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iShares US Regional Banks ETF

159 hedge funds and large institutions have $257M invested in iShares US Regional Banks ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 55 reducing their positions, and 30 closing their positions.

Holders
159
Holders Change
-20
Holders Change %
-11.17%
% of All Funds
2.13%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
50
Reduced
55
Closed
30
Calls
$2.28M
Puts
$2.75M
Net Calls
-$461K
Net Calls Change
+$243K
Name Holding Trade Value Shares
Change
Shares
Change %
SWM
126
Spire Wealth Management
Virginia
$35.9K -$19K -384 -35%
PTC
127
Private Trust Company
Ohio
$34.7K -$3.62K -73 -9%
BCWM
128
Bartlett & Co Wealth Management
Ohio
$32.9K
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$30.9K
AC
130
AlphaCore Capital
California
$29.3K +$14.9K +300 +103%
FDCDDQ
131
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.7K
FFA
132
Founders Financial Alliance
North Carolina
$26.5K +$149 +3 +0.6%
HT
133
Headlands Technologies
Illinois
$24.8K +$24.8K +500 New
CFP
134
Comprehensive Financial Planning
Pennsylvania
$23.5K +$248 +5 +1%
CIAS
135
Capital Investment Advisory Services
North Carolina
$21.3K
DWM
136
Darwin Wealth Management
Florida
$18.9K +$248 +5 +1%
OC
137
Oakworth Capital
Alabama
$17.8K
BWL
138
Bogart Wealth LLC
Virginia
$17.4K
TSMHT
139
Thurston Springer Miller Herd & Titak
Indiana
$16.6K +$11.3K +228 +215%
GWM
140
Geneos Wealth Management
Colorado
$15.6K -$15.6K -314 -50%
OSAM
141
O'Shaughnessy Asset Management
Connecticut
$14.3K
HI
142
Harbour Investments
Wisconsin
$14.1K -$33K -665 -70%
GSWM
143
Golden State Wealth Management
California
$14.1K +$99 +2 +0.7%
CA
144
Clearstead Advisors
Ohio
$13.6K
AAP
145
Arax Advisory Partners
Colorado
$12.4K
HWM
146
HighMark Wealth Management
Minnesota
$9.91K
NEWAS
147
N.E.W. Advisory Services
Wisconsin
$7.78K
ADL
148
Asset Dedication LLC
California
$7.44K
DPW
149
DiNuzzo Private Wealth
Pennsylvania
$7.33K
WCM
150
Winthrop Capital Management
Indiana
$5K