IAT icon

iShares US Regional Banks ETF
IAT

Overview Fund Activity

157 hedge funds and large institutions have $240M invested in iShares US Regional Banks ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 55 increasing their positions, 65 reducing their positions, and 29 closing their positions.

Holders
157
Holders Change
-24
Holders Change %
-13.26%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
55
Reduced
65
Closed
29
Calls
$5.93M
Puts
$4.45M
Net Calls
+$1.49M
Net Calls Change
+$1.49M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$7.38M
2
Citadel Advisors
2
Citadel Advisors
Florida
$5.45M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$12.4M
4
CWM
4
Chicago Wealth Management
Illinois
$2.14M
5
AWS
5
Atria Wealth Solutions
New York
$2.94M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.9M
2
BIA
2
Barry Investment Advisors
Massachusetts
$0
3
Bank of America
3
Bank of America
North Carolina
$15.7M
4
HCA
4
Heck Capital Advisors
Wisconsin
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.71M
Name Market Value Shares Shares
Change 		Shares
Change %
PFP
101
Pinnacle Financial Partners
Tennessee
$137K 3,147 – –
FFL
102
Financial Freedom LLC
Ohio
$125K 2,888 +20 +0.7%
Citigroup
103
Citigroup
New York
$123K 2,836 +2,638 +1,332%
CIAS
104
Capital Investment Advisory Services
North Carolina
$121K 2,780 -267 -9%
Carson Wealth (CWM LLC)
105
Carson Wealth (CWM LLC)
Nebraska
$107K 2,458 +405 +20%
CPA
106
Cardiff Park Advisors
California
$100K 2,308 +16 +0.7%
BFEC
107
Benjamin F. Edwards & Company
Missouri
$99K 2,281 +2 +0.1%
LIA
108
Luken Investment Analytics
Tennessee
$75.9K 1,750 – –
NS
109
NBC Securities
Alabama
$75K 1,744 -49 -3%
AF
110
Advisornet Financial
Minnesota
$72.7K 1,675 +1,175 +235%
PS
111
Principal Securities
Iowa
$70.7K 1,629 +48 +3%
AA
112
AlphaMark Advisors
Kentucky
$70K 1,625 -325 -17%
HGERS
113
Householder Group Estate & Retirement Specialist
Arizona
$69.7K 1,607 +12 +0.8%
CIBC Private Wealth Group
114
CIBC Private Wealth Group
Georgia
$63.8K 1,495 +1,495 New
MWM
115
MGB Wealth Management
Texas
$58.6K 1,350 – –
TCG
116
Transcendent Capital Group
Oklahoma
$57.7K 1,331 +9 +0.7%
TFA
117
Toth Financial Advisory
Virginia
$55.5K 1,280 – –
CSB
118
City State Bank
Iowa
$50K 1,150 -225 -16%
BC
119
Barrett & Company
Rhode Island
$45.3K 1,043 +7 +0.7%
PA
120
Parallel Advisors
California
$43.4K 1,000 -57 -5%
HI
121
Harbour Investments
Wisconsin
$41.2K 950 +200 +27%
FPB
122
First PREMIER Bank
South Dakota
$41K 940 – –
William Blair & Company
123
William Blair & Company
Illinois
$39.2K 904 -800 -47%
CA
124
Clearstead Advisors
Ohio
$37.5K 875 -233 -21%
PTC
125
Private Trust Company
Ohio
$36.4K 840 -8 -0.9%
3 4
5
6 7