland
$298K +$298K +6,073 New
NFG
82
Next Financial Group
Texas
$294K -$114K -2,321 -28%
SPIA
83
Steward Partners Investment Advisory
New York
$294K -$111K -2,261 -27%
FDCDDQ
84
Federation des caisses Desjardins du Quebec
Quebec, Canada
$291K -$12.3K -250 -4%
PFGIA
85
Patriot Financial Group Insurance Agency
Massachusetts
$280K +$24K +488 +9%
FHA
86
First Horizon Advisors
Tennessee
$272K -$11.3K -230 -4%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$258K +$23K +467 +10%
PCIA
88
Prime Capital Investment Advisors
Kansas
$246K – – –
SCP
89
Syntal Capital Partners
Texas
$246K – – –
JC
90
Jacobs & Co
California
$240K – – –
Wolverine Trading
91
Wolverine Trading
Illinois
$238K – – –
SM
92
Salzhauer Michael
$230K – – –
MHS
93
M Holdings Securities
Oregon
$221K -$98 -2 -0%
CAN
94
Claraphi Advisory Network
United States
$214K – – –
MIM
95
Marco Investment Management
Georgia
$202K – – –
GRP
96
Global Retirement Partners
California
$198K +$17.1K +348 +9%
Citigroup
97
Citigroup
New York
$168K +$27.1K +550 +19%
APA
98
American Portfolios Advisors
New York
$142K – – –
PCM
99
Poehling Capital Management
Wisconsin
$141K +$141K +2,865 New
CF
100
Centaurus Financial
California
$130K +$130K +2,641 New
2 3
4
5 6