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iShares US Regional Banks ETF
IAT

Overview Fund Activity

156 hedge funds and large institutions have $251M invested in iShares US Regional Banks ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 38 increasing their positions, 58 reducing their positions, and 18 closing their positions.

Holders
156
Holders Change
+2
Holders Change %
+1.3%
% of All Funds
2.49%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
23
Increased
38
Reduced
58
Closed
18
Calls
$6.16M
Puts
$4.1M
Net Calls
+$2.07M
Net Calls Change
-$15.5M

Top Buyers

1
LIA
1
Luken Investment Analytics
Tennessee
$4.51M
2
CAG
2
Crestwood Advisors Group
Massachusetts
$2.98M
3
AWC
3
Abundance Wealth Counselors
Pennsylvania
$2.9M
4
Ameriprise
4
Ameriprise
Minnesota
$5.3M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$1.85M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$21.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.29M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$1.48M
4
LPL Financial
4
LPL Financial
California
$7.38M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$600K
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
76
Synovus Financial
Georgia
$334K +$22.3K +664 +7%
AAS
77
Avantax Advisory Services
Texas
$325K -$33.9K -1,008 -9%
OC
78
Oppenheimer & Co
New York
$320K -$15.6K -465 -5%
SFG
79
Sage Financial Group
Pennsylvania
$317K – – –
Cetera Investment Advisers
80
Cetera Investment Advisers
Illinois
$316K +$71.2K +2,120 +29%
NA
81
NewEdge Advisors
Louisiana
$298K -$43.4K -1,291 -13%
VCM
82
Viewpoint Capital Management
Washington
$269K +$269K +7,992 New
CAN
83
Cetera Advisor Networks
California
$262K +$262K +7,783 New
NRS
84
Neville Rodie & Shaw
New York
$239K – – –
MCC
85
Money Concepts Capital
Florida
$239K – – –
HNWAG
86
High Net Worth Advisory Group
Florida
$235K +$33.6K +1,000 +17%
SFFS
87
Stonehage Fleming Financial Services
Jersey
$232K +$232K +6,917 New
GFG
88
Goldstone Financial Group
Illinois
$228K -$32.6K -969 -12%
Wolverine Trading
89
Wolverine Trading
Illinois
$213K -$78K -2,322 -27%
National Bank of Canada
90
National Bank of Canada
Quebec, Canada
$209K -$30.2K -927 -13%
BPA
91
Beacon Pointe Advisors
California
$204K +$204K +6,084 New
Comerica Bank
92
Comerica Bank
Texas
$181K +$181K +5,392 New
FHA
93
First Horizon Advisors
Tennessee
$181K -$6.99K -208 -4%
SWA
94
SOA Wealth Advisors
New York
$176K – – –
CFD
95
Creative Financial Designs
Indiana
$175K +$1.68K +50 +1%
LFG
96
Larson Financial Group
Missouri
$152K +$24.2K +720 +19%
HWA
97
HHM Wealth Advisors
Tennessee
$137K +$134K +4,000 +4,706%
LFA
98
Legend Financial Advisors
Pennsylvania
$127K – – –
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$112K -$3.66K -109 -3%
PFP
100
Pinnacle Financial Partners
Tennessee
$106K – – –
2 3
4
5 6