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iShares US Regional Banks ETF
IAT

Overview Fund Activity

95 hedge funds and large institutions have $74.6M invested in iShares US Regional Banks ETF in 2020 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 30 increasing their positions, 19 reducing their positions, and 13 closing their positions.

Holders
95
Holders Change
+6
Holders Change %
+6.74%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
30
Reduced
19
Closed
13
Calls
$917K
Puts
$555K
Net Calls
+$362K
Net Calls Change
+$353K

Top Buyers

1
US Bancorp
1
US Bancorp
Minnesota
$5.52M
2
Morgan Stanley
2
Morgan Stanley
New York
$8.65M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.69M
4
MIAN
4
Mariner Independent Advisor Network
Kansas
$1.31M
5
UBS Group
5
UBS Group
Switzerland
$3.52M

Top Sellers

1
BCM
1
BTR Capital Management
California
$1.75M
2
CS
2
Credit Suisse
Switzerland
$840K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$589K
4
TRCT
4
Tower Research Capital (TRC)
New York
$241K
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PCG
76
Private Capital Group
Connecticut
$20K 600 – –
AWA
77
Arkadios Wealth Advisors
Georgia
$19.7K 614 +614 New
FPB
78
First PREMIER Bank
South Dakota
$17K 500 – –
OSNBOA
79
Old Second National Bank of Aurora
Illinois
$15K 433 – –
GRP
80
Global Retirement Partners
California
$15K 442 +3 +0.7%
IBOK
81
Independence Bank of Kentucky
Kentucky
$14K 400 – –
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$12K 400 – –
WT
83
Whittier Trust
California
$9K 265 – –
GWM
84
Geneos Wealth Management
Colorado
$9K 300 +100 +50%
AAP
85
Arax Advisory Partners
Colorado
$8K 250 – –
FHA
86
Flagship Harbor Advisors
Massachusetts
$7K 230 – –
CAPTRUST Financial Advisors
87
CAPTRUST Financial Advisors
North Carolina
$7K 211 +211 New
KFS
88
Kelly Financial Services
Massachusetts
$6.19K 183 – –
CWC
89
Carolinas Wealth Consulting
North Carolina
$5K 150 – –
AAMA
90
Advanced Asset Management Advisors
Ohio
$4K 106 – –
BWA
91
BDO Wealth Advisors
Florida
$3K 95 – –
JCM
92
Jacobi Capital Management
Pennsylvania
$3K 200 +200 New
TFS
93
TrustCore Financial Services
Tennessee
$1K 33 – –
Jane Street
94
Jane Street
New York
– – -35,552 Closed
AIC
95
Ameritas Investment Company
Nebraska
– – -9,931 Closed
IP
96
Isthmus Partners
Wisconsin
– – -9,600 Closed
CA
97
Cetera Advisors
Colorado
– – -9,086 Closed
WIC
98
Woodmont Investment Counsel
Tennessee
– – -7,600 Closed
LPIC
99
LeJeune Puetz Investment Counsel
Michigan
– – -5,950 Closed
Rockefeller Capital Management
100
Rockefeller Capital Management
New York
– – -3,779 Closed
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4
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