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iShares US Regional Banks ETF

159 hedge funds and large institutions have $261M invested in iShares US Regional Banks ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
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
FFL
101
Financial Freedom LLC
Ohio
$159K
FF
102
Finley Financial
Nevada
$158K
CPA
103
Cardiff Park Advisors
California
$127K
SWA
104
SOA Wealth Advisors
New York
$112K
CF
105
Centaurus Financial
California
$107K
Comerica Bank
106
Comerica Bank
Texas
$104K
CA
107
CoreCap Advisors
Michigan
$97.8K
CIBC Private Wealth Group
108
CIBC Private Wealth Group
Georgia
$92K
LIA
109
Luken Investment Analytics
Tennessee
$91.9K
Fidelity Investments
110
Fidelity Investments
Massachusetts
$84.6K
GRP
111
Global Retirement Partners
California
$83.8K
TCM
112
Triumph Capital Management
Colorado
$80.8K
NS
113
NBC Securities
Alabama
$78.3K
AF
114
Advisornet Financial
Minnesota
$78.2K
GFWA
115
Grey Fox Wealth Advisors
Delaware
$74.3K
BFS
116
Bare Financial Services
Pennsylvania
$72.3K
PS
117
Principal Securities
Iowa
$71.9K
MWM
118
MGB Wealth Management
Texas
$70.9K
TFA
119
Toth Financial Advisory
Virginia
$67.2K
MCM
120
MAI Capital Management
Ohio
$63K
KFPC
121
KERR FINANCIAL PLANNING Corp
California
$59.7K
BC
122
Barrett & Company
Rhode Island
$57.5K
CSB
123
City State Bank
Iowa
$55.2K
SWM
124
Spire Wealth Management
Virginia
$38.1K
PTC
125
Private Trust Company
Ohio
$36.8K