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iShares US Regional Banks ETF
IAT

Overview Fund Activity

133 hedge funds and large institutions have $333M invested in iShares US Regional Banks ETF in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
-4
Holders Change %
-2.92%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
13
Increased
52
Reduced
32
Closed
16
Calls
$578K
Puts
$955K
Net Calls
-$377K
Net Calls Change
+$20K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$13.3M
2
RJA
2
Raymond James & Associates
Florida
$9.33M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$2.93M
4
Jane Street
4
Jane Street
New York
$2.13M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$4.37M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.9M
2
VC
2
Vestor Capital
Illinois
$0
3
DCM
3
Donaldson Capital Management
Indiana
$1.02M
4
Wells Fargo
4
Wells Fargo
California
$27.4M
5
VF
5
Virtu Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BWA
126
BDO Wealth Advisors
Florida
$5K – – –
DBT
127
Dubuque Bank & Trust
Iowa
$5K – – –
WCM
128
Whitener Capital Management
North Carolina
$4K +$4K +100 New
CFGS
129
Concourse Financial Group Securities
Alabama
$3K +$3K +54 New
PG
130
Patten Group
Tennessee
$2K – – –
NWM
131
Northwest Wealth Management
Iowa
$1K – – –
WKWM
132
Walter & Keenan Wealth Management
Indiana
$564 +$61 +1,250 +12%
VC
133
Vestor Capital
Illinois
– -$2.41M -48,930 Closed
VF
134
Virtu Financial
New York
– -$1.25M -25,462 Closed
EDRH
135
Edmond de Rothschild Holding
Switzerland
– -$627K -12,750 Closed
CAN
136
Cetera Advisor Networks
California
– -$602K -12,307 Closed
BCP
137
Blackhawk Capital Partners
Wisconsin
– -$497K -10,116 Closed
SCP
138
Syntal Capital Partners
Texas
– -$246K -5,018 Closed
Wolverine Trading
139
Wolverine Trading
Illinois
– -$238K -4,725 Closed
CAN
140
Claraphi Advisory Network
United States
– -$214K -4,351 Closed
PCM
141
Poehling Capital Management
Wisconsin
– -$141K -2,865 Closed
CF
142
Centaurus Financial
California
– -$130K -2,641 Closed
Deutsche Bank
143
Deutsche Bank
Germany
– -$68K -1,388 Closed
HT
144
Hefren-Tillotson
Pennsylvania
– -$65K -1,320 Closed
CG
145
Cutler Group
California
– -$42K -865 Closed
AP
146
Advisors Preferred
Maryland
– -$38K -779 Closed
CPA
147
Clear Perspective Advisors
Illinois
– -$26K -533 Closed
Manulife (Manufacturers Life Insurance)
148
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$19K -388 Closed
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