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iShares US Regional Banks ETF
IAT

Overview Fund Activity

106 hedge funds and large institutions have $98.7M invested in iShares US Regional Banks ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+14
Holders Change %
+15.22%
% of All Funds
1.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
33
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$9.07M
2
AWM
2
AE Wealth Management
Kansas
$1.38M
3
TFA
3
Teamwork Financial Advisors
Texas
$1.37M
4
CAM
4
Carret Asset Management
New York
$1.02M
5
Wells Fargo
5
Wells Fargo
California
$3.34M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$1.03M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$521K
3
Morgan Stanley
3
Morgan Stanley
New York
$10.4M
4
PAG
4
Private Advisor Group
New Jersey
$231K
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FFG
101
Fortem Financial Group
California
$5K +$5K +104 New
BWA
102
BDO Wealth Advisors
Florida
$4K – – –
IF
103
Ironwood Financial
Arizona
$2K – – –
TWM
104
Tradition Wealth Management
Minnesota
$2K +$2K +39 New
IWMWV
105
Ironwood Wealth Management (West Virginia)
West Virginia
$2K +$2K +50 New
TFS
106
TrustCore Financial Services
Tennessee
$1K – – –
TRCT
107
Tower Research Capital (TRC)
New York
– -$1M -30,622 Closed
FHA
108
Flagship Harbor Advisors
Massachusetts
– -$7K -230 Closed
CCM
109
Chiron Capital Management
Florida
– -$7K -200 Closed
CWC
110
Carolinas Wealth Consulting
North Carolina
– -$5K -150 Closed
AAMA
111
Advanced Asset Management Advisors
Ohio
– -$3K -106 Closed
F
112
F3Logic
Minnesota
– -$3.27K -100 Closed
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5