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iShares US Regional Banks ETF
IAT

Overview Fund Activity

154 hedge funds and large institutions have $393M invested in iShares US Regional Banks ETF in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 60 increasing their positions, 32 reducing their positions, and 33 closing their positions.

Holders
154
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
2.43%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
35
Increased
60
Reduced
32
Closed
33
Calls
$22.1M
Puts
$4.57M
Net Calls
+$17.5M
Net Calls Change
+$22.2M

Top Buyers

1
RCYC
1
Richard C. Young & Co
Rhode Island
$24M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$16.5M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$7.98M
4
Wells Fargo
4
Wells Fargo
California
$12.2M
5
AI
5
Arrien Investments
Idaho
$4.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$152M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.95M
3
UBS Group
3
UBS Group
Switzerland
$4.3M
4
RJA
4
Raymond James & Associates
Florida
$1.9M
5
MOS
5
MGO One Seven
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SFG
76
Sage Financial Group
Pennsylvania
$319K +$319K +9,424 New
SF
77
Synovus Financial
Georgia
$314K +$314K +9,284 New
TRCT
78
Tower Research Capital (TRC)
New York
$295K -$7.55K -223 -2%
Renaissance Technologies
79
Renaissance Technologies
New York
$294K +$294K +8,700 New
Wolverine Trading
80
Wolverine Trading
Illinois
$293K +$293K +8,652 New
GFG
81
Goldstone Financial Group
Illinois
$263K -$62.7K -1,852 -19%
FTUS
82
Flow Traders U.S.
New York
$260K -$259K -7,657 -50%
SCA
83
St. Clair Advisors
Ohio
$257K +$257K +7,600 New
National Bank of Canada
84
National Bank of Canada
Quebec, Canada
$249K -$10.5K -310 -4%
Cetera Investment Advisers
85
Cetera Investment Advisers
Illinois
$247K +$20.1K +593 +9%
NRS
86
Neville Rodie & Shaw
New York
$241K -$23.7K -700 -9%
MCC
87
Money Concepts Capital
Florida
$240K -$1.71M -50,635 -88%
BCM
88
Basso Capital Management
Connecticut
$210K +$210K +6,200 New
ASN
89
Advisory Services Network
Georgia
$208K +$7.11K +210 +4%
HNWAG
90
High Net Worth Advisory Group
Florida
$203K +$203K +6,000 New
WWM
91
Western Wealth Management
Colorado
$200K -$38.1K -1,125 -16%
FHA
92
First Horizon Advisors
Tennessee
$189K – – –
SWA
93
SOA Wealth Advisors
New York
$177K +$99.2K +2,931 +127%
CFD
94
Creative Financial Designs
Indiana
$174K +$174K +5,150 New
Bank of Montreal
95
Bank of Montreal
Ontario, Canada
$170K -$21.1K -607 -11%
GRP
96
Global Retirement Partners
California
$141K +$67.8K +2,002 +92%
LFG
97
Larson Financial Group
Missouri
$129K +$25.1K +742 +24%
LFA
98
Legend Financial Advisors
Pennsylvania
$128K +$128K +3,790 New
HR
99
Howe & Rusling
New York
$124K +$124K +3,665 New
Carson Wealth (CWM LLC)
100
Carson Wealth (CWM LLC)
Nebraska
$123K -$43.2K -1,277 -26%
2 3
4
5 6