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iShares US Regional Banks ETF
IAT

Overview Fund Activity

131 hedge funds and large institutions have $291M invested in iShares US Regional Banks ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 43 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+25
Holders Change %
+23.58%
% of All Funds
2.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
43
Reduced
24
Closed
9
Calls
$725K
Puts
–
Net Calls
+$725K
Net Calls Change
+$725K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$49.1M
2
Wells Fargo
Wells Fargo
California
$24.6M
3
SFI
SPC Financial Inc
Maryland
$19.9M
4
Bank of America
Bank of America
North Carolina
$30.9M
5
MWM
MinichMacGregor Wealth Management
New York
$9.39M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$0
2
Citadel Advisors
Citadel Advisors
Florida
$1.13M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$747K
4
HF
HRT Financial
New York
$0
5
CS
Credit Suisse
Switzerland
$680K
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$308K +$19.8K +350 +7%
PFGIA
77
Patriot Financial Group Insurance Agency
Massachusetts
$302K +$40.1K +706 +15%
RBFC
78
Roman Butler Fullerton & Co
Missouri
$299K +$299K +5,218 New
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$282K – – –
CPIG
80
Chicago Partners Investment Group
Illinois
$282K +$59 +1 +0%
WIC
81
Woodmont Investment Counsel
Tennessee
$266K – – –
KA
82
Kovack Advisors
Florida
$256K +$256K +4,520 New
SFS
83
Sowell Financial Services
Arkansas
$251K +$251K +4,070 New
LWP
84
Legacy Wealth Planning
Nevada
$249K +$249K +4,392 New
PFP
85
Pinnacle Financial Partners
Tennessee
$248K -$79K -1,461 -24%
MIM
86
Marco Investment Management
Georgia
$233K +$233K +4,104 New
TFS
87
Thoroughbred Financial Services
Tennessee
$227K +$227K +4,020 New
MAFM
88
Mid Atlantic Financial Management
Pennsylvania
$214K +$214K +3,772 New
SC
89
Scotia Capital
Ontario, Canada
$214K +$214K +3,776 New
DWM
90
Darwin Wealth Management
Florida
$211K +$211K +3,724 New
AIC
91
Ameritas Investment Company
Nebraska
$185K +$185K +3,269 New
FF
92
FourThought Financial
Florida
$178K -$9.37K -166 -5%
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$175K -$78.2K -1,384 -31%
Franklin Resources
94
Franklin Resources
California
$175K -$40.9K -725 -19%
EFSCE
95
Enterprise Financial Services Corp (EFSC)
Missouri
$173K – – –
CF
96
Centaurus Financial
California
$170K +$170K +2,997 New
Citigroup
97
Citigroup
New York
$151K -$5.26K -93 -3%
QCG
98
Quadrant Capital Group
Ohio
$144K – – –
HI
99
Harbour Investments
Wisconsin
$141K +$141K +2,490 New
FDCDDQ
100
Federation des caisses Desjardins du Quebec
Quebec, Canada
$138K – – –
2 3
4
5 6