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iShares US Regional Banks ETF
IAT

Overview Fund Activity

155 hedge funds and large institutions have $225M invested in iShares US Regional Banks ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 44 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+8
Holders Change %
+5.44%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
24
Increased
44
Reduced
47
Closed
15
Calls
$7.08M
Puts
$11.4M
Net Calls
-$4.27M
Net Calls Change
-$8.15M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$23.9M
2
GF
2
Gimbal Financial
Indiana
$4.28M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$17.3M
4
SWC
4
Spectrum Wealth Counsel
Indiana
$3.12M
5
Citadel Advisors
5
Citadel Advisors
Florida
$4.98M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$13M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$9.14M
3
Wells Fargo
3
Wells Fargo
California
$7.12M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.71M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CPA
101
Cardiff Park Advisors
California
$112K +$1.05K +22 +0.9%
CIBC Private Wealth Group
102
CIBC Private Wealth Group
Georgia
$95.7K +$5.04K +106 +6%
William Blair & Company
103
William Blair & Company
Illinois
$84.5K +$23.6K +496 +39%
Fidelity Investments
104
Fidelity Investments
Massachusetts
$83.8K +$29.5K +621 +54%
LIA
105
Luken Investment Analytics
Tennessee
$83.2K – – –
NS
106
NBC Securities
Alabama
$83K +$48 +1 +0.1%
AA
107
AlphaMark Advisors
Kentucky
$72K – – –
Citigroup
108
Citigroup
New York
$67.9K -$81K -1,703 -54%
AF
109
Advisornet Financial
Minnesota
$66.4K +$570 +12 +0.9%
TCG
110
Transcendent Capital Group
Oklahoma
$66K +$1.66K +35 +3%
Carson Wealth (CWM LLC)
111
Carson Wealth (CWM LLC)
Nebraska
$66K -$60.3K -1,267 -48%
MWM
112
MGB Wealth Management
Texas
$64.2K – – –
TFA
113
Toth Financial Advisory
Virginia
$60.9K – – –
PS
114
Principal Securities
Iowa
$58.8K -$16.6K -350 -22%
CSB
115
City State Bank
Iowa
$54.7K – – –
BC
116
Barrett & Company
Rhode Island
$50.5K +$476 +10 +1%
IA
117
IFP Advisors
Florida
$45.4K +$9.51K +200 +26%
HI
118
Harbour Investments
Wisconsin
$45.2K – – –
PTC
119
Private Trust Company
Ohio
$39.8K -$95 -2 -0.2%
FFA
120
Farther Finance Advisors
California
$39K +$39K +820 New
PS
121
Planned Solutions
California
$33.8K +$33.8K +711 New
SSB
122
Sandy Spring Bank
Maryland
$33.7K – – –
BCWM
123
Bartlett & Co Wealth Management
Ohio
$31.5K – – –
Fifth Third Bancorp
124
Fifth Third Bancorp
Ohio
$29.6K – – –
HGERS
125
Householder Group Estate & Retirement Specialist
Arizona
$28K +$284 +6 +1%
3 4
5
6 7