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iShares US Regional Banks ETF
IAT

Overview Fund Activity

147 hedge funds and large institutions have $194M invested in iShares US Regional Banks ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
-10
Holders Change %
-6.37%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
44
Reduced
56
Closed
19
Calls
$7.94M
Puts
$4.06M
Net Calls
+$3.88M
Net Calls Change
+$2.39M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$1.21M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$11.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$3.43M
4
TRCT
4
Tower Research Capital (TRC)
New York
$1.13M
5
GCP
5
GSA Capital Partners
United Kingdom
$970K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.4M
2
AWC
2
Abundance Wealth Counselors
Pennsylvania
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.78M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$13.7M
5
Truist Financial
5
Truist Financial
North Carolina
$3.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
101
Principal Securities
Iowa
$65.8K -$1.74K -42 -3%
AA
102
AlphaMark Advisors
Kentucky
$63K -$4.13K -100 -6%
MWM
103
MGB Wealth Management
Texas
$59.1K – – –
AF
104
Advisornet Financial
Minnesota
$57.4K -$12K -290 -17%
IAIM
105
International Assets Investment Management
Florida
$56.3K +$56.3K +1,357 New
TCG
106
Transcendent Capital Group
Oklahoma
$56.1K +$953 +23 +2%
William Blair & Company
107
William Blair & Company
Illinois
$53.1K +$15.6K +377 +42%
TFA
108
Toth Financial Advisory
Virginia
$53.1K – – –
CSB
109
City State Bank
Iowa
$47.7K – – –
Fidelity Investments
110
Fidelity Investments
Massachusetts
$47.3K +$18K +433 +61%
BC
111
Barrett & Company
Rhode Island
$43.6K +$373 +9 +0.9%
PA
112
Parallel Advisors
California
$41.5K – – –
HI
113
Harbour Investments
Wisconsin
$39.4K – – –
PTC
114
Private Trust Company
Ohio
$34.8K -$41 -1 -0.1%
IA
115
IFP Advisors
Florida
$31.3K +$829 +20 +3%
AF
116
Arrow Financial
New York
$30.5K – – –
CC
117
Cultivar Capital
Texas
$30K +$30K +723 New
SSB
118
Sandy Spring Bank
Maryland
$29.4K – – –
BCWM
119
Bartlett & Co Wealth Management
Ohio
$27.5K – – –
Fifth Third Bancorp
120
Fifth Third Bancorp
Ohio
$25.8K – – –
FDCDDQ
121
Federation des caisses Desjardins du Quebec
Quebec, Canada
$24K – – –
HGERS
122
Householder Group Estate & Retirement Specialist
Arizona
$24K -$41.8K -1,021 -64%
ATPW
123
Ashton Thomas Private Wealth
Arizona
$23.1K +$23.1K +557 New
FFA
124
Founders Financial Alliance
North Carolina
$21.7K +$166 +4 +0.8%
CA
125
Clearstead Advisors
Ohio
$19.7K -$16.6K -400 -46%
3 4
5
6 7