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iShares US Regional Banks ETF
IAT

Overview Fund Activity

157 hedge funds and large institutions have $240M invested in iShares US Regional Banks ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 55 increasing their positions, 65 reducing their positions, and 29 closing their positions.

Holders
157
Holders Change
-24
Holders Change %
-13.26%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
55
Reduced
65
Closed
29
Calls
$5.93M
Puts
$4.45M
Net Calls
+$1.49M
Net Calls Change
+$1.49M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$7.38M
2
Citadel Advisors
2
Citadel Advisors
Florida
$5.45M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$12.4M
4
CWM
4
Chicago Wealth Management
Illinois
$2.14M
5
AWS
5
Atria Wealth Solutions
New York
$2.94M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.9M
2
BIA
2
Barry Investment Advisors
Massachusetts
$0
3
Bank of America
3
Bank of America
North Carolina
$15.7M
4
HCA
4
Heck Capital Advisors
Wisconsin
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.71M
Name Market Value Shares Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
76
Qube Research & Technologies (QRT)
United Kingdom
$297K 6,848 +6,848 New
HH
77
Hilltop Holdings
Texas
$278K 6,400 -4,826 -43%
E
78
ETFidea
New York
$272K 6,270 +1,344 +27%
SOS
79
Silver Oak Securities
Tennessee
$262K 6,030 -3,359 -36%
Comerica Bank
80
Comerica Bank
Texas
$259K 5,979 -841 -12%
SCM
81
SOL Capital Management
Maryland
$247K 5,700 – –
BCG
82
Breakwater Capital Group
New Jersey
$244K 5,627 – –
WWM
83
Western Wealth Management
Colorado
$236K 5,441 -580 -10%
FHA
84
First Horizon Advisors
Tennessee
$234K 5,387 – –
JIC
85
Joel Isaacson & Co
New York
$232K 5,357 – –
SWA
86
SOA Wealth Advisors
New York
$227K 5,242 +1 +0%
Mariner
87
Mariner
Kansas
$224K 5,172 -891 -15%
National Bank of Canada
88
National Bank of Canada
Quebec, Canada
$223K 5,193 -1,306 -20%
LFG
89
Larson Financial Group
Missouri
$223K 5,145 +334 +7%
CCFCSB
90
Cape Cod Five Cents Savings Bank
Massachusetts
$222K 5,125 -1,087 -17%
CFD
91
Creative Financial Designs
Indiana
$222K 5,121 -139 -3%
Bank of Montreal
92
Bank of Montreal
Ontario, Canada
$222K 5,104 -8,169 -62%
OCM
93
One Capital Management
California
$220K 5,076 +135 +3%
GPFA
94
Game Plan Financial Advisors
Ohio
$215K 4,950 +950 +24%
GS
95
GTS Securities
New York
$213K 4,900 -879 -15%
PWW
96
Pettyjohn Wood & White
Virginia
$212K 4,885 -325 -6%
CPIG
97
Chicago Partners Investment Group
Illinois
$210K 5,013 +36 +0.7%
GRP
98
Global Retirement Partners
California
$163K 3,751 +2,920 +351%
WIC
99
Woodmont Investment Counsel
Tennessee
$152K 3,500 +3,500 New
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$145K 3,342 -519 -13%
2 3
4
5 6