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iShares US Regional Banks ETF
IAT

Overview Fund Activity

109 hedge funds and large institutions have $117M invested in iShares US Regional Banks ETF in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 22 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
109
Holders Change
+5
Holders Change %
+4.81%
% of All Funds
2.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
22
Reduced
38
Closed
14
Calls
$418K
Puts
–
Net Calls
+$418K
Net Calls Change
-$2.49M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.7M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.54M
3
Bank of America
3
Bank of America
North Carolina
$12M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.79M
5
Truist Financial
5
Truist Financial
North Carolina
$662K

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$8.3M
3
CS
3
Credit Suisse
Switzerland
$0
4
UBS Group
4
UBS Group
Switzerland
$7.18M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$692K
Name Holding Trade Value Shares
Change 		Shares
Change %
Simplex Trading
101
Simplex Trading
Illinois
$9K +$9K +179 New
ASN
102
Advisory Services Network
Georgia
$8K -$51.7K -1,027 -87%
TI
103
tru Independence
Oregon
$6K +$6K +200 New
BWA
104
BDO Wealth Advisors
Florida
$5K – – –
AAMA
105
Advanced Asset Management Advisors
Ohio
$5K +$5K +106 New
IF
106
Ironwood Financial
Arizona
$3K – – –
TFS
107
TrustCore Financial Services
Tennessee
$2K – – –
CAAS
108
Capital Asset Advisory Services
Michigan
$2K +$2K +40 New
Goldman Sachs
109
Goldman Sachs
New York
– -$2.72M -58,369 Closed
CS
110
Credit Suisse
Switzerland
– -$1.02M -21,886 Closed
TSS
111
Two Sigma Securities
New York
– -$362K -7,771 Closed
SC
112
Scotia Capital
Ontario, Canada
– -$318K -6,837 Closed
5L
113
55I LLC
Massachusetts
– -$304K -6,523 Closed
FTIOP
114
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$290K -6,220 Closed
DCM
115
Donaldson Capital Management
Indiana
– -$268K -5,767 Closed
Jane Street
116
Jane Street
New York
– -$248K -5,334 Closed
FNBOSM
117
First National Bank of South Miami
Florida
– -$26K -600 Closed
APSP
118
Asset Planning Services (Pennsylvania)
Pennsylvania
– -$14K -299 Closed
EWM
119
Elmwood Wealth Management
California
– -$9K -203 Closed
WCM
120
Whitener Capital Management
North Carolina
– -$9K -200 Closed
CAN
121
Claraphi Advisory Network
United States
– -$3K -68 Closed
PO
122
Private Ocean
California
– -$1K -20 Closed
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