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iShares US Regional Banks ETF

160 hedge funds and large institutions have $257M 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, 56 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

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

55% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 31

Holders
160
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
NA
76
NewEdge Advisors
Louisiana
$313K
KPWS
77
Kestra Private Wealth Services
Texas
$312K
EIP
78
Ellis Investment Partners
Pennsylvania
$310K
CI
79
CX Institutional
Indiana
$304K
PAG
80
Private Advisor Group
New Jersey
$298K
OCM
81
One Capital Management
California
$288K
OFS
82
Orrstown Financial Services
Pennsylvania
$277K
BCG
83
Breakwater Capital Group
New Jersey
$275K
CPIG
84
Chicago Partners Investment Group
Illinois
$273K
FHA
85
First Horizon Advisors
Tennessee
$266K
GPFA
86
Game Plan Financial Advisors
Ohio
$251K
SCM
87
SOL Capital Management
Maryland
$248K
CIBC World Market
88
CIBC World Market
Ontario, Canada
$234K
JIC
89
Joel Isaacson & Co
New York
$232K
LI
90
LRI Investments
Florida
$220K
Cerity Partners
91
Cerity Partners
New York
$217K
PWW
92
Pettyjohn Wood & White
Virginia
$212K
SHGA
93
Sand Hill Global Advisors
California
$203K
Bank of Montreal
94
Bank of Montreal
Ontario, Canada
$200K
Comerica Bank
95
Comerica Bank
Texas
$199K
PNC Financial Services Group
96
PNC Financial Services Group
Pennsylvania
$179K
CFD
97
Creative Financial Designs
Indiana
$178K
National Bank of Canada
98
National Bank of Canada
Quebec, Canada
$168K
SHF
99
Safe Harbor Fiduciary
Florida
$151K
FFL
100
Financial Freedom LLC
Ohio
$149K