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iShares US Regional Banks ETF
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Overview Fund Activity

116 hedge funds and large institutions have $208M invested in iShares US Regional Banks ETF in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 52 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-17
Holders Change %
-12.78%
% of All Funds
2.59%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
20
Reduced
52
Closed
35
Calls
$570K
Puts
$44K
Net Calls
+$526K
Net Calls Change
+$903K

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$20M
2
FWCM
2
Ferguson Wellman Capital Management
Oregon
$3.35M
3
LNC
3
Lincoln National Corp
Pennsylvania
$3.03M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.33M
5
NRS
5
Neville Rodie & Shaw
New York
$2.02M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.1M
2
SFI
2
SPC Financial Inc
Maryland
$0
3
Wells Fargo
3
Wells Fargo
California
$11.3M
4
Bank of America
4
Bank of America
North Carolina
$30.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
126
Schnieders Capital Management
California
– -$428K -8,730 Closed
Koshinski Asset Management
127
Koshinski Asset Management
Illinois
– -$354K -7,217 Closed
FT
128
Fiduciary Trust
Massachusetts
– -$344K -7,028 Closed
SPIA
129
Steward Partners Investment Advisory
New York
– -$313K -6,393 Closed
DC
130
Davenport & Co
Virginia
– -$308K -6,290 Closed
PCIA
131
Prime Capital Investment Advisors
Kansas
– -$245K -5,000 Closed
JC
132
Jacobs & Co
California
– -$239K -4,890 Closed
AFP
133
Ausdal Financial Partners
Iowa
– -$238K -4,855 Closed
SM
134
Salzhauer Michael
– -$230K -4,683 Closed
CIBC World Market
135
CIBC World Market
Ontario, Canada
– -$227K -4,638 Closed
MHS
136
M Holdings Securities
Oregon
– -$222K -4,520 Closed
SG Americas Securities
137
SG Americas Securities
New York
– -$216K -4,400 Closed
SS
138
Sunbelt Securities
Texas
– -$206K -4,210 Closed
MIM
139
Marco Investment Management
Georgia
– -$201K -4,104 Closed
RCAG
140
Rehmann Capital Advisory Group
Michigan
– -$82.1K -1,675 Closed
CPIG
141
Chicago Partners Investment Group
Illinois
– -$49K -1,096 Closed
Simplex Trading
142
Simplex Trading
Illinois
– -$44K -899 Closed
TL
143
TrueWealth LLC
Georgia
– -$30K -615 Closed
MSA
144
Marino Stram & Associates
Massachusetts
– -$27K -550 Closed
AF
145
Advisornet Financial
Minnesota
– -$27K -550 Closed
Bessemer Group
146
Bessemer Group
New Jersey
– -$23K -464 Closed
HWA
147
Heritage Wealth Advisors
Virginia
– -$15K -310 Closed
UBS AM
148
UBS AM
Illinois
– -$14.7K -300 Closed
PG
149
Patten Group
Tennessee
– -$2K -40 Closed
HNB
150
Huntington National Bank
Ohio
– -$25K – –
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