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iShares US Regional Banks ETF
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Overview Fund Activity

166 hedge funds and large institutions have $932M invested in iShares US Regional Banks ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 62 increasing their positions, 40 reducing their positions, and 18 closing their positions.

Holders
166
Holders Change
+7
Holders Change %
+4.4%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
62
Reduced
40
Closed
18
Calls
$1.59M
Puts
$312K
Net Calls
+$1.27M
Net Calls Change
+$963K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$72.5M
2
UBS Group
2
UBS Group
Switzerland
$15.8M
3
LPL Financial
3
LPL Financial
California
$9.91M
4
US Bancorp
4
US Bancorp
Minnesota
$13.1M
5
Truist Financial
5
Truist Financial
North Carolina
$3.09M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$560M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$1.55M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.19M
4
TRCT
4
Tower Research Capital (TRC)
New York
$6K
5
Goldman Sachs
5
Goldman Sachs
New York
$3.26M
Name Market Value Shares Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
76
Northwestern Mutual Wealth Management
Wisconsin
$394K 6,700 +990 +17%
PWW
77
Pettyjohn Wood & White
Virginia
$389K 6,600 – –
Baird Financial Group
78
Baird Financial Group
Wisconsin
$365K 6,198 +2,263 +58%
FHA
79
First Horizon Advisors
Tennessee
$364K 6,170 +275 +5%
FWCM
80
Ferguson Wellman Capital Management
Oregon
$359K 6,100 -340 -5%
EAM
81
Evanson Asset Management
California
$359K 6,100 – –
Renaissance Technologies
82
Renaissance Technologies
New York
$359K 6,100 +6,100 New
BA
83
Ballew Advisors
Mississippi
$349K 6,252 – –
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$340K 5,585 -490 -8%
RWA
85
Ropes Wealth Advisors
Massachusetts
$338K 5,737 – –
BPA
86
Beacon Pointe Advisors
California
$326K 5,526 +969 +21%
SC
87
Scotia Capital
Ontario, Canada
$324K 5,498 -386 -7%
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$315K 5,343 +433 +9%
SPC
89
Sigma Planning Corp
Michigan
$314K 5,321 +453 +9%
KPWS
90
Kestra Private Wealth Services
Texas
$310K 5,258 +67 +1%
PAG
91
Private Advisor Group
New Jersey
$302K 5,123 +1,469 +40%
HA
92
HFG Advisors
Ohio
$292K 4,952 +4,952 New
KA
93
Kovack Advisors
Florida
$289K 4,911 +4,911 New
Jane Street
94
Jane Street
New York
$279K 4,737 +4,737 New
RJT
95
Raymond James Trust
Florida
$277K 4,705 +574 +14%
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$275K 4,657 -93 -2%
WE
97
Wealth Effects
Massachusetts
$272K 4,618 +1 +0%
WIC
98
Woodmont Investment Counsel
Tennessee
$271K 4,600 – –
TFS
99
Thoroughbred Financial Services
Tennessee
$271K 4,603 +555 +14%
AAS
100
Avantax Advisory Services
Texas
$270K 4,603 +4,603 New
2 3
4
5 6