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iShares US Regional Banks ETF
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Overview Fund Activity

190 hedge funds and large institutions have $330M invested in iShares US Regional Banks ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 46 increasing their positions, 49 reducing their positions, and 13 closing their positions.

Holders
190
Holders Change
+35
Holders Change %
+22.58%
% of All Funds
2.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
52
Increased
46
Reduced
49
Closed
13
Calls
$7.74M
Puts
$14.1M
Net Calls
-$6.4M
Net Calls Change
-$2.12M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.8M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$10.8M
3
PFS
3
Prospera Financial Services
Texas
$7.63M
4
MWM
4
MinichMacGregor Wealth Management
New York
$7.02M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$7.78M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$5.73M
2
Ameriprise
2
Ameriprise
Minnesota
$5.89M
3
TRCT
3
Tower Research Capital (TRC)
New York
$0
4
GS
4
GTS Securities
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$721K
Name Market Value Shares Shares
Change 		Shares
Change %
BCG
101
Breakwater Capital Group
New Jersey
$282K 5,597 -30 -0.5%
FHA
102
First Horizon Advisors
Tennessee
$270K 5,367 – –
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$264K 5,237 -6,159 -54%
GPFA
104
Game Plan Financial Advisors
Ohio
$262K 5,200 -50 -1%
CPIG
105
Chicago Partners Investment Group
Illinois
$261K 5,146 +41 +0.8%
JIC
106
Joel Isaacson & Co
New York
$257K 5,106 -1 -0%
Jane Street
107
Jane Street
New York
$255K 5,062 +5,062 New
SCM
108
SOL Capital Management
Maryland
$252K 5,000 – –
OCM
109
One Capital Management
California
$251K 4,976 -640 -11%
Comerica Bank
110
Comerica Bank
Texas
$247K 4,911 +595 +14%
TI
111
Trexquant Investment
Connecticut
$246K 4,889 -1,137 -19%
WWM
112
Western Wealth Management
Colorado
$242K 4,806 -35 -0.7%
KF
113
KKM Financial
Illinois
$241K 4,788 +4,788 New
Bank of New York Mellon
114
Bank of New York Mellon
New York
$233K 4,633 +4,633 New
PWW
115
Pettyjohn Wood & White
Virginia
$230K 4,575 – –
CIBC World Market
116
CIBC World Market
Ontario, Canada
$228K 4,520 +4,520 New
LI
117
LRI Investments
Florida
$224K 4,450 – –
SHGA
118
Sand Hill Global Advisors
California
$206K 4,090 +4,090 New
CCFCSB
119
Cape Cod Five Cents Savings Bank
Massachusetts
$202K 4,249 – –
CFD
120
Creative Financial Designs
Indiana
$196K 3,891 -1,151 -23%
CA
121
CoreCap Advisors
Michigan
$196K 3,885 -2,648 -41%
PNC Financial Services Group
122
PNC Financial Services Group
Pennsylvania
$172K 3,409 +940 +38%
National Bank of Canada
123
National Bank of Canada
Quebec, Canada
$171K 3,393 -500 -13%
FF
124
Finley Financial
Nevada
$158K 3,000 +3,000 New
SHF
125
Safe Harbor Fiduciary
Florida
$154K 3,056 -236 -7%
3 4
5
6 7