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iShares US Regional Banks ETF
IAT

Overview Fund Activity

155 hedge funds and large institutions have $225M invested in iShares US Regional Banks ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 44 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+8
Holders Change %
+5.44%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
24
Increased
44
Reduced
47
Closed
15
Calls
$7.08M
Puts
$11.4M
Net Calls
-$4.27M
Net Calls Change
-$8.15M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$23.9M
2
GF
2
Gimbal Financial
Indiana
$4.28M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$17.3M
4
SWC
4
Spectrum Wealth Counsel
Indiana
$3.12M
5
Citadel Advisors
5
Citadel Advisors
Florida
$4.98M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$13M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$9.14M
3
Wells Fargo
3
Wells Fargo
California
$7.12M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.71M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
E
76
ETFidea
New York
$291K -$7.04K -148 -2%
TI
77
Trexquant Investment
Connecticut
$286K +$286K +6,026 New
LFG
78
Larson Financial Group
Missouri
$270K +$11.9K +251 +5%
OC
79
Oppenheimer & Co
New York
$270K +$270K +5,674 New
BCG
80
Breakwater Capital Group
New Jersey
$268K – – –
OCM
81
One Capital Management
California
$267K -$27.8K -585 -9%
FHA
82
First Horizon Advisors
Tennessee
$255K – – –
CPIG
83
Chicago Partners Investment Group
Illinois
$253K +$2.38K +48 +0.9%
GPFA
84
Game Plan Financial Advisors
Ohio
$250K – – –
JIC
85
Joel Isaacson & Co
New York
$243K – – –
LI
86
LRI Investments
Florida
$242K +$242K +4,450 New
CFD
87
Creative Financial Designs
Indiana
$240K +$18.8K +396 +9%
SCM
88
SOL Capital Management
Maryland
$238K – – –
SWA
89
SOA Wealth Advisors
New York
$234K -$14.9K -313 -6%
WWM
90
Western Wealth Management
Colorado
$230K -$19K -400 -8%
PWW
91
Pettyjohn Wood & White
Virginia
$217K +$217K +4,575 New
Comerica Bank
92
Comerica Bank
Texas
$205K -$29.8K -626 -13%
CCFCSB
93
Cape Cod Five Cents Savings Bank
Massachusetts
$202K +$202K +4,249 New
National Bank of Canada
94
National Bank of Canada
Quebec, Canada
$185K – – –
SHF
95
Safe Harbor Fiduciary
Florida
$157K +$157K +3,292 New
GRP
96
Global Retirement Partners
California
$156K -$12.3K -258 -7%
PFP
97
Pinnacle Financial Partners
Tennessee
$150K – – –
FFL
98
Financial Freedom LLC
Ohio
$140K +$1.28K +27 +0.9%
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$117K -$42.1K -885 -26%
CIAS
100
Capital Investment Advisory Services
North Carolina
$116K -$16.6K -350 -13%
2 3
4
5 6