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iShares US Regional Banks ETF
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Overview Fund Activity

181 hedge funds and large institutions have $322M invested in iShares US Regional Banks ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 23 closing their positions.

Holders
181
Holders Change
+25
Holders Change %
+16.03%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
50
Increased
56
Reduced
48
Closed
23
Calls
$3.71M
Puts
$3.71M
Net Calls
–
Net Calls Change
-$2.07M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$54.4M
2
HCA
2
Heck Capital Advisors
Wisconsin
$9.43M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$16.6M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$9.69M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$6.24M

Top Sellers

1
RCYC
1
Richard C. Young & Co
Rhode Island
$0
2
BB
2
Bell Bank
North Dakota
$0
3
LIA
3
Luken Investment Analytics
Tennessee
$73.2K
4
AI
4
Arrien Investments
Idaho
$2.82M
5
CI
5
CX Institutional
Indiana
$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
Jones Financial Companies
76
Jones Financial Companies
Missouri
$327K +$327K +7,805 New
KCIC
77
Kuhn & Co Investment Counsel
Illinois
$317K +$317K +7,586 New
HNWAG
78
High Net Worth Advisory Group
Florida
$299K +$5.86K +140 +2%
NRS
79
Neville Rodie & Shaw
New York
$292K -$6.28K -150 -2%
SFFS
80
Stonehage Fleming Financial Services
Jersey
$289K – – –
Comerica Bank
81
Comerica Bank
Texas
$285K +$59.7K +1,428 +26%
National Bank of Canada
82
National Bank of Canada
Quebec, Canada
$275K +$3.42K +81 +1%
CCFCSB
83
Cape Cod Five Cents Savings Bank
Massachusetts
$260K -$332K -7,946 -56%
Mariner
84
Mariner
Kansas
$254K +$254K +6,063 New
WWM
85
Western Wealth Management
Colorado
$252K +$252K +6,021 New
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$252K +$252K +6,017 New
BW
87
Bison Wealth
Georgia
$252K +$252K +6,011 New
GS
88
GTS Securities
New York
$242K +$242K +5,779 New
SCM
89
SOL Capital Management
Maryland
$238K +$238K +5,700 New
Simplex Trading
90
Simplex Trading
Illinois
$236K -$331K -7,939 -58%
BCG
91
Breakwater Capital Group
New Jersey
$234K +$234K +5,627 New
SCA
92
Snowden Capital Advisors
New York
$228K +$228K +5,454 New
FHA
93
First Horizon Advisors
Tennessee
$225K – – –
JIC
94
Joel Isaacson & Co
New York
$224K +$224K +5,357 New
BPA
95
Beacon Pointe Advisors
California
$223K -$31.3K -749 -12%
CFD
96
Creative Financial Designs
Indiana
$220K +$2.51K +60 +1%
SWA
97
SOA Wealth Advisors
New York
$219K +$167 +4 +0.1%
PWW
98
Pettyjohn Wood & White
Virginia
$218K +$218K +5,210 New
PAG
99
Private Advisor Group
New Jersey
$216K +$216K +5,170 New
TPWA
100
TRUE Private Wealth Advisors
Oregon
$212K +$212K +5,066 New
2 3
4
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