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iShares US Regional Banks ETF

163 hedge funds and large institutions have $259M invested in iShares US Regional Banks ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 57 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

17% less call options, than puts

Call options by funds: $2.28M | Put options by funds: $2.75M

56% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 32

Holders
163
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.28M
Puts
$2.75M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LFG
76
Larson Financial Group
Missouri
$316K
NA
77
NewEdge Advisors
Louisiana
$313K
KPWS
78
Kestra Private Wealth Services
Texas
$312K
EIP
79
Ellis Investment Partners
Pennsylvania
$310K
CI
80
CX Institutional
Indiana
$304K
PAG
81
Private Advisor Group
New Jersey
$298K
OCM
82
One Capital Management
California
$288K
OFS
83
Orrstown Financial Services
Pennsylvania
$277K
BCG
84
Breakwater Capital Group
New Jersey
$275K
CPIG
85
Chicago Partners Investment Group
Illinois
$273K
FHA
86
First Horizon Advisors
Tennessee
$266K
GPFA
87
Game Plan Financial Advisors
Ohio
$251K
SCM
88
SOL Capital Management
Maryland
$248K
CIBC World Market
89
CIBC World Market
Ontario, Canada
$234K
JIC
90
Joel Isaacson & Co
New York
$232K
LI
91
LRI Investments
Florida
$220K
Cerity Partners
92
Cerity Partners
New York
$217K
PWW
93
Pettyjohn Wood & White
Virginia
$212K
SHGA
94
Sand Hill Global Advisors
California
$203K
CCFCSB
95
Cape Cod Five Cents Savings Bank
Massachusetts
$202K
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$200K
Comerica Bank
97
Comerica Bank
Texas
$199K
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$179K
CFD
99
Creative Financial Designs
Indiana
$178K
National Bank of Canada
100
National Bank of Canada
Quebec, Canada
$168K