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iShares US Regional Banks ETF
IAT

Overview Fund Activity

133 hedge funds and large institutions have $333M invested in iShares US Regional Banks ETF in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
-4
Holders Change %
-2.92%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
13
Increased
52
Reduced
32
Closed
16
Calls
$578K
Puts
$955K
Net Calls
-$377K
Net Calls Change
+$20K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$13.3M
2
RJA
2
Raymond James & Associates
Florida
$9.33M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$2.93M
4
Jane Street
4
Jane Street
New York
$2.13M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$4.37M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.9M
2
VC
2
Vestor Capital
Illinois
$0
3
DCM
3
Donaldson Capital Management
Indiana
$1.02M
4
Wells Fargo
4
Wells Fargo
California
$27.4M
5
VF
5
Virtu Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
EAM
76
Evanson Asset Management
California
$299K – – –
VWA
77
V Wealth Advisors
Kansas
$299K +$299K +6,077 New
WIC
78
Woodmont Investment Counsel
Tennessee
$298K -$29.4K -600 -9%
FHA
79
First Horizon Advisors
Tennessee
$271K +$147 +3 +0.1%
PCIA
80
Prime Capital Investment Advisors
Kansas
$245K – – –
JC
81
Jacobs & Co
California
$239K – – –
AFP
82
Ausdal Financial Partners
Iowa
$238K -$67.4K -1,375 -22%
Bank of Montreal
83
Bank of Montreal
Ontario, Canada
$238K -$18.7K -382 -7%
SM
84
Salzhauer Michael
$230K – – –
CIBC World Market
85
CIBC World Market
Ontario, Canada
$227K -$199K -4,065 -47%
MHS
86
M Holdings Securities
Oregon
$222K +$1.52K +31 +0.7%
SG Americas Securities
87
SG Americas Securities
New York
$216K +$216K +4,400 New
SS
88
Sunbelt Securities
Texas
$206K +$206K +4,210 New
FDCDDQ
89
Federation des caisses Desjardins du Quebec
Quebec, Canada
$203K -$87.4K -1,784 -30%
MIM
90
Marco Investment Management
Georgia
$201K – – –
Citigroup
91
Citigroup
New York
$201K +$33.9K +693 +20%
GRP
92
Global Retirement Partners
California
$198K +$783 +16 +0.4%
APA
93
American Portfolios Advisors
New York
$138K -$3.24K -66 -2%
NFG
94
Next Financial Group
Texas
$126K -$168K -3,411 -57%
SF
95
Synovus Financial
Georgia
$118K – – –
PCM
96
Princeton Capital Management
New Jersey
$115K – – –
BFEC
97
Benjamin F. Edwards & Company
Missouri
$97K -$2.95K -60 -3%
FA
98
Fortis Advisors
Pennsylvania
$89K +$393 +8 +0.4%
Fidelity Investments
99
Fidelity Investments
Massachusetts
$86K +$86K +1,745 New
MIM
100
Macroview Investment Management
Maryland
$83K – – –
2 3
4
5 6