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iShares US Regional Banks ETF
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Overview Fund Activity

124 hedge funds and large institutions have $299M invested in iShares US Regional Banks ETF in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 35 increasing their positions, 37 reducing their positions, and 8 closing their positions.

Holders
124
Holders Change
+21
Holders Change %
+20.39%
% of All Funds
2.82%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
30
Increased
35
Reduced
37
Closed
8
Calls
$1.01M
Puts
$1.51M
Net Calls
-$498K
Net Calls Change
-$1.27M

Top Buyers

1
FIM
1
Foresters Investment Management
New York
$4.71M
2
UBS Group
2
UBS Group
Switzerland
$24.3M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$7.92M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$6.04M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.96M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$3.73M
2
TSS
2
Two Sigma Securities
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$34.8M
4
NFG
4
Next Financial Group
Texas
$0
5
CS
5
Credit Suisse
Switzerland
$2.09M
Name Market Value Shares Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
101
Carson Wealth (CWM LLC)
Nebraska
$64K 1,300 – –
IBOK
102
Independence Bank of Kentucky
Kentucky
$49K 1,000 +1,000 New
SSB
103
Sandy Spring Bank
Maryland
$37K 750 +750 New
AF
104
Arrow Financial
New York
$36K 735 – –
YWP
105
YorkBridge Wealth Partners
New York
$28K 550 – –
AF
106
Advisornet Financial
Minnesota
$27K 550 +550 New
MSA
107
Marino Stram & Associates
Massachusetts
$27K 550 +550 New
CPA
108
Clear Perspective Advisors
Illinois
$26K 533 -16 -3%
Bessemer Group
109
Bessemer Group
New Jersey
$23K 464 – –
AP
110
Advisors Preferred
Maryland
$20K 397 +397 New
First Manhattan
111
First Manhattan
New York
$14K 300 – –
APSP
112
Asset Planning Services (Pennsylvania)
Pennsylvania
$14K 287 +1 +0.3%
GTAM
113
Global Trust Asset Management
Florida
$10K 205 +205 New
IWM
114
IHT Wealth Management
Illinois
$10K 206 +206 New
SPI
115
Santori & Peters Inc
Pennsylvania
$8K 160 +160 New
CA
116
Calton & Associates
Florida
$8K 167 +167 New
BTIS
117
BB&T Investment Services
North Carolina
$7K 146 – –
BWA
118
BDO Wealth Advisors
Florida
$5K 95 – –
DBT
119
Dubuque Bank & Trust
Iowa
$5K 103 – –
WCM
120
Whitener Capital Management
North Carolina
$4K 100 +100 New
Simplex Trading
121
Simplex Trading
Illinois
$3K 72 +72 New
PG
122
Patten Group
Tennessee
$2K 40 – –
PCG
123
Private Capital Group
Connecticut
$30 600 +600 New
TSS
124
Two Sigma Securities
New York
– – -99,105 Closed
NFG
125
Next Financial Group
Texas
– – -46,638 Closed
2 3 4
5
6