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iShares US Regional Banks ETF
IAT

Overview Fund Activity

133 hedge funds and large institutions have $446M invested in iShares US Regional Banks ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 49 reducing their positions, and 19 closing their positions.

Holders
133
Holders Change
-6
Holders Change %
-4.32%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
35
Reduced
49
Closed
19
Calls
$420K
Puts
–
Net Calls
+$420K
Net Calls Change
-$590K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.37M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$4.14M
3
UBS Group
3
UBS Group
Switzerland
$4.07M
4
WP
4
WealthShield Partners
North Carolina
$973K
5
AR
5
Apeiron RIA
Texas
$359K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$316M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.2M
3
Wells Fargo
3
Wells Fargo
California
$8.62M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.63M
5
KAS
5
Kestra Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
101
William Blair & Company
Illinois
$46K -$3.32K -70 -7%
Fifth Third Bancorp
102
Fifth Third Bancorp
Ohio
$37K – – –
AF
103
Arrow Financial
New York
$35K – – –
CG
104
Cutler Group
California
$33K +$4.71K +100 +17%
OSNBOA
105
Old Second National Bank of Aurora
Illinois
$30K – – –
AF
106
Advisornet Financial
Minnesota
$24K -$1.97K -41 -8%
HI
107
Harbour Investments
Wisconsin
$20K – – –
HS
108
Horan Securities
United States
$19K +$19K +408 New
BCWM
109
Bartlett & Co Wealth Management
Ohio
$18.1K – – –
BC
110
Bartlett & Co
Ohio
$18K – – –
AWM
111
Abound Wealth Management
Tennessee
$13.4K +$13.4K +280 New
UB
112
UMB Bank
Missouri
$13K – – –
AAP
113
Arax Advisory Partners
Colorado
$12K – – –
TFGT
114
TS Financial Group (TSFG)
Illinois
$10K – – –
GRP
115
Global Retirement Partners
California
$9K +$103 +2 +1%
SWM
116
Spire Wealth Management
Virginia
$7K -$22.7K -506 -76%
RIA
117
Realta Investment Advisors
Delaware
$7K +$7K +143 New
BWA
118
BDO Wealth Advisors
Florida
$5K -$7.9K -150 -61%
CSB
119
City State Bank
Iowa
$5K – – –
KFI
120
Key Financial Inc
Pennsylvania
$4K – – –
HWA
121
HHM Wealth Advisors
Tennessee
$4K – – –
HNB
122
Huntington National Bank
Ohio
$4K -$4K – –
GI
123
Gradient Investments
Minnesota
$4K +$4K +82 New
BTI
124
Blue Trust Inc
Georgia
$3K -$857 -18 -22%
CAAS
125
Capital Asset Advisory Services
Michigan
$3K – – –
2 3 4
5
6