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iShares US Regional Banks ETF
IAT

Overview Fund Activity

109 hedge funds and large institutions have $117M invested in iShares US Regional Banks ETF in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 22 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+5
Holders Change %
+4.81%
% of All Funds
2.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
22
Reduced
38
Closed
14
Calls
$418K
Puts
–
Net Calls
+$418K
Net Calls Change
-$2.49M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.7M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.54M
3
Bank of America
3
Bank of America
North Carolina
$12M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.79M
5
Truist Financial
5
Truist Financial
North Carolina
$662K

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$8.3M
3
CS
3
Credit Suisse
Switzerland
$0
4
UBS Group
4
UBS Group
Switzerland
$7.18M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$692K
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
76
Advisornet Financial
Minnesota
$99K -$64.6K -1,273 -39%
EDRH
77
Edmond de Rothschild Holding
Switzerland
$99K +$99K +1,940 New
IA
78
IFP Advisors
Florida
$92K +$202 +4 +0.2%
TFA
79
Toth Financial Advisory
Virginia
$86K – – –
AP
80
Americana Partners
Texas
$83K +$83K +1,648 New
BFEC
81
Benjamin F. Edwards & Company
Missouri
$80K -$663 -13 -0.8%
QAM
82
QCI Asset Management
New York
$79K – – –
KPW
83
Kore Private Wealth
New York
$76K +$76K +1,495 New
CIAS
84
Capital Investment Advisory Services
North Carolina
$45K – – –
AF
85
Arrow Financial
New York
$37K – – –
PCG
86
Private Capital Group
Connecticut
$30K – – –
GRP
87
Global Retirement Partners
California
$26K +$201 +4 +0.8%
Fidelity Investments
88
Fidelity Investments
Massachusetts
$21K -$104 -2 -0.5%
APA
89
American Portfolios Advisors
New York
$20.5K -$2.04K -40 -9%
IBOK
90
Independence Bank of Kentucky
Kentucky
$20K – – –
LDFR
91
Lehman & Derafelo Financial Resources
Pennsylvania
$16K – – –
HIA
92
Harbor Investment Advisory
Maryland
$15K +$15K +300 New
WT
93
Whittier Trust
California
$14K – – –
PA
94
Procyon Advisors
Connecticut
$14K +$14K +280 New
AAP
95
Arax Advisory Partners
Colorado
$13K -$13K -250 -50%
AIM
96
Arcadia Investment Management
Michigan
$13K – – –
FHA
97
Flagship Harbor Advisors
Massachusetts
$12K – – –
HWM
98
Howard Wealth Management
Connecticut
$12K +$12K +250 New
GWM
99
Geneos Wealth Management
Colorado
$10K – – –
KFS
100
Kelly Financial Services
Massachusetts
$9.33K – – –
1 2 3
4
5