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iShares US Regional Banks ETF
IAT

Overview Fund Activity

154 hedge funds and large institutions have $393M invested in iShares US Regional Banks ETF in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 60 increasing their positions, 32 reducing their positions, and 33 closing their positions.

Holders
154
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
2.43%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
35
Increased
60
Reduced
32
Closed
33
Calls
$22.1M
Puts
$4.57M
Net Calls
+$17.5M
Net Calls Change
+$22.2M

Top Buyers

1
RCYC
1
Richard C. Young & Co
Rhode Island
$24M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$16.5M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$7.98M
4
Wells Fargo
4
Wells Fargo
California
$12.2M
5
AI
5
Arrien Investments
Idaho
$4.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$152M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.95M
3
UBS Group
3
UBS Group
Switzerland
$4.3M
4
RJA
4
Raymond James & Associates
Florida
$1.9M
5
MOS
5
MGO One Seven
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
101
PNC Financial Services Group
Pennsylvania
$116K -$36.7K -1,084 -24%
BWA
102
BDO Wealth Advisors
Florida
$112K +$34.1K +1,006 +44%
PFP
103
Pinnacle Financial Partners
Tennessee
$107K – – –
FFL
104
Financial Freedom LLC
Ohio
$94.5K +$846 +25 +0.9%
AA
105
AlphaMark Advisors
Kentucky
$76K -$5.26K -155 -6%
CPA
106
Cardiff Park Advisors
California
$75.5K +$643 +19 +0.9%
FDCDDQ
107
Federation des caisses Desjardins du Quebec
Quebec, Canada
$67K -$8.46K -250 -11%
BFEC
108
Benjamin F. Edwards & Company
Missouri
$63K +$6.79K +201 +12%
LIA
109
Luken Investment Analytics
Tennessee
$59.2K – – –
QCG
110
Quadrant Capital Group
Ohio
$59K – – –
PTC
111
Private Trust Company
Ohio
$58.7K +$4.54K +134 +8%
William Blair & Company
112
William Blair & Company
Illinois
$57.7K – – –
TFA
113
Toth Financial Advisory
Virginia
$50.1K – – –
CSB
114
City State Bank
Iowa
$50K +$6.78K +200 +16%
FPB
115
First PREMIER Bank
South Dakota
$49K – – –
Franklin Resources
116
Franklin Resources
California
$47.4K – – –
PA
117
Parallel Advisors
California
$43.3K -$7.24K -214 -14%
HI
118
Harbour Investments
Wisconsin
$38.9K +$25.4K +750 +188%
CA
119
Clearstead Advisors
Ohio
$37.5K +$37.5K +1,108 New
BC
120
Barrett & Company
Rhode Island
$34.2K +$34.2K +1,009 New
CG
121
Cutler Group
California
$28K +$28K +851 New
SSB
122
Sandy Spring Bank
Maryland
$27.5K +$2.51K +74 +10%
AF
123
Arrow Financial
New York
$24.9K – – –
IA
124
IFP Advisors
Florida
$24K +$8.53K +252 +55%
Fifth Third Bancorp
125
Fifth Third Bancorp
Ohio
$21.1K -$51.2K -1,512 -71%
3 4
5
6 7