IAT icon

iShares US Regional Banks ETF
IAT

Overview Fund Activity

159 hedge funds and large institutions have $969M invested in iShares US Regional Banks ETF in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 55 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+29
Holders Change %
+22.31%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
38
Increased
55
Reduced
36
Closed
8
Calls
$816K
Puts
$506K
Net Calls
+$310K
Net Calls Change
-$514K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$611M
2
EE
2
EWG Elevate
California
$6.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$58.4M
4
EF
4
Empowered Funds
Pennsylvania
$3.58M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.34M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$8.35M
2
SI
2
Stephens Inc
Arkansas
$3.41M
3
FTUS
3
Flow Traders U.S.
New York
$547K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$531K
5
CFA
5
Carroll Financial Associates
North Carolina
$310K
Name Holding Trade Value Shares
Change 		Shares
Change %
FWCM
76
Ferguson Wellman Capital Management
Oregon
$398K – – –
PFC
77
Phocas Financial Corp
California
$389K – – –
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$380K -$652K -10,418 -63%
EAM
79
Evanson Asset Management
California
$377K – – –
FHA
80
First Horizon Advisors
Tennessee
$364K -$5.87K -95 -2%
SC
81
Scotia Capital
Ontario, Canada
$363K -$56.9K -923 -14%
CPC
82
Cookson Peirce & Co
Pennsylvania
$355K -$20.8K -337 -6%
RWA
83
Ropes Wealth Advisors
Massachusetts
$354K +$354K +5,737 New
Northwestern Mutual Wealth Management
84
Northwestern Mutual Wealth Management
Wisconsin
$353K -$25.9K -419 -7%
GPFA
85
Game Plan Financial Advisors
Ohio
$352K +$352K +5,700 New
PFGIA
86
Patriot Financial Group Insurance Agency
Massachusetts
$334K +$13.2K +213 +4%
AA
87
AlphaMark Advisors
Kentucky
$332K – – –
CPIG
88
Chicago Partners Investment Group
Illinois
$325K +$15.7K +244 +5%
KPWS
89
Kestra Private Wealth Services
Texas
$321K -$75.1K -1,214 -19%
CFA
90
Carroll Financial Associates
North Carolina
$310K -$748K -12,098 -71%
Carson Wealth (CWM LLC)
91
Carson Wealth (CWM LLC)
Nebraska
$303K +$303K +4,910 New
SPC
92
Sigma Planning Corp
Michigan
$301K +$13.1K +212 +5%
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$294K +$990 +16 +0.3%
WE
94
Wealth Effects
Massachusetts
$285K +$285K +4,617 New
WIC
95
Woodmont Investment Counsel
Tennessee
$284K – – –
PFP
96
Pinnacle Financial Partners
Tennessee
$282K – – –
BPA
97
Beacon Pointe Advisors
California
$281K -$1.97K -32 -0.7%
OMC
98
Old Mission Capital
Illinois
$272K +$272K +4,401 New
CAM
99
Concorde Asset Management
Michigan
$272K +$272K +4,408 New
RJT
100
Raymond James Trust
Florida
$255K +$2.47K +40 +1%
2 3
4
5 6