IAT icon

iShares US Regional Banks ETF
IAT

Overview Fund Activity

138 hedge funds and large institutions have $415M invested in iShares US Regional Banks ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 40 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+5
Holders Change %
+3.76%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
40
Reduced
40
Closed
13
Calls
$367K
Puts
$195K
Net Calls
+$172K
Net Calls Change
-$248K

Top Buyers

1
MOS
1
MGO One Seven
Ohio
$1.99M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.19M
3
US Bancorp
3
US Bancorp
Minnesota
$11.5M
4
SFWA
4
Summit Financial Wealth Advisors
Louisiana
$838K
5
Marshall Wace
5
Marshall Wace
United Kingdom
$1.09M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$295M
2
Morgan Stanley
2
Morgan Stanley
New York
$10.2M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$1.25M
4
Ameriprise
4
Ameriprise
Minnesota
$2.78M
5
Wells Fargo
5
Wells Fargo
California
$7.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIC
76
Woodmont Investment Counsel
Tennessee
$219K – – –
WE
77
Wealth Effects
Massachusetts
$201K +$143 +3 +0.1%
PFP
78
Pinnacle Financial Partners
Tennessee
$150K +$99.9K +2,098 +200%
LFG
79
Larson Financial Group
Missouri
$142K -$5.57K -117 -4%
PNC Financial Services Group
80
PNC Financial Services Group
Pennsylvania
$139K -$84.7K -1,778 -38%
SPIA
81
Steward Partners Investment Advisory
New York
$126K -$9.96K -209 -7%
ASN
82
Advisory Services Network
Georgia
$108K +$108K +2,265 New
FDCDDQ
83
Federation des caisses Desjardins du Quebec
Quebec, Canada
$106K – – –
AA
84
AlphaMark Advisors
Kentucky
$105K -$26.3K -550 -20%
CF
85
Centaurus Financial
California
$104K +$48 +1 +0%
AIM
86
Arcadia Investment Management
Michigan
$103K -$11.4K -240 -10%
FFA
87
Founders Financial Alliance
North Carolina
$100K -$429 -9 -0.4%
BAM
88
Belpointe Asset Management
Nevada
$98.6K +$98.6K +2,070 New
Simplex Trading
89
Simplex Trading
Illinois
$89K +$89K +1,880 New
LIA
90
Luken Investment Analytics
Tennessee
$83.4K +$83.4K +1,750 New
QCG
91
Quadrant Capital Group
Ohio
$83K +$83K +1,743 New
Citigroup
92
Citigroup
New York
$81.3K +$905 +19 +1%
BFEC
93
Benjamin F. Edwards & Company
Missouri
$79K -$332 -7 -0.4%
CA
94
CoreCap Advisors
Michigan
$76.8K +$76.8K +1,612 New
PTC
95
Private Trust Company
Ohio
$76K +$9.5K +200 +14%
TFA
96
Toth Financial Advisory
Virginia
$71K -$4.76K -100 -6%
FPB
97
First PREMIER Bank
South Dakota
$69K – – –
TWC
98
TD Waterhouse Canada
Ontario, Canada
$62.8K – – –
PA
99
Parallel Advisors
California
$47.6K – – –
William Blair & Company
100
William Blair & Company
Illinois
$43.1K -$3.14K -66 -7%
2 3
4
5 6