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iShares US Regional Banks ETF
IAT

Overview Fund Activity

133 hedge funds and large institutions have $333M invested in iShares US Regional Banks ETF in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
-4
Holders Change %
-2.92%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
13
Increased
52
Reduced
32
Closed
16
Calls
$578K
Puts
$955K
Net Calls
-$377K
Net Calls Change
+$20K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$13.3M
2
RJA
2
Raymond James & Associates
Florida
$9.33M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$2.93M
4
Jane Street
4
Jane Street
New York
$2.13M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$4.37M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.9M
2
VC
2
Vestor Capital
Illinois
$0
3
DCM
3
Donaldson Capital Management
Indiana
$1.02M
4
Wells Fargo
4
Wells Fargo
California
$27.4M
5
VF
5
Virtu Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
101
Toth Financial Advisory
Virginia
$83K – – –
RCAG
102
Rehmann Capital Advisory Group
Michigan
$82.1K – – –
QAM
103
QCI Asset Management
New York
$76K – – –
Barclays
104
Barclays
United Kingdom
$62K +$24.4K +500 +65%
RWA
105
River Wealth Advisors
Pennsylvania
$52K +$9.47K +195 +22%
IBOK
106
Independence Bank of Kentucky
Kentucky
$49K – – –
CPIG
107
Chicago Partners Investment Group
Illinois
$49K +$32.1K +718 +190%
GWM
108
Geneos Wealth Management
Colorado
$46K +$26.6K +550 +138%
Simplex Trading
109
Simplex Trading
Illinois
$44K +$44K +899 New
AF
110
Arrow Financial
New York
$36K – – –
TL
111
TrueWealth LLC
Georgia
$30K +$146 +3 +0.5%
PCG
112
Private Capital Group
Connecticut
$29K – – –
AF
113
Advisornet Financial
Minnesota
$27K – – –
YWP
114
YorkBridge Wealth Partners
New York
$27K – – –
MSA
115
Marino Stram & Associates
Massachusetts
$27K – – –
HNB
116
Huntington National Bank
Ohio
$25K – – –
Bessemer Group
117
Bessemer Group
New Jersey
$23K – – –
SWM
118
SeaCrest Wealth Management
New York
$19K +$19K +392 New
FHA
119
Flagship Harbor Advisors
Massachusetts
$16K – – –
HWA
120
Heritage Wealth Advisors
Virginia
$15K +$15K +310 New
UBS AM
121
UBS AM
Illinois
$14.7K – – –
First Manhattan
122
First Manhattan
New York
$14K – – –
APSP
123
Asset Planning Services (Pennsylvania)
Pennsylvania
$14K +$144 +3 +1%
AAP
124
Arax Advisory Partners
Colorado
$12K +$12K +250 New
ADL
125
Asset Dedication LLC
California
$6K – – –
2 3 4
5
6