IAT icon

iShares US Regional Banks ETF
IAT

Overview Fund Activity

116 hedge funds and large institutions have $208M invested in iShares US Regional Banks ETF in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 52 reducing their positions, and 35 closing their positions.

Holders
116
Holders Change
-17
Holders Change %
-12.78%
% of All Funds
2.59%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
20
Reduced
52
Closed
35
Calls
$570K
Puts
$44K
Net Calls
+$526K
Net Calls Change
+$903K

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$20M
2
FWCM
2
Ferguson Wellman Capital Management
Oregon
$3.35M
3
LNC
3
Lincoln National Corp
Pennsylvania
$3.03M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.33M
5
NRS
5
Neville Rodie & Shaw
New York
$2.02M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.1M
2
SFI
2
SPC Financial Inc
Maryland
$0
3
Wells Fargo
3
Wells Fargo
California
$11.3M
4
Bank of America
4
Bank of America
North Carolina
$30.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5M
Name Market Value Shares Shares
Change 		Shares
Change %
IA
76
IFP Advisors
Florida
$190K 4,806 -1,625 -25%
FDCDDQ
77
Federation des caisses Desjardins du Quebec
Quebec, Canada
$165K 4,145 – –
GRP
78
Global Retirement Partners
California
$147K 3,684 -364 -9%
KPW
79
Kore Private Wealth
New York
$131K 3,277 +3,277 New
CIAS
80
Capital Investment Advisory Services
North Carolina
$117K 2,946 +2,946 New
APA
81
American Portfolios Advisors
New York
$113K 2,833 +14 +0.5%
SF
82
Synovus Financial
Georgia
$96K 2,400 – –
PCM
83
Princeton Capital Management
New Jersey
$94K 2,356 – –
BCM
84
Brasada Capital Management
Texas
$88K 2,200 +2,200 New
BFEC
85
Benjamin F. Edwards & Company
Missouri
$75K 1,889 -86 -4%
FA
86
Fortis Advisors
Pennsylvania
$73K 1,841 +27 +1%
TFA
87
Toth Financial Advisory
Virginia
$67K 1,690 – –
MIM
88
Macroview Investment Management
Maryland
$67K 1,690 – –
QAM
89
QCI Asset Management
New York
$62K 1,558 – –
WCM
90
WealthBridge Capital Management
Ohio
$59K 1,470 +1,470 New
GWM
91
Geneos Wealth Management
Colorado
$45K 1,150 +200 +21%
RWA
92
River Wealth Advisors
Pennsylvania
$43K 1,071 – –
Fidelity Investments
93
Fidelity Investments
Massachusetts
$29K 730 -1,015 -58%
AF
94
Arrow Financial
New York
$29K 735 – –
FNBOSM
95
First National Bank of South Miami
Florida
$27K 600 +600 New
PCG
96
Private Capital Group
Connecticut
$24K 600 – –
YWP
97
YorkBridge Wealth Partners
New York
$22K 550 – –
IBOK
98
Independence Bank of Kentucky
Kentucky
$16K 400 -600 -60%
SWM
99
SeaCrest Wealth Management
New York
$16K 392 – –
FHA
100
Flagship Harbor Advisors
Massachusetts
$13K 331 +1 +0.3%
2 3
4
5 6