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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 18 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
IRP
76
Investment Research Partners
Pennsylvania
$336K
PAG
77
Private Advisor Group
New Jersey
$316K
LNWWM
78
Laird Norton Wetherby Wealth Management
California
$315K
NA
79
NewEdge Advisors
Louisiana
$314K
OCM
80
One Capital Management
California
$302K
William Blair & Company
81
William Blair & Company
Illinois
$300K
QFW
82
QTR Family Wealth
Florida
$292K
BA
83
Ballew Advisors
Mississippi
$292K
BCG
84
Breakwater Capital Group
New Jersey
$291K
CI
85
CX Institutional
Indiana
$282K
FHC
86
First Horizon Corporation
Tennessee
$282K
CIBC World Market
87
CIBC World Market
Ontario, Canada
$269K
PA
88
PFG Advisors
Arizona
$266K
GPFA
89
Game Plan Financial Advisors
Ohio
$266K
SCM
90
SOL Capital Management
Maryland
$263K
CPIG
91
Chicago Partners Investment Group
Illinois
$261K
TSS
92
Two Sigma Securities
New York
$250K
JIC
93
Joel Isaacson & Co
New York
$246K
LI
94
LRI Investments
Florida
$234K
PWW
95
Pettyjohn Wood & White
Virginia
$225K
SHGA
96
Sand Hill Global Advisors
California
$215K
Bank of Montreal
97
Bank of Montreal
Ontario, Canada
$212K
FCA
98
FLC Capital Advisors
California
$204K
CCFCSB
99
Cape Cod Five Cents Savings Bank
Massachusetts
$202K
GWP
100
Gen-Wealth Partners
Michigan
$191K