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iShares US Regional Banks ETF
IAT

Overview Fund Activity

112 hedge funds and large institutions have $265M invested in iShares US Regional Banks ETF in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 42 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
-12
Holders Change %
-9.68%
% of All Funds
2.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
15
Increased
35
Reduced
42
Closed
25
Calls
$2.87M
Puts
$217K
Net Calls
+$2.65M
Net Calls Change
+$1.87M

Top Buyers

1
HCMNY
1
Howard Capital Management (New York)
New York
$14.1M
2
Bank of America
2
Bank of America
North Carolina
$40.6M
3
UBS Group
3
UBS Group
Switzerland
$22M
4
Morgan Stanley
4
Morgan Stanley
New York
$27.7M
5
SG Americas Securities
5
SG Americas Securities
New York
$3.58M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$22M
2
NSIM
2
North Star Investment Management
Illinois
$1.34M
3
IH
3
IFC Holdings
Florida
$580K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.4M
5
CS
5
Credit Suisse
Switzerland
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bessemer Group
101
Bessemer Group
New Jersey
$21K +$21K +464 New
Barclays
102
Barclays
United Kingdom
$17K +$17K +372 New
First Manhattan
103
First Manhattan
New York
$13K – – –
APSP
104
Asset Planning Services (Pennsylvania)
Pennsylvania
$13K +$46 +1 +0.4%
DADC
105
D.A. Davidson & Co
Montana
$9K – – –
BTIS
106
BB&T Investment Services
North Carolina
$7K – – –
Simplex Trading
107
Simplex Trading
Illinois
$5K +$3.85K +100 +333%
BWA
108
BDO Wealth Advisors
Florida
$4K +$4K +95 New
WA
109
WFG Advisors
Texas
$3K – – –
PG
110
Patten Group
Tennessee
$2K – – –
Walleye Trading
111
Walleye Trading
New York
$152 -$948 -20,746 -86%
CS
112
Credit Suisse
Switzerland
– -$3.29M -73,473 Closed
B
113
Barings
North Carolina
– -$2.06M -45,896 Closed
SCI
114
Stableford Capital II
Arizona
– -$1.78M -39,729 Closed
IAA
115
Independent Advisor Alliance
North Carolina
– -$796K -18,120 Closed
BNP Paribas Financial Markets
116
BNP Paribas Financial Markets
France
– -$524K -11,700 Closed
SAM
117
Shamrock Asset Management
Texas
– -$506K -11,293 Closed
SIC
118
Salem Investment Counselors
North Carolina
– -$449K -10,150 Closed
Handelsbanken Fonder
119
Handelsbanken Fonder
Sweden
– -$448K -10,000 Closed
Jane Street
120
Jane Street
New York
– -$446K -9,950 Closed
Goldman Sachs
121
Goldman Sachs
New York
– -$412K -9,200 Closed
Millennium Management
122
Millennium Management
New York
– -$358K -8,000 Closed
VKH
123
Virtu KCG Holdings
New York
– -$306K -6,820 Closed
CP
124
Camelot Portfolios
Ohio
– -$274K -6,115 Closed
BTS
125
BB&T Securities
Virginia
– -$242K -5,420 Closed
2 3 4
5
6