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iShares US Regional Banks ETF
IAT

Overview Fund Activity

115 hedge funds and large institutions have $157M invested in iShares US Regional Banks ETF in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
-8
Holders Change %
-6.5%
% of All Funds
2.5%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
23
Reduced
52
Closed
17
Calls
$3.45M
Puts
$638K
Net Calls
+$2.81M
Net Calls Change
+$2.34M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$3.06M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$6.44M
3
NFG
3
Next Financial Group
Texas
$474K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$362K
5
FTIOP
5
Fiduciary Trust International of Pennsylvania
Pennsylvania
$350K

Top Sellers

1
HCMNY
1
Howard Capital Management (New York)
New York
$0
2
UBS Group
2
UBS Group
Switzerland
$9.43M
3
Ameriprise
3
Ameriprise
Minnesota
$6.05M
4
Thrivent Financial for Lutherans
4
Thrivent Financial for Lutherans
Minnesota
$2.37M
5
CS
5
Credit Suisse
Switzerland
$2.72M
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
76
Federation des caisses Desjardins du Quebec
Quebec, Canada
$157K -$33K -720 -17%
EFSCE
77
Enterprise Financial Services Corp (EFSC)
Missouri
$148K – – –
Citigroup
78
Citigroup
New York
$143K -$21.7K -473 -13%
SF
79
Synovus Financial
Georgia
$110K – – –
PCM
80
Princeton Capital Management
New Jersey
$108K – – –
AF
81
Advisornet Financial
Minnesota
$80K +$80K +1,750 New
TFA
82
Toth Financial Advisory
Virginia
$78K – – –
BFEC
83
Benjamin F. Edwards & Company
Missouri
$73K -$7.9K -171 -10%
QAM
84
QCI Asset Management
New York
$72K – – –
RCAG
85
Rehmann Capital Advisory Group
Michigan
$59.3K -$15.7K -342 -21%
ASN
86
Advisory Services Network
Georgia
$54K +$52.7K +1,157 +3,990%
GWM
87
Geneos Wealth Management
Colorado
$52K – – –
AC
88
Arjuna Capital
North Carolina
$46K +$46K +1,000 New
CIAS
89
Capital Investment Advisory Services
North Carolina
$41K -$86.8K -1,865 -68%
AF
90
Arrow Financial
New York
$34K – – –
PCG
91
Private Capital Group
Connecticut
$30K – – –
APA
92
American Portfolios Advisors
New York
$29.4K -$48.8K -1,063 -62%
FNBOSM
93
First National Bank of South Miami
Florida
$29K – – –
FNB
94
Farmers National Bank
Kentucky
$25K – – –
YWP
95
YorkBridge Wealth Partners
New York
$25K – – –
Fidelity Investments
96
Fidelity Investments
Massachusetts
$19K -$5.96K -127 -24%
IBOK
97
Independence Bank of Kentucky
Kentucky
$18K – – –
First Manhattan
98
First Manhattan
New York
$17K +$3.4K +75 +25%
LDFR
99
Lehman & Derafelo Financial Resources
Pennsylvania
$14K – – –
APSP
100
Asset Planning Services (Pennsylvania)
Pennsylvania
$14K +$94 +2 +0.7%
2 3
4
5 6