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iShares US Regional Banks ETF

171 hedge funds and large institutions have $256M invested in iShares US Regional Banks ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 54 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

11% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 54

20% less call options, than puts

Call options by funds: $2.12M | Put options by funds: $2.64M

Holders
171
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
$2.12M
Puts
$2.64M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GWP
101
Gen-Wealth Partners
Michigan
$204K
CCFCSB
102
Cape Cod Five Cents Savings Bank
Massachusetts
$202K
Fidelity Investments
103
Fidelity Investments
Massachusetts
$201K
FF
104
Finley Financial
Nevada
$165K
MWA
105
Medallion Wealth Advisors
Connecticut
$164K
PNC Financial Services Group
106
PNC Financial Services Group
Pennsylvania
$137K
CPA
107
Cardiff Park Advisors
California
$135K
National Bank of Canada
108
National Bank of Canada
Quebec, Canada
$119K
SWA
109
SOA Wealth Advisors
New York
$117K
FFA
110
Farther Finance Advisors
California
$116K
CF
111
Centaurus Financial
California
$108K
CA
112
CoreCap Advisors
Michigan
$99.3K
LIA
113
Luken Investment Analytics
Tennessee
$96.5K
TCM
114
Triumph Capital Management
Colorado
$84.2K
AF
115
Advisornet Financial
Minnesota
$82.8K
NS
116
NBC Securities
Alabama
$82.3K
GRP
117
Global Retirement Partners
California
$76.4K
BFS
118
Bare Financial Services
Pennsylvania
$75.9K
MWM
119
MGB Wealth Management
Texas
$74.5K
KFP
120
Kerr Financial Planning
California
$73.8K
AC
121
AlphaCore Capital
California
$73.6K
TFA
122
Toth Financial Advisory
Virginia
$70.6K
MCM
123
MAI Capital Management
Ohio
$66.2K
BC
124
Barrett & Company
Rhode Island
$60.9K
CSB
125
City State Bank
Iowa
$57.9K