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iShares US Regional Banks ETF
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Overview Fund Activity

190 hedge funds and large institutions have $330M invested in iShares US Regional Banks ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 46 increasing their positions, 49 reducing their positions, and 13 closing their positions.

Holders
190
Holders Change
+35
Holders Change %
+22.58%
% of All Funds
2.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
52
Increased
46
Reduced
49
Closed
13
Calls
$7.74M
Puts
$14.1M
Net Calls
-$6.4M
Net Calls Change
-$2.12M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.8M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$10.8M
3
PFS
3
Prospera Financial Services
Texas
$7.63M
4
MWM
4
MinichMacGregor Wealth Management
New York
$7.02M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$7.78M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$5.73M
2
Ameriprise
2
Ameriprise
Minnesota
$5.89M
3
TRCT
3
Tower Research Capital (TRC)
New York
$0
4
GS
4
GTS Securities
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$721K
Name Market Value Shares Shares
Change 		Shares
Change %
PAS
76
Park Avenue Securities
New York
$507K 10,060 +10,060 New
SFG
77
Sage Financial Group
Pennsylvania
$500K 9,923 +69 +0.7%
GCA
78
Gallagher Capital Advisors
Texas
$483K 9,590 +9,590 New
HighTower Advisors
79
HighTower Advisors
Illinois
$463K 9,193 -11 -0.1%
BPCE
80
Bank Pictet & Cie (Europe)
Germany
$453K 9,000 +9,000 New
SAS
81
Stelac Advisory Services
New York
$453K 8,994 +8,994 New
PP
82
Patten & Patten
Tennessee
$450K 8,935 – –
KCPT
83
Kingstone Capital Partners Texas
Texas
$437K 8,684 +8,684 New
BFS
84
Bare Financial Services
Pennsylvania
$435K 8,628 -174 -2%
CIBC Private Wealth Group
85
CIBC Private Wealth Group
Georgia
$431K 8,508 +6,495 +323%
SS
86
Sunbelt Securities
Texas
$410K 8,143 +8,143 New
BRWA
87
B. Riley Wealth Advisors
Florida
$406K 8,052 -29,312 -78%
VCM
88
Viewpoint Capital Management
Washington
$402K 7,992 – –
ACP
89
Aveo Capital Partners
Colorado
$398K 7,908 +876 +12%
NA
90
NewEdge Advisors
Louisiana
$393K 7,807 +100 +1%
MWA
91
Muirfield Wealth Advisors
North Carolina
$366K 7,262 +7,262 New
HNWAG
92
High Net Worth Advisory Group
Florida
$360K 7,140 – –
D.E. Shaw & Co
93
D.E. Shaw & Co
New York
$353K 7,001 -11,695 -63%
NRS
94
Neville Rodie & Shaw
New York
$351K 6,975 – –
RAM
95
Riggs Asset Management
Pennsylvania
$343K 6,818 +6,818 New
BW
96
Bison Wealth
Georgia
$334K 6,638 +12 +0.2%
SF
97
Synovus Financial
Georgia
$316K 6,264 +39 +0.6%
EIP
98
Ellis Investment Partners
Pennsylvania
$290K 5,750 +5,750 New
LFG
99
Larson Financial Group
Missouri
$285K 5,657 -31 -0.5%
OC
100
Oppenheimer & Co
New York
$284K 5,639 -35 -0.6%
2 3
4
5 6