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iShares US Regional Banks ETF
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Overview Fund Activity

124 hedge funds and large institutions have $261M invested in iShares US Regional Banks ETF in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+15
Holders Change %
+13.76%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
26
Increased
43
Reduced
31
Closed
8
Calls
$1.31M
Puts
$532K
Net Calls
+$781K
Net Calls Change
+$518K

Top Buyers

1
SFI
1
SPC Financial Inc
Maryland
$9.85M
2
Bank of America
2
Bank of America
North Carolina
$33M
3
Wells Fargo
3
Wells Fargo
California
$28.5M
4
RJA
4
Raymond James & Associates
Florida
$4.41M
5
Morgan Stanley
5
Morgan Stanley
New York
$23.3M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$0
2
Citigroup
2
Citigroup
New York
$4.58M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$893K
4
Goldman Sachs
4
Goldman Sachs
New York
$412K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
101
Clear Perspective Advisors
Illinois
$55K +$11.2K +250 +25%
PVH
102
Psagot Value Holdings
Israel
$37K – – –
GWM
103
Geneos Wealth Management
Colorado
$35K -$17.5K -400 -33%
AF
104
Arrow Financial
New York
$33K – – –
SPIA
105
Steward Partners Investment Advisory
New York
$26K +$26K +590 New
YWP
106
YorkBridge Wealth Partners
New York
$25K – – –
FANJ
107
Financial Architects (New Jersey)
New Jersey
$22K – – –
RCA
108
Rowland Carmichael Advisors
Arizona
$18K – – –
HCA
109
Harbour Capital Advisors
Virginia
$17.9K +$17.9K +400 New
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$15K +$15K +330 New
APSP
111
Asset Planning Services (Pennsylvania)
Pennsylvania
$13K – – –
First Manhattan
112
First Manhattan
New York
$13K – – –
DADC
113
D.A. Davidson & Co
Montana
$8K +$8K +200 New
BTIS
114
BB&T Investment Services
North Carolina
$7K – – –
LWM
115
LBA Wealth Management
Florida
$4K – – –
SJIM
116
St. Johns Investment Management
Florida
$4K – – –
WA
117
WFG Advisors
Texas
$3K – – –
CCS
118
Crosspoint Capital Strategies
California
$2K – – –
PG
119
Patten Group
Tennessee
$2K – – –
WAS
120
Winch Advisory Services
Wisconsin
$2K +$2K +37 New
Walleye Trading
121
Walleye Trading
New York
$1.08K +$1.08K +24,073 New
Simplex Trading
122
Simplex Trading
Illinois
$1K -$900 -27 -47%
AP
123
Advisors Preferred
Maryland
$35 -$46 -1,020 -57%
BCM
124
Brookstone Capital Management
Illinois
– -$10.5M -230,663 Closed
Susquehanna International Group
125
Susquehanna International Group
Pennsylvania
– -$1.51M -33,319 Closed
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5
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