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iShares US Regional Banks ETF
IAT

Overview Fund Activity

89 hedge funds and large institutions have $55.8M invested in iShares US Regional Banks ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 18 increasing their positions, 35 reducing their positions, and 30 closing their positions.

Holders
89
Holders Change
-20
Holders Change %
-18.35%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
18
Reduced
35
Closed
30
Calls
$9K
Puts
–
Net Calls
+$9K
Net Calls Change
-$409K

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$2.62M
2
Bank of America
2
Bank of America
North Carolina
$8.66M
3
Jane Street
3
Jane Street
New York
$1.03M
4
TRCT
4
Tower Research Capital (TRC)
New York
$1.33M
5
Goldman Sachs
5
Goldman Sachs
New York
$407K

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$109K
2
UBS Group
2
UBS Group
Switzerland
$1.95M
3
OSNBOA
3
Old Second National Bank of Aurora
Illinois
$13K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$2.32M
5
Stifel Financial
5
Stifel Financial
Missouri
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WT
76
Whittier Trust
California
$8K – – –
JPMorgan Chase & Co
77
JPMorgan Chase & Co
New York
$8K +$8K +273 New
FHA
78
Flagship Harbor Advisors
Massachusetts
$7K – – –
AAP
79
Arax Advisory Partners
Colorado
$7K – – –
GWM
80
Geneos Wealth Management
Colorado
$6K – – –
KFS
81
Kelly Financial Services
Massachusetts
$5.29K – – –
CWC
82
Carolinas Wealth Consulting
North Carolina
$4K +$4K +150 New
BWA
83
BDO Wealth Advisors
Florida
$3K – – –
AAMA
84
Advanced Asset Management Advisors
Ohio
$3K – – –
SWA
85
Stratos Wealth Advisors
Ohio
$2K +$2K +67 New
CAAS
86
Capital Asset Advisory Services
Michigan
$1K – – –
TFS
87
TrustCore Financial Services
Tennessee
$1K – – –
GSWM
88
Golden State Wealth Management
California
$1K +$1K +22 New
Stifel Financial
89
Stifel Financial
Missouri
– -$1.27M -24,938 Closed
Truist Financial
90
Truist Financial
North Carolina
– -$662K -12,977 Closed
MIAN
91
Mariner Independent Advisor Network
Kansas
– -$525K -10,279 Closed
HighTower Advisors
92
HighTower Advisors
Illinois
– -$490K -9,602 Closed
FAAS
93
First Allied Advisory Services
California
– -$477K -9,377 Closed
SWP
94
Stratos Wealth Partners
Ohio
– -$462K -9,074 Closed
IAA
95
Independent Advisor Alliance
North Carolina
– -$430K -8,431 Closed
APW
96
Aurora Private Wealth
New Jersey
– -$418K -8,198 Closed
IFS
97
Ifrah Financial Services
Arkansas
– -$392K -7,700 Closed
BA
98
Ballew Advisors
Mississippi
– -$384K -7,641 Closed
FFN
99
Focus Financial Network
Minnesota
– -$365K -7,165 Closed
EAM
100
Evanson Asset Management
California
– -$311K -6,100 Closed
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