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iShares US Regional Banks ETF
IAT

Overview Fund Activity

147 hedge funds and large institutions have $194M invested in iShares US Regional Banks ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
-10
Holders Change %
-6.37%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
44
Reduced
56
Closed
19
Calls
$7.94M
Puts
$4.06M
Net Calls
+$3.88M
Net Calls Change
+$2.39M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$1.21M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$11.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$3.43M
4
TRCT
4
Tower Research Capital (TRC)
New York
$1.13M
5
GCP
5
GSA Capital Partners
United Kingdom
$970K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.4M
2
AWC
2
Abundance Wealth Counselors
Pennsylvania
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.78M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$13.7M
5
Truist Financial
5
Truist Financial
North Carolina
$3.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
76
Sanctuary Advisors
Indiana
$227K +$227K +5,446 New
LFG
77
Larson Financial Group
Missouri
$225K +$12.1K +292 +6%
FHA
78
First Horizon Advisors
Tennessee
$223K -$829 -20 -0.4%
GPFA
79
Game Plan Financial Advisors
Ohio
$218K +$12.4K +300 +6%
SWA
80
SOA Wealth Advisors
New York
$217K +$83 +2 +0%
WWM
81
Western Wealth Management
Colorado
$217K -$8.29K -200 -4%
JIC
82
Joel Isaacson & Co
New York
$212K -$10.4K -250 -5%
SCM
83
SOL Capital Management
Maryland
$207K -$29K -700 -12%
Comerica Bank
84
Comerica Bank
Texas
$205K -$43K -1,037 -17%
GS
85
GTS Securities
New York
$203K – – –
CFD
86
Creative Financial Designs
Indiana
$193K -$19.7K -475 -9%
National Bank of Canada
87
National Bank of Canada
Quebec, Canada
$161K -$53.8K -1,300 -25%
GRP
88
Global Retirement Partners
California
$147K -$8.54K -206 -5%
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$139K +$497 +12 +0.4%
PFP
90
Pinnacle Financial Partners
Tennessee
$137K – – –
Qube Research & Technologies (QRT)
91
Qube Research & Technologies (QRT)
United Kingdom
$134K -$149K -3,604 -53%
Citigroup
92
Citigroup
New York
$130K +$12.3K +296 +10%
FFL
93
Financial Freedom LLC
Ohio
$121K +$1.08K +26 +0.9%
CIAS
94
Capital Investment Advisory Services
North Carolina
$115K – – –
Carson Wealth (CWM LLC)
95
Carson Wealth (CWM LLC)
Nebraska
$110K +$8.09K +195 +8%
CPA
96
Cardiff Park Advisors
California
$96.5K +$829 +20 +0.9%
BFEC
97
Benjamin F. Edwards & Company
Missouri
$86K -$8.49K -205 -9%
CIBC Private Wealth Group
98
CIBC Private Wealth Group
Georgia
$78.2K +$16.9K +412 +28%
LIA
99
Luken Investment Analytics
Tennessee
$72.6K – – –
NS
100
NBC Securities
Alabama
$72K +$82 +2 +0.1%
2 3
4
5 6