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iShares US Regional Banks ETF
IAT

Overview Fund Activity

130 hedge funds and large institutions have $872M invested in iShares US Regional Banks ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 10 closing their positions.

Holders
130
Holders Change
–
Holders Change %
0%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
51
Reduced
35
Closed
10
Calls
$824K
Puts
–
Net Calls
+$824K
Net Calls Change
+$387K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$559M
2
Wells Fargo
2
Wells Fargo
California
$37M
3
KAS
3
Kestra Advisory Services
Texas
$2.63M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.11M
5
Ameriprise
5
Ameriprise
Minnesota
$9.68M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$774K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$16.2M
3
SFI
3
SPC Financial Inc
Maryland
$19.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$51.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
76
AlphaMark Advisors
Kentucky
$325K -$63.5K -1,050 -16%
PFGIA
77
Patriot Financial Group Insurance Agency
Massachusetts
$314K -$2.42K -40 -0.8%
CPIG
78
Chicago Partners Investment Group
Illinois
$314K +$131 +2 +0%
KA
79
Kovack Advisors
Florida
$307K – – –
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$287K +$85K +1,402 +42%
SPC
81
Sigma Planning Corp
Michigan
$282K -$77K -1,272 -21%
WIC
82
Woodmont Investment Counsel
Tennessee
$279K – – –
BPA
83
Beacon Pointe Advisors
California
$278K +$278K +4,589 New
PFP
84
Pinnacle Financial Partners
Tennessee
$277K – – –
PAG
85
Private Advisor Group
New Jersey
$269K -$133K -2,190 -33%
LWP
86
Legacy Wealth Planning
Nevada
$248K -$18.2K -300 -7%
RJT
87
Raymond James Trust
Florida
$248K +$248K +4,091 New
TFS
88
Thoroughbred Financial Services
Tennessee
$244K +$544 +9 +0.2%
MIM
89
Marco Investment Management
Georgia
$241K – – –
SCA
90
Snowden Capital Advisors
New York
$228K +$3.76K +62 +2%
FAM
91
Formidable Asset Management
Ohio
$210K +$210K +3,475 New
CF
92
Centaurus Financial
California
$187K +$61 +1 +0%
AF
93
Advisornet Financial
Minnesota
$177K -$2.36K -39 -1%
QCG
94
Quadrant Capital Group
Ohio
$154K – – –
Citigroup
95
Citigroup
New York
$146K -$6.05K -100 -4%
FDCDDQ
96
Federation des caisses Desjardins du Quebec
Quebec, Canada
$135K – – –
FF
97
FourThought Financial
Florida
$135K – – –
HI
98
Harbour Investments
Wisconsin
$133K -$18.2K -300 -12%
LPIC
99
LeJeune Puetz Investment Counsel
Michigan
$110K – – –
IA
100
IFP Advisors
Florida
$108K +$60 +1 +0.1%
2 3
4
5 6