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iShares US Regional Banks ETF

161 hedge funds and large institutions have $262M invested in iShares US Regional Banks ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
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
$2.24M
Puts
$1.92M
Net Calls
Net Calls Change

Top Sellers

1 -$9.25M
2 -$4.08M
3 -$3.82M
4
US Bancorp
US Bancorp
Minnesota
-$3.1M
5
Ameriprise
Ameriprise
Minnesota
-$3.07M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
76
Private Advisor Group
New Jersey
$316K
LNWWM
77
Laird Norton Wetherby Wealth Management
California
$315K
NA
78
NewEdge Advisors
Louisiana
$314K
OCM
79
One Capital Management
California
$302K
William Blair & Company
80
William Blair & Company
Illinois
$300K
QFW
81
QTR Family Wealth
Florida
$292K
BA
82
Ballew Advisors
Mississippi
$292K
BCG
83
Breakwater Capital Group
New Jersey
$291K
CI
84
CX Institutional
Indiana
$282K
FHC
85
First Horizon Corporation
Tennessee
$282K
CIBC World Market
86
CIBC World Market
Ontario, Canada
$269K
PA
87
PFG Advisors
Arizona
$266K
GPFA
88
Game Plan Financial Advisors
Ohio
$266K
SCM
89
SOL Capital Management
Maryland
$263K
CPIG
90
Chicago Partners Investment Group
Illinois
$261K
TSS
91
Two Sigma Securities
New York
$250K
JIC
92
Joel Isaacson & Co
New York
$246K
LI
93
LRI Investments
Florida
$234K
PWW
94
Pettyjohn Wood & White
Virginia
$225K
SHGA
95
Sand Hill Global Advisors
California
$215K
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$212K
FCA
97
FLC Capital Advisors
California
$204K
CCFCSB
98
Cape Cod Five Cents Savings Bank
Massachusetts
$202K
GWP
99
Gen-Wealth Partners
Michigan
$191K
PNC Financial Services Group
100
PNC Financial Services Group
Pennsylvania
$180K