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iShares US Regional Banks ETF

180 hedge funds and large institutions have $308M invested in iShares US Regional Banks ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 51 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

23% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 22

28% less call options, than puts

Call options by funds: $1.77M | Put options by funds: $2.48M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
180
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.77M
Puts
$2.48M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
101
SOL Capital Management
Maryland
$233K
OCM
102
One Capital Management
California
$232K
CPIG
103
Chicago Partners Investment Group
Illinois
$232K
GPFA
104
Game Plan Financial Advisors
Ohio
$223K
JIC
105
Joel Isaacson & Co
New York
$219K
OC
106
Oppenheimer & Co
New York
$212K
Comerica Bank
107
Comerica Bank
Texas
$210K
WWM
108
Western Wealth Management
Colorado
$208K
LI
109
LRI Investments
Florida
$208K
TI
110
Trexquant Investment
Connecticut
$203K
CCFCSB
111
Cape Cod Five Cents Savings Bank
Massachusetts
$202K
CIBC World Market
112
CIBC World Market
Ontario, Canada
$201K
CFD
113
Creative Financial Designs
Indiana
$166K
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$159K
PFP
115
Pinnacle Financial Partners
Tennessee
$158K
National Bank of Canada
116
National Bank of Canada
Quebec, Canada
$158K
CA
117
CoreCap Advisors
Michigan
$152K
SHF
118
Safe Harbor Fiduciary
Florida
$143K
SS
119
Sunbelt Securities
Texas
$141K
FFL
120
Financial Freedom LLC
Ohio
$139K
FF
121
Finley Financial
Nevada
$133K
SWA
122
SOA Wealth Advisors
New York
$119K
CPA
123
Cardiff Park Advisors
California
$111K
CF
124
Centaurus Financial
California
$102K
Fidelity Investments
125
Fidelity Investments
Massachusetts
$88.9K