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iShares US Regional Banks ETF

115 hedge funds and large institutions have $157M invested in iShares US Regional Banks ETF in 2019 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 23 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
-8
Holders Change %
-6.5%
% of All Funds
2.5%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
23
Reduced
52
Closed
17
Calls
$3.45M
Puts
$638K
Net Calls
+$2.81M
Net Calls Change
+$2.34M
Name Holding Trade Value Shares
Change
Shares
Change %
WT
101
Whittier Trust
California
$12K +$12K +265 New
AIM
102
Arcadia Investment Management
Michigan
$11K -$277K -6,300 -96%
Simplex Trading
103
Simplex Trading
Illinois
$11K +$1.29K +30 +13%
AAP
104
Arax Advisory Partners
Colorado
$11K +$11K +250 New
FHA
105
Flagship Harbor Advisors
Massachusetts
$10K
RIA
106
Realta Investment Advisors
Delaware
$10K +$48 +1 +0.5%
EWM
107
Elmwood Wealth Management
California
$9K
WCM
108
Whitener Capital Management
North Carolina
$9K +$4.5K +100 +100%
KFS
109
Kelly Financial Services
Massachusetts
$8.4K
BWA
110
BDO Wealth Advisors
Florida
$4K
IF
111
Ironwood Financial
Arizona
$3K
TFS
112
TrustCore Financial Services
Tennessee
$2K
MWM
113
Meridian Wealth Management
Kentucky
$861 +$861 +1,875 New
WIM
114
Westside Investment Management
California
$15 +$15 +340 New
HCMNY
115
Howard Capital Management (New York)
New York
-$14.7M -339,314 Closed
FAM
116
Formidable Asset Management
Ohio
-$201K -8,130 Closed
AIC
117
Ameritas Investment Company
Nebraska
-$297K -6,846 Closed
Marshall Wace
118
Marshall Wace
United Kingdom
-$190K -4,377 Closed
BMM
119
Buffington Mohr McNeal
Idaho
-$110K -2,530 Closed
WCM
120
WealthBridge Capital Management
Ohio
-$68K -1,470 Closed
KPW
121
Kore Private Wealth
New York
-$46K -1,068 Closed
HCA
122
Horan Capital Advisors
Ohio
-$34K -775 Closed
SWM
123
SeaCrest Wealth Management
New York
-$17K -392 Closed
RCM
124
Requisite Capital Management
Texas
-$13K -300 Closed
Barclays
125
Barclays
United Kingdom
-$12K -272 Closed