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iShares US Regional Banks ETF
IAT

Overview Fund Activity

133 hedge funds and large institutions have $446M invested in iShares US Regional Banks ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 49 reducing their positions, and 19 closing their positions.

Holders
133
Holders Change
-6
Holders Change %
-4.32%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
35
Reduced
49
Closed
19
Calls
$420K
Puts
–
Net Calls
+$420K
Net Calls Change
-$590K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.37M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$4.14M
3
UBS Group
3
UBS Group
Switzerland
$4.07M
4
WP
4
WealthShield Partners
North Carolina
$973K
5
AR
5
Apeiron RIA
Texas
$359K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$316M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.2M
3
Wells Fargo
3
Wells Fargo
California
$8.62M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.63M
5
KAS
5
Kestra Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TSS
76
Two Sigma Securities
New York
$208K +$208K +4,348 New
WE
77
Wealth Effects
Massachusetts
$202K -$19.1K -399 -9%
PFGIA
78
Patriot Financial Group Insurance Agency
Massachusetts
$202K -$5.34K -112 -3%
LFG
79
Larson Financial Group
Missouri
$148K +$146K +3,067 +8,519%
SPIA
80
Steward Partners Investment Advisory
New York
$136K -$47K -988 -26%
AA
81
AlphaMark Advisors
Kentucky
$131K -$4.77K -100 -4%
AIP
82
Almanack Investment Partners
Pennsylvania
$116K +$116K +2,438 New
AIM
83
Arcadia Investment Management
Michigan
$115K -$31.4K -656 -21%
National Bank of Canada
84
National Bank of Canada
Quebec, Canada
$108K +$2.54K +52 +2%
Qube Research & Technologies (QRT)
85
Qube Research & Technologies (QRT)
United Kingdom
$107K +$105K +2,191 +5,095%
FDCDDQ
86
Federation des caisses Desjardins du Quebec
Quebec, Canada
$106K – – –
CF
87
Centaurus Financial
California
$104K +$48 +1 +0%
FFA
88
Founders Financial Alliance
North Carolina
$101K -$621 -13 -0.6%
FF
89
FourThought Financial
Florida
$99K +$52.7K +1,100 +114%
HGERS
90
Householder Group Estate & Retirement Specialist
Arizona
$95K +$95K +1,999 New
APA
91
American Portfolios Advisors
New York
$86K -$1.62K -34 -2%
Citigroup
92
Citigroup
New York
$81K -$34.1K -710 -30%
BFEC
93
Benjamin F. Edwards & Company
Missouri
$80K -$3.97K -83 -5%
TFA
94
Toth Financial Advisory
Virginia
$76K – – –
FPB
95
First PREMIER Bank
South Dakota
$69K – – –
PTC
96
Private Trust Company
Ohio
$67K – – –
TWC
97
TD Waterhouse Canada
Ontario, Canada
$64.7K – – –
CCM
98
Covington Capital Management
California
$56K +$12K +250 +27%
PFP
99
Pinnacle Financial Partners
Tennessee
$50K – – –
PA
100
Parallel Advisors
California
$48K -$29.3K -611 -38%
2 3
4
5 6