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iShares US Regional Banks ETF
IAT

Overview Fund Activity

92 hedge funds and large institutions have $61.6M invested in iShares US Regional Banks ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
92
Holders Change
-3
Holders Change %
-3.16%
% of All Funds
1.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
22
Reduced
32
Closed
9
Calls
$301K
Puts
–
Net Calls
+$301K
Net Calls Change
-$61K

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.28M
3
TRCT
3
Tower Research Capital (TRC)
New York
$1M
4
PAG
4
Private Advisor Group
New Jersey
$1.02M
5
Goldman Sachs
5
Goldman Sachs
New York
$804K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.18M
2
Bank of America
2
Bank of America
North Carolina
$8.71M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.76M
4
SPIA
4
Steward Partners Investment Advisory
New York
$108K
5
MIAN
5
Mariner Independent Advisor Network
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IBOK
76
Independence Bank of Kentucky
Kentucky
$13K 400 – –
GWM
77
Geneos Wealth Management
Colorado
$9K 300 – –
AAP
78
Arax Advisory Partners
Colorado
$8K 250 – –
CAPTRUST Financial Advisors
79
CAPTRUST Financial Advisors
North Carolina
$7K 211 – –
FHA
80
Flagship Harbor Advisors
Massachusetts
$7K 230 – –
CCM
81
Chiron Capital Management
Florida
$7K 200 +200 New
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$6K 191 +191 New
KFS
83
Kelly Financial Services
Massachusetts
$5.99K 183 – –
CWC
84
Carolinas Wealth Consulting
North Carolina
$5K 150 – –
F
85
F3Logic
Minnesota
$3.27K 100 +100 New
JCM
86
Jacobi Capital Management
Pennsylvania
$3K 100 -100 -50%
AAMA
87
Advanced Asset Management Advisors
Ohio
$3K 106 – –
BWA
88
BDO Wealth Advisors
Florida
$3K 95 – –
IF
89
Ironwood Financial
Arizona
$2K 51 +41 +410%
TFS
90
TrustCore Financial Services
Tennessee
$1K 33 – –
MIAN
91
Mariner Independent Advisor Network
Kansas
– – -40,128 Closed
AWM
92
AE Wealth Management
Kansas
– – -27,795 Closed
TFA
93
Teamwork Financial Advisors
Texas
– – -27,768 Closed
XS
94
XR Securities
Illinois
– – -17,390 Closed
NRS
95
Neville Rodie & Shaw
New York
– – -6,850 Closed
OIA
96
OneDigital Investment Advisors
Kansas
– – -6,232 Closed
SF
97
Synovus Financial
Georgia
– – -4,072 Closed
CAN
98
Cetera Advisor Networks
California
– – -1,001 Closed
WT
99
Whittier Trust
California
– – -265 Closed
GTAM
100
Global Trust Asset Management
Florida
$0 1 – –
1 2 3
4
5