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iShares US Regional Banks ETF

159 hedge funds and large institutions have $261M invested in iShares US Regional Banks ETF in 2025 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 47 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
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
$2.24M
Puts
$1.92M
Net Calls
Net Calls Change

Top Sellers

1 -$9.25M
2 -$4.08M
3 -$3.82M
4
US Bancorp
US Bancorp
Minnesota
-$3.1M
5
Ameriprise
Ameriprise
Minnesota
-$3.07M
Name Holding Trade Value Shares
Change
Change in
Stake
BCWM
126
Bartlett & Co Wealth Management
Ohio
$34.8K
AC
127
AlphaCore Capital
California
$31K
FDCDDQ
128
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.5K
FFA
129
Founders Financial Alliance
North Carolina
$28.3K
CFP
130
Comprehensive Financial Planning
Pennsylvania
$25.1K
Citigroup
131
Citigroup
New York
$23.9K
QC
132
Quent Capital
New York
$23.4K
CIAS
133
Capital Investment Advisory Services
North Carolina
$22.6K
DWM
134
Darwin Wealth Management
Florida
$20.2K
OC
135
Oakworth Capital
Alabama
$18.9K
BWL
136
Bogart Wealth LLC
Virginia
$18.4K
AAS
137
Ameritas Advisory Services
Nebraska
$17.8K
GWM
138
Geneos Wealth Management
Colorado
$16.5K
CT
139
Caldwell Trust
Florida
$16K
OSAM
140
O'Shaughnessy Asset Management
Connecticut
$15.1K
GSWM
141
Golden State Wealth Management
California
$15.1K
HI
142
Harbour Investments
Wisconsin
$15K
CA
143
Clearstead Advisors
Ohio
$14.4K
BNP Paribas Financial Markets
144
BNP Paribas Financial Markets
France
$11K
HWM
145
HighMark Wealth Management
Minnesota
$10.5K
NEWAS
146
N.E.W. Advisory Services
Wisconsin
$8.25K
DPW
147
DiNuzzo Private Wealth
Pennsylvania
$8K
ADL
148
Asset Dedication LLC
California
$7.92K
WANY
149
Wealthspire Advisors (New York)
New York
$7.88K
WCM
150
Winthrop Capital Management
Indiana
$5K