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iShares US Regional Banks ETF
IAT

Overview Fund Activity

116 hedge funds and large institutions have $208M invested in iShares US Regional Banks ETF in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 52 reducing their positions, and 35 closing their positions.

Holders
116
Holders Change
-17
Holders Change %
-12.78%
% of All Funds
2.59%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
20
Reduced
52
Closed
35
Calls
$570K
Puts
$44K
Net Calls
+$526K
Net Calls Change
+$903K

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$20M
2
FWCM
2
Ferguson Wellman Capital Management
Oregon
$3.35M
3
LNC
3
Lincoln National Corp
Pennsylvania
$3.03M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.33M
5
NRS
5
Neville Rodie & Shaw
New York
$2.02M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.1M
2
SFI
2
SPC Financial Inc
Maryland
$0
3
Wells Fargo
3
Wells Fargo
California
$11.3M
4
Bank of America
4
Bank of America
North Carolina
$30.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5M
Name Market Value Shares Shares
Change 		Shares
Change %
APSP
101
Asset Planning Services (Pennsylvania)
Pennsylvania
$12K 294 +3 +1%
LDFR
102
Lehman & Derafelo Financial Resources
Pennsylvania
$12K 307 +307 New
Barclays
103
Barclays
United Kingdom
$11K 272 -1,000 -79%
First Manhattan
104
First Manhattan
New York
$11K 300 – –
CG
105
Cutler Group
California
$11K 300 +300 New
AAP
106
Arax Advisory Partners
Colorado
$10K 250 – –
EWM
107
Elmwood Wealth Management
California
$8K 203 +203 New
RFC
108
Regions Financial Corp
Alabama
$7K 175 +175 New
ADL
109
Asset Dedication LLC
California
$5K 114 – –
DBT
110
Dubuque Bank & Trust
Iowa
$4K 103 – –
BWA
111
BDO Wealth Advisors
Florida
$4K 95 – –
WCM
112
Whitener Capital Management
North Carolina
$3K 100 – –
CA
113
Claro Advisors
Massachusetts
$2K 50 +50 New
NWM
114
Northwest Wealth Management
Iowa
$1K 26 – –
SFI
115
SPC Financial Inc
Maryland
– – -273,220 Closed
MWM
116
MinichMacGregor Wealth Management
New York
– – -119,254 Closed
OC
117
Oppenheimer & Co
New York
– – -59,962 Closed
JPMorgan Chase & Co
118
JPMorgan Chase & Co
New York
– – -37,212 Closed
CWM
119
Cornerstone Wealth Management
Missouri
– – -35,381 Closed
UR
120
USCA RIA
Texas
– – -34,139 Closed
Susquehanna International Group
121
Susquehanna International Group
Pennsylvania
– – -32,492 Closed
EWA
122
EP Wealth Advisors
California
– – -13,813 Closed
SPC
123
Sigma Planning Corp
Michigan
– – -11,160 Closed
FWM
124
Frontier Wealth Management
Missouri
– – -10,000 Closed
AWM
125
Avitas Wealth Management
California
– – -8,838 Closed
3 4
5
6 7