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iShares US Regional Banks ETF
IAT

Overview Fund Activity

130 hedge funds and large institutions have $872M invested in iShares US Regional Banks ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
–
Holders Change %
0%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
51
Reduced
35
Closed
10
Calls
$824K
Puts
–
Net Calls
+$824K
Net Calls Change
+$387K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$559M
2
Wells Fargo
2
Wells Fargo
California
$37M
3
KAS
3
Kestra Advisory Services
Texas
$2.63M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.11M
5
Ameriprise
5
Ameriprise
Minnesota
$9.68M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$774K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$16.2M
3
SFI
3
SPC Financial Inc
Maryland
$19.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$51.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
TFA
101
Toth Financial Advisory
Virginia
$97K +$1.09K +18 +1%
FFA
102
Founders Financial Alliance
North Carolina
$95K +$21.2K +350 +29%
CCM
103
Covington Capital Management
California
$64K +$8.45K +140 +15%
APA
104
American Portfolios Advisors
New York
$62K +$14K +231 +29%
PA
105
Parallel Advisors
California
$61K – – –
TFO
106
Tarbox Family Office
California
$58K +$58K +960 New
William Blair & Company
107
William Blair & Company
Illinois
$55K – – –
AA
108
Ancora Advisors
Ohio
$48K – – –
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$48K – – –
COCM
110
Charter Oak Capital Management
New Hampshire
$46K +$182 +3 +0.4%
AF
111
Arrow Financial
New York
$45K – – –
OSNBOA
112
Old Second National Bank of Aurora
Illinois
$38K – – –
PCG
113
Private Capital Group
Connecticut
$36K – – –
Barclays
114
Barclays
United Kingdom
$35K -$121K -1,998 -78%
FPB
115
First PREMIER Bank
South Dakota
$30K – – –
GRP
116
Global Retirement Partners
California
$29K +$19.5K +326 +206%
AWA
117
Arkadios Wealth Advisors
Georgia
$28K +$61 +1 +0.2%
JCM
118
Jacobi Capital Management
Pennsylvania
$24K +$18K +297 +297%
CIAS
119
Capital Investment Advisory Services
North Carolina
$21K – – –
CAPTRUST Financial Advisors
120
CAPTRUST Financial Advisors
North Carolina
$21K +$8.01K +130 +62%
Qube Research & Technologies (QRT)
121
Qube Research & Technologies (QRT)
United Kingdom
$17K +$17K +285 New
AAP
122
Arax Advisory Partners
Colorado
$15K – – –
TFGT
123
TS Financial Group (TSFG)
Illinois
$13K +$13K +213 New
Bessemer Group
124
Bessemer Group
New Jersey
$12K +$12K +200 New
BWA
125
BDO Wealth Advisors
Florida
$6K – – –
2 3 4
5
6