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iShares US Regional Banks ETF
IAT

Overview Fund Activity

143 hedge funds and large institutions have $349M invested in iShares US Regional Banks ETF in 2018 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 23 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
+19
Holders Change %
+15.32%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
30
Increased
55
Reduced
23
Closed
10
Calls
$1.37M
Puts
$1.59M
Net Calls
-$222K
Net Calls Change
+$276K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$46.8M
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$8.69M
3
Wells Fargo
Wells Fargo
California
$27.2M
4
RJFSA
Raymond James Financial Services Advisors
Florida
$9.97M
5
FIM
Foresters Investment Management
New York
$8.14M

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
$0
2
MC
Martin & Co
Tennessee
$3.4M
3
CS
Credit Suisse
Switzerland
$0
4
UBS Group
UBS Group
Switzerland
$23M
5
PFP
Pinnacle Financial Partners
Tennessee
$1.52M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
126
Moneta Group Investment Advisors
Missouri
$21K +$21K +425 New
GWM
127
Geneos Wealth Management
Colorado
$20K -$47.5K -950 -70%
CPIG
128
Chicago Partners Investment Group
Illinois
$19K +$19K +378 New
UBS AM
129
UBS AM
Illinois
$15.1K +$15.1K +300 New
Carson Wealth (CWM LLC)
130
Carson Wealth (CWM LLC)
Nebraska
$15K -$50K -1,000 -77%
First Manhattan
131
First Manhattan
New York
$15K – – –
APSP
132
Asset Planning Services (Pennsylvania)
Pennsylvania
$15K +$52 +1 +0.3%
GTAM
133
Global Trust Asset Management
Florida
$10K +$49 +1 +0.5%
IWM
134
IHT Wealth Management
Illinois
$10K +$48 +1 +0.5%
ADL
135
Asset Dedication LLC
California
$6K +$6K +114 New
WCM
136
Whitener Capital Management
North Carolina
$5K – – –
DBT
137
Dubuque Bank & Trust
Iowa
$5K – – –
BWA
138
BDO Wealth Advisors
Florida
$5K – – –
ACM
139
Aviance Capital Management
Florida
$5K +$5K +105 New
CG
140
Cutler Group
California
$3K +$3K +65 New
PG
141
Patten Group
Tennessee
$2K – – –
NWM
142
Northwest Wealth Management
Iowa
$1K +$1K +26 New
SG Americas Securities
143
SG Americas Securities
New York
– -$3.73M -75,646 Closed
CS
144
Credit Suisse
Switzerland
– -$2.09M -42,309 Closed
IH
145
IFC Holdings
Florida
– -$608K -12,291 Closed
SI
146
SII Investments
Wisconsin
– -$602K -12,274 Closed
BPC
147
Banque Pictet & Cie
Switzerland
– -$320K -6,488 Closed
BTS
148
BB&T Securities
Virginia
– -$270K -5,497 Closed
TH
149
Timber Hill
Connecticut
– -$213K -4,314 Closed
SSB
150
Sandy Spring Bank
Maryland
– -$37K -750 Closed
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