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iShares US Regional Banks ETF
IAT

Overview Fund Activity

130 hedge funds and large institutions have $324M invested in iShares US Regional Banks ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 54 increasing their positions, 35 reducing their positions, and 13 closing their positions.

Holders
130
Holders Change
-1
Holders Change %
-0.76%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
54
Reduced
35
Closed
13
Calls
$650K
Puts
$213K
Net Calls
+$437K
Net Calls Change
-$288K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$31.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$18M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$5.86M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$7.86M

Top Sellers

1
SAM
1
Synergy Asset Management
Washington
$0
2
TIAM2
2
Tru Independence Asset Management 2
Oregon
$0
3
MFG
3
Magnus Financial Group
New York
$0
4
SMG
4
Spectrum Management Group
Indiana
$2.96M
5
Jane Street
5
Jane Street
New York
$572K
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
101
Toth Financial Advisory
Virginia
$91K – – –
FFA
102
Founders Financial Alliance
North Carolina
$70K +$115 +2 +0.2%
Deutsche Bank
103
Deutsche Bank
Germany
$69K +$69K +1,200 New
PA
104
Parallel Advisors
California
$58K – – –
CCM
105
Covington Capital Management
California
$53K +$53K +920 New
William Blair & Company
106
William Blair & Company
Illinois
$52K – – –
AA
107
Ancora Advisors
Ohio
$46K – – –
PWP
108
Personal Wealth Partners
Minnesota
$46K +$46K +800 New
APA
109
American Portfolios Advisors
New York
$45.6K +$14K +244 +45%
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$45K +$22.1K +385 +96%
COCM
111
Charter Oak Capital Management
New Hampshire
$43K +$57 +1 +0.1%
AF
112
Arrow Financial
New York
$42K – – –
OSNBOA
113
Old Second National Bank of Aurora
Illinois
$36K – – –
PCG
114
Private Capital Group
Connecticut
$35K – – –
FPB
115
First PREMIER Bank
South Dakota
$29K – – –
AWA
116
Arkadios Wealth Advisors
Georgia
$26K +$12.7K +226 +96%
SWM
117
Spire Wealth Management
Virginia
$23K -$11.5K -200 -33%
IBOK
118
Independence Bank of Kentucky
Kentucky
$23K – – –
CIAS
119
Capital Investment Advisory Services
North Carolina
$20K -$45.7K -800 -70%
AAP
120
Arax Advisory Partners
Colorado
$14K +$14K +250 New
CAPTRUST Financial Advisors
121
CAPTRUST Financial Advisors
North Carolina
$12K – – –
GRP
122
Global Retirement Partners
California
$9K -$4.39K -77 -33%
IWMWV
123
Ironwood Wealth Management (West Virginia)
West Virginia
$9K – – –
JCM
124
Jacobi Capital Management
Pennsylvania
$6K – – –
BWA
125
BDO Wealth Advisors
Florida
$5K – – –
2 3 4
5
6