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iShares US Regional Banks ETF
IAT

Overview Fund Activity

131 hedge funds and large institutions have $291M invested in iShares US Regional Banks ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 43 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+25
Holders Change %
+23.58%
% of All Funds
2.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
43
Reduced
24
Closed
9
Calls
$725K
Puts
–
Net Calls
+$725K
Net Calls Change
+$725K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$49.1M
2
Wells Fargo
Wells Fargo
California
$24.6M
3
SFI
SPC Financial Inc
Maryland
$19.9M
4
Bank of America
Bank of America
North Carolina
$30.9M
5
MWM
MinichMacGregor Wealth Management
New York
$9.39M

Top Sellers

1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$0
2
Citadel Advisors
Citadel Advisors
Florida
$1.13M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$747K
4
HF
HRT Financial
New York
$0
5
CS
Credit Suisse
Switzerland
$680K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Montreal
101
Bank of Montreal
Ontario, Canada
$120K +$97.1K +1,697 +424%
AF
102
Advisornet Financial
Minnesota
$112K +$114 +2 +0.1%
LPIC
103
LeJeune Puetz Investment Counsel
Michigan
$103K +$103K +1,820 New
IA
104
IFP Advisors
Florida
$93K +$57 +1 +0.1%
TFA
105
Toth Financial Advisory
Virginia
$90K – – –
FFA
106
Founders Financial Alliance
North Carolina
$73K +$73K +1,220 New
CIAS
107
Capital Investment Advisory Services
North Carolina
$65K – – –
PA
108
Parallel Advisors
California
$57K – – –
William Blair & Company
109
William Blair & Company
Illinois
$51K -$8.5K -150 -14%
AA
110
Ancora Advisors
Ohio
$45K – – –
COCM
111
Charter Oak Capital Management
New Hampshire
$43K +$114 +2 +0.3%
AF
112
Arrow Financial
New York
$42K – – –
OSNBOA
113
Old Second National Bank of Aurora
Illinois
$36K – – –
PCG
114
Private Capital Group
Connecticut
$34K – – –
SWM
115
Spire Wealth Management
Virginia
$34K +$34K +600 New
APA
116
American Portfolios Advisors
New York
$31.1K +$31.1K +548 New
GWM
117
Geneos Wealth Management
Colorado
$30K – – –
FPB
118
First PREMIER Bank
South Dakota
$28K – – –
IBOK
119
Independence Bank of Kentucky
Kentucky
$23K – – –
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$23K +$11.5K +200 +100%
AWA
121
Arkadios Wealth Advisors
Georgia
$13K -$9.85K -178 -43%
GRP
122
Global Retirement Partners
California
$13K +$55 +1 +0.4%
CAPTRUST Financial Advisors
123
CAPTRUST Financial Advisors
North Carolina
$12K – – –
KFS
124
Kelly Financial Services
Massachusetts
$10.4K – – –
IWMWV
125
Ironwood Wealth Management (West Virginia)
West Virginia
$9K +$6K +100 +200%
2 3 4
5
6