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iShares US Regional Banks ETF
IAT

Overview Fund Activity

156 hedge funds and large institutions have $251M invested in iShares US Regional Banks ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 38 increasing their positions, 58 reducing their positions, and 18 closing their positions.

Holders
156
Holders Change
+2
Holders Change %
+1.3%
% of All Funds
2.49%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
23
Increased
38
Reduced
58
Closed
18
Calls
$6.16M
Puts
$4.1M
Net Calls
+$2.07M
Net Calls Change
-$15.5M

Top Buyers

1
LIA
1
Luken Investment Analytics
Tennessee
$4.51M
2
CAG
2
Crestwood Advisors Group
Massachusetts
$2.98M
3
AWC
3
Abundance Wealth Counselors
Pennsylvania
$2.9M
4
Ameriprise
4
Ameriprise
Minnesota
$5.3M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$1.85M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$21.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.29M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$1.48M
4
LPL Financial
4
LPL Financial
California
$7.38M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$600K
Name Holding Trade Value Shares
Change 		Shares
Change %
FFL
101
Financial Freedom LLC
Ohio
$93.8K – – –
GRP
102
Global Retirement Partners
California
$84.6K -$49.8K -1,548 -37%
BFEC
103
Benjamin F. Edwards & Company
Missouri
$76K +$13.5K +403 +22%
CPA
104
Cardiff Park Advisors
California
$75K – – –
CA
105
Clearstead Advisors
Ohio
$74.5K +$37.2K +1,108 +100%
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$67K -$54.5K -1,630 -45%
FDCDDQ
107
Federation des caisses Desjardins du Quebec
Quebec, Canada
$66.5K – – –
AA
108
AlphaMark Advisors
Kentucky
$66K -$9.82K -290 -13%
Citadel Advisors
109
Citadel Advisors
Florida
$65.6K -$1.62M -48,199 -96%
TFGT
110
TS Financial Group (TSFG)
Illinois
$58K +$51.1K +1,510 +737%
William Blair & Company
111
William Blair & Company
Illinois
$57.3K – – –
HGERS
112
Householder Group Estate & Retirement Specialist
Arizona
$52.2K +$52.2K +1,554 New
TFA
113
Toth Financial Advisory
Virginia
$49.1K -$672 -20 -1%
SS
114
Sunbelt Securities
Texas
$48K +$48K +1,430 New
FPB
115
First PREMIER Bank
South Dakota
$48K – – –
Franklin Resources
116
Franklin Resources
California
$47K – – –
CSB
117
City State Bank
Iowa
$46K -$3.35K -100 -7%
PA
118
Parallel Advisors
California
$35.5K -$7.46K -222 -17%
IA
119
IFP Advisors
Florida
$33.9K +$10.1K +300 +42%
BC
120
Barrett & Company
Rhode Island
$33.9K – – –
PTC
121
Private Trust Company
Ohio
$33.3K -$24.9K -742 -43%
S
122
SignatureFD
Georgia
$26.4K +$26.4K +787 New
HI
123
Harbour Investments
Wisconsin
$25.2K -$13.4K -400 -35%
AF
124
Arrow Financial
New York
$24.7K – – –
SSB
125
Sandy Spring Bank
Maryland
$23.8K -$3.53K -105 -13%
3 4
5
6 7