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iShares US Regional Banks ETF
IAT

Overview Fund Activity

159 hedge funds and large institutions have $969M invested in iShares US Regional Banks ETF in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 55 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+29
Holders Change %
+22.31%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
38
Increased
55
Reduced
36
Closed
8
Calls
$816K
Puts
$506K
Net Calls
+$310K
Net Calls Change
-$514K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$611M
2
EE
2
EWG Elevate
California
$6.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$58.4M
4
EF
4
Empowered Funds
Pennsylvania
$3.58M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.34M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$8.35M
2
SI
2
Stephens Inc
Arkansas
$3.41M
3
FTUS
3
Flow Traders U.S.
New York
$547K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$531K
5
CFA
5
Carroll Financial Associates
North Carolina
$310K
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
101
Thoroughbred Financial Services
Tennessee
$250K +$741 +12 +0.3%
MIM
102
Marco Investment Management
Georgia
$246K – – –
LWP
103
Legacy Wealth Planning
Nevada
$245K -$8.04K -130 -3%
Baird Financial Group
104
Baird Financial Group
Wisconsin
$243K +$243K +3,935 New
RWA
105
Redmont Wealth Advisors
Illinois
$236K +$236K +3,816 New
BNP Paribas Financial Markets
106
BNP Paribas Financial Markets
France
$234K +$234K +3,788 New
CIBC World Market
107
CIBC World Market
Ontario, Canada
$230K -$165K -2,679 -42%
SCA
108
Snowden Capital Advisors
New York
$228K -$3.57K -58 -2%
PAG
109
Private Advisor Group
New Jersey
$226K -$48.2K -780 -18%
FAM
110
Formidable Asset Management
Ohio
$226K – – –
VCWA
111
Vanguard Capital Wealth Advisors
Colorado
$224K +$224K +3,639 New
AF
112
Advisornet Financial
Minnesota
$213K +$31.9K +516 +18%
AWA
113
Amplius Wealth Advisors
Pennsylvania
$180K +$180K +2,916 New
Citigroup
114
Citigroup
New York
$149K – – –
QCG
115
Quadrant Capital Group
Ohio
$144K -$12.3K -200 -8%
FDCDDQ
116
Federation des caisses Desjardins du Quebec
Quebec, Canada
$138K – – –
FFA
117
Founders Financial Alliance
North Carolina
$117K +$20K +325 +21%
CF
118
Centaurus Financial
California
$113K -$77.6K -1,254 -41%
LPIC
119
LeJeune Puetz Investment Counsel
Michigan
$112K – – –
PA
120
Parallel Advisors
California
$99K +$37.3K +604 +60%
CA
121
CoreCap Advisors
Michigan
$99K +$99K +1,610 New
TFA
122
Toth Financial Advisory
Virginia
$98K -$1.11K -18 -1%
APA
123
American Portfolios Advisors
New York
$97.5K +$34.3K +556 +54%
TWC
124
TD Waterhouse Canada
Ontario, Canada
$94K +$94K +1,442 New
IA
125
IFP Advisors
Florida
$88K -$23.3K -376 -21%
3 4
5
6 7