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iShares US Regional Banks ETF
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Overview Fund Activity

166 hedge funds and large institutions have $932M invested in iShares US Regional Banks ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 62 increasing their positions, 40 reducing their positions, and 18 closing their positions.

Holders
166
Holders Change
+7
Holders Change %
+4.4%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
62
Reduced
40
Closed
18
Calls
$1.59M
Puts
$312K
Net Calls
+$1.27M
Net Calls Change
+$963K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$72.5M
2
UBS Group
2
UBS Group
Switzerland
$15.8M
3
LPL Financial
3
LPL Financial
California
$9.91M
4
US Bancorp
4
US Bancorp
Minnesota
$13.1M
5
Truist Financial
5
Truist Financial
North Carolina
$3.09M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$560M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$1.55M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.19M
4
TRCT
4
Tower Research Capital (TRC)
New York
$6K
5
Goldman Sachs
5
Goldman Sachs
New York
$3.26M
Name Market Value Shares Shares
Change 		Shares
Change %
Susquehanna International Group
101
Susquehanna International Group
Pennsylvania
$269K 4,569 -4,030 -47%
PFP
102
Pinnacle Financial Partners
Tennessee
$268K 4,539 -26 -0.6%
CPIG
103
Chicago Partners Investment Group
Illinois
$258K 5,045 +2 +0%
PFGIA
104
Patriot Financial Group Insurance Agency
Massachusetts
$254K 4,311 -1,092 -20%
Northern Trust
105
Northern Trust
Illinois
$241K 4,088 -2,903 -42%
MIM
106
Marco Investment Management
Georgia
$234K 3,979 – –
AF
107
Advisornet Financial
Minnesota
$232K 3,941 +499 +14%
LWP
108
Legacy Wealth Planning
Nevada
$223K 3,790 -172 -4%
VCWA
109
Vanguard Capital Wealth Advisors
Colorado
$220K 3,741 +102 +3%
FAM
110
Formidable Asset Management
Ohio
$205K 3,475 – –
SF
111
Synovus Financial
Georgia
$203K 3,457 +3,457 New
EIP
112
Ellis Investment Partners
Pennsylvania
$186K 3,165 +3,165 New
AA
113
AlphaMark Advisors
Kentucky
$174K 2,945 -2,425 -45%
SWM
114
Spire Wealth Management
Virginia
$156K 2,639 +2,112 +401%
Citigroup
115
Citigroup
New York
$142K 2,409 -4 -0.2%
FFA
116
Founders Financial Alliance
North Carolina
$141K 2,394 +497 +26%
APA
117
American Portfolios Advisors
New York
$141K 2,387 +808 +51%
QCG
118
Quadrant Capital Group
Ohio
$138K 2,338 – –
FDCDDQ
119
Federation des caisses Desjardins du Quebec
Quebec, Canada
$131K 2,230 – –
CF
120
Centaurus Financial
California
$129K 2,184 +358 +20%
BAM
121
Belpointe Asset Management
Nevada
$126K 2,135 +2,135 New
National Bank of Canada
122
National Bank of Canada
Quebec, Canada
$123K 2,134 +1,854 +662%
PA
123
Parallel Advisors
California
$97K 1,606 +2 +0.1%
TFA
124
Toth Financial Advisory
Virginia
$94K 1,590 – –
FPB
125
First PREMIER Bank
South Dakota
$85K 1,440 +940 +188%
3 4
5
6 7