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iShares US Regional Banks ETF
IAT

Overview Fund Activity

130 hedge funds and large institutions have $324M invested in iShares US Regional Banks ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 54 increasing their positions, 35 reducing their positions, and 13 closing their positions.

Holders
130
Holders Change
-1
Holders Change %
-0.76%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
54
Reduced
35
Closed
13
Calls
$650K
Puts
$213K
Net Calls
+$437K
Net Calls Change
-$288K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$31.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$18M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$5.86M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$7.86M

Top Sellers

1
SAM
1
Synergy Asset Management
Washington
$0
2
TIAM2
2
Tru Independence Asset Management 2
Oregon
$0
3
MFG
3
Magnus Financial Group
New York
$0
4
SMG
4
Spectrum Management Group
Indiana
$2.96M
5
Jane Street
5
Jane Street
New York
$572K
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
76
Cetera Investment Advisers
Illinois
$328K – – –
PFGIA
77
Patriot Financial Group Insurance Agency
Massachusetts
$301K -$5.24K -91 -2%
KA
78
Kovack Advisors
Florida
$291K +$31.4K +546 +12%
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$282K – – –
CPIG
80
Chicago Partners Investment Group
Illinois
$269K +$56 +1 +0%
WIC
81
Woodmont Investment Counsel
Tennessee
$265K -$5.76K -100 -2%
PFP
82
Pinnacle Financial Partners
Tennessee
$262K -$1.15K -20 -0.4%
PWA
83
Pinnacle Wealth Advisors
Tennessee
$262K +$262K +4,565 New
LWP
84
Legacy Wealth Planning
Nevada
$253K – – –
CAN
85
Cetera Advisor Networks
California
$246K +$246K +4,271 New
TFS
86
Thoroughbred Financial Services
Tennessee
$232K +$403 +7 +0.2%
MIM
87
Marco Investment Management
Georgia
$229K -$7.19K -125 -3%
SCA
88
Snowden Capital Advisors
New York
$213K +$213K +3,700 New
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$192K +$13.5K +234 +8%
CF
90
Centaurus Financial
California
$177K +$4.71K +82 +3%
EFSCE
91
Enterprise Financial Services Corp (EFSC)
Missouri
$175K – – –
AF
92
Advisornet Financial
Minnesota
$171K +$57.4K +996 +51%
Barclays
93
Barclays
United Kingdom
$148K +$148K +2,578 New
QCG
94
Quadrant Capital Group
Ohio
$146K – – –
Citigroup
95
Citigroup
New York
$145K -$9.06K -157 -6%
HI
96
Harbour Investments
Wisconsin
$143K – – –
FDCDDQ
97
Federation des caisses Desjardins du Quebec
Quebec, Canada
$128K -$11.5K -200 -8%
FF
98
FourThought Financial
Florida
$128K -$52.4K -916 -29%
LPIC
99
LeJeune Puetz Investment Counsel
Michigan
$105K – – –
IA
100
IFP Advisors
Florida
$103K +$9.42K +164 +10%
2 3
4
5 6