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iShares US Regional Banks ETF
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Overview Fund Activity

137 hedge funds and large institutions have $352M invested in iShares US Regional Banks ETF in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
-6
Holders Change %
-4.2%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
12
Increased
46
Reduced
36
Closed
18
Calls
$1.22M
Puts
$1.61M
Net Calls
-$397K
Net Calls Change
-$175K

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$59.9M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$15.8M
3
Ameriprise
Ameriprise
Minnesota
$10.1M
4
Wells Fargo
Wells Fargo
California
$29.1M
5
Bank of America
Bank of America
North Carolina
$45.8M

Top Sellers

1
FIM
Foresters Investment Management
New York
$0
2
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$3.26M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$4.8M
4
Goldman Sachs
Goldman Sachs
New York
$0
5
KFA
Kabarec Financial Advisors
Illinois
$6.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
Manulife (Manufacturers Life Insurance)
126
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19K +$19K +388 New
FHA
127
Flagship Harbor Advisors
Massachusetts
$16K +$16K +330 New
UBS AM
128
UBS AM
Illinois
$14.7K – – –
First Manhattan
129
First Manhattan
New York
$14K – – –
APSP
130
Asset Planning Services (Pennsylvania)
Pennsylvania
$14K – – –
GTAM
131
Global Trust Asset Management
Florida
$10K – – –
ADL
132
Asset Dedication LLC
California
$6K – – –
BWA
133
BDO Wealth Advisors
Florida
$5K – – –
DBT
134
Dubuque Bank & Trust
Iowa
$5K – – –
PG
135
Patten Group
Tennessee
$2K – – –
NWM
136
Northwest Wealth Management
Iowa
$1K – – –
FIM
137
Foresters Investment Management
New York
– -$8.14M -161,500 Closed
Goldman Sachs
138
Goldman Sachs
New York
– -$2.38M -47,226 Closed
FTIOP
139
Fiduciary Trust International of Pennsylvania
Pennsylvania
– -$895K -17,770 Closed
Handelsbanken Fonder
140
Handelsbanken Fonder
Sweden
– -$504K -10,000 Closed
MSAM
141
Moloney Securities Asset Management
Missouri
– -$359K -7,124 Closed
RIA
142
Regal Investment Advisors
Michigan
– -$270K -5,367 Closed
CRC
143
Curi RMB Capital
Illinois
– -$237K -4,700 Closed
WPW
144
Waldron Private Wealth
Pennsylvania
– -$232K -4,618 Closed
Fidelity Investments
145
Fidelity Investments
Massachusetts
– -$224K -4,439 Closed
MC
146
Moors & Cabot
Massachusetts
– -$202K -4,013 Closed
WDL
147
Well Done LLC
Michigan
– -$108K -2,145 Closed
CCA
148
Clearwater Capital Advisors
Illinois
– -$107K -2,124 Closed
WAS
149
WESPAC Advisors SoCal
California
– -$54K -1,077 Closed
Simplex Trading
150
Simplex Trading
Illinois
– -$50K -1,012 Closed
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