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iShares US Regional Banks ETF
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Overview Fund Activity

181 hedge funds and large institutions have $322M invested in iShares US Regional Banks ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+25
Holders Change %
+16.03%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
50
Increased
56
Reduced
48
Closed
23
Calls
$3.71M
Puts
$3.71M
Net Calls
–
Net Calls Change
-$2.07M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$54.4M
2
HCA
2
Heck Capital Advisors
Wisconsin
$9.43M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$16.6M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$9.69M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$6.24M

Top Sellers

1
RCYC
1
Richard C. Young & Co
Rhode Island
$0
2
BB
2
Bell Bank
North Dakota
$0
3
LIA
3
Luken Investment Analytics
Tennessee
$73.2K
4
AI
4
Arrien Investments
Idaho
$2.82M
5
CI
5
CX Institutional
Indiana
$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPIG
101
Chicago Partners Investment Group
Illinois
$209K +$209K +4,977 New
OCM
102
One Capital Management
California
$207K +$207K +4,941 New
E
103
ETFidea
New York
$206K +$206K +4,926 New
LFG
104
Larson Financial Group
Missouri
$201K +$11.5K +276 +6%
SWC
105
Spectrum Wealth Counsel
Indiana
$182K +$182K +4,358 New
WCM
106
Winthrop Capital Management
Indiana
$179K +$179K +4,271 New
HWA
107
HHM Wealth Advisors
Tennessee
$171K – – –
GPFA
108
Game Plan Financial Advisors
Ohio
$167K +$167K +4,000 New
PNC Financial Services Group
109
PNC Financial Services Group
Pennsylvania
$162K +$22.3K +534 +16%
LFA
110
Legend Financial Advisors
Pennsylvania
$159K – – –
First Manhattan
111
First Manhattan
New York
$137K +$137K +3,275 New
PFP
112
Pinnacle Financial Partners
Tennessee
$132K – – –
EWA
113
EP Wealth Advisors
California
$130K +$130K +3,100 New
CIAS
114
Capital Investment Advisory Services
North Carolina
$127K -$638K -15,256 -83%
BFS
115
Bare Financial Services
Pennsylvania
$127K +$127K +3,026 New
FFL
116
Financial Freedom LLC
Ohio
$120K +$3.14K +75 +3%
TRCT
117
Tower Research Capital (TRC)
New York
$111K -$1.36M -32,524 -92%
CPA
118
Cardiff Park Advisors
California
$95.9K +$2.55K +61 +3%
BFEC
119
Benjamin F. Edwards & Company
Missouri
$95K +$459 +11 +0.5%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$86K +$2.09K +50 +2%
FDCDDQ
121
Federation des caisses Desjardins du Quebec
Quebec, Canada
$82.8K – – –
AA
122
AlphaMark Advisors
Kentucky
$82K – – –
NS
123
NBC Securities
Alabama
$75K +$48K +1,148 +178%
LIA
124
Luken Investment Analytics
Tennessee
$73.2K -$5.54M -132,331 -99%
William Blair & Company
125
William Blair & Company
Illinois
$71.3K – – –
3 4
5
6 7