IAT icon

iShares US Regional Banks ETF
IAT

Overview Fund Activity

138 hedge funds and large institutions have $415M invested in iShares US Regional Banks ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 40 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+5
Holders Change %
+3.76%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
40
Reduced
40
Closed
13
Calls
$367K
Puts
$195K
Net Calls
+$172K
Net Calls Change
-$248K

Top Buyers

1
MOS
1
MGO One Seven
Ohio
$1.99M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.19M
3
US Bancorp
3
US Bancorp
Minnesota
$11.5M
4
SFWA
4
Summit Financial Wealth Advisors
Louisiana
$838K
5
Marshall Wace
5
Marshall Wace
United Kingdom
$1.09M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$295M
2
Morgan Stanley
2
Morgan Stanley
New York
$10.2M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$1.25M
4
Ameriprise
4
Ameriprise
Minnesota
$2.78M
5
Wells Fargo
5
Wells Fargo
California
$7.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CSB
101
City State Bank
Iowa
$43K +$38.2K +800 +800%
Bessemer Group
102
Bessemer Group
New Jersey
$38K +$38K +806 New
AF
103
Arrow Financial
New York
$35K – – –
CG
104
Cutler Group
California
$33K – – –
OSNBOA
105
Old Second National Bank of Aurora
Illinois
$30.2K – – –
Fifth Third Bancorp
106
Fifth Third Bancorp
Ohio
$29.8K -$7.62K -160 -20%
NA
107
NewEdge Advisors
Louisiana
$29K +$2.1K +604 +8%
AF
108
Advisornet Financial
Minnesota
$23.8K – – –
National Bank of Canada
109
National Bank of Canada
Quebec, Canada
$21.7K -$83.8K -1,760 -79%
HS
110
Horan Securities
United States
$19.6K +$190 +4 +1%
HI
111
Harbour Investments
Wisconsin
$19.1K – – –
BCWM
112
Bartlett & Co Wealth Management
Ohio
$18.1K – – –
BC
113
Bartlett & Co
Ohio
$18K – – –
AWM
114
Abound Wealth Management
Tennessee
$13.3K – – –
UB
115
UMB Bank
Missouri
$13K – – –
AAP
116
Arax Advisory Partners
Colorado
$11.9K – – –
TFGT
117
TS Financial Group (TSFG)
Illinois
$10K – – –
USCWA
118
U.S. Capital Wealth Advisors
Texas
$9.53K +$9.53K +200 New
GRP
119
Global Retirement Partners
California
$8.35K +$48 +1 +0.6%
SWM
120
Spire Wealth Management
Virginia
$8K +$151 +3 +2%
RIA
121
Realta Investment Advisors
Delaware
$6.87K +$48 +1 +0.7%
AAMA
122
Advanced Asset Management Advisors
Ohio
$5.05K +$5.05K +106 New
BWA
123
BDO Wealth Advisors
Florida
$4.53K – – –
HWA
124
HHM Wealth Advisors
Tennessee
$4.05K – – –
GT
125
Glenmede Trust
Pennsylvania
$4K +$4K +84 New
3 4
5
6 7