IAT icon

iShares US Regional Banks ETF
IAT

Overview Fund Activity

106 hedge funds and large institutions have $98.7M invested in iShares US Regional Banks ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
106
Holders Change
+14
Holders Change %
+15.22%
% of All Funds
1.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
33
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$9.07M
2
AWM
2
AE Wealth Management
Kansas
$1.38M
3
TFA
3
Teamwork Financial Advisors
Texas
$1.37M
4
CAM
4
Carret Asset Management
New York
$1.02M
5
Wells Fargo
5
Wells Fargo
California
$3.34M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$1.03M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$521K
3
Morgan Stanley
3
Morgan Stanley
New York
$10.4M
4
PAG
4
Private Advisor Group
New Jersey
$231K
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
76
IFP Advisors
Florida
$74K +$91 +2 +0.1%
TFA
77
Toth Financial Advisory
Virginia
$72K – – –
CAAS
78
Capital Asset Advisory Services
Michigan
$59K – – –
AIM
79
Arcadia Investment Management
Michigan
$54K – – –
CIAS
80
Capital Investment Advisory Services
North Carolina
$52K – – –
William Blair & Company
81
William Blair & Company
Illinois
$48K – – –
PA
82
Parallel Advisors
California
$45K – – –
AA
83
Ancora Advisors
Ohio
$36K +$36K +800 New
COCM
84
Charter Oak Capital Management
New Hampshire
$34K +$34K +751 New
AF
85
Arrow Financial
New York
$33K – – –
OSNBOA
86
Old Second National Bank of Aurora
Illinois
$29K +$9.16K +200 +46%
PCG
87
Private Capital Group
Connecticut
$27K – – –
FPB
88
First PREMIER Bank
South Dakota
$23K – – –
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$20K – – –
IBOK
90
Independence Bank of Kentucky
Kentucky
$18K – – –
AWA
91
Arkadios Wealth Advisors
Georgia
$18K +$174 +4 +1%
GWM
92
Geneos Wealth Management
Colorado
$17K +$7.14K +217 +72%
GRP
93
Global Retirement Partners
California
$11K -$10K -213 -48%
AAP
94
Arax Advisory Partners
Colorado
$11K – – –
RA
95
Reby Advisors
Connecticut
$11K +$11K +245 New
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$10K – – –
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$9K +$9K +200 New
KFS
98
Kelly Financial Services
Massachusetts
$8.3K – – –
Fidelity Investments
99
Fidelity Investments
Massachusetts
$8K +$7.35K +169 +1,127%
JCM
100
Jacobi Capital Management
Pennsylvania
$5K – – –
1 2 3
4
5