IAT icon

iShares US Regional Banks ETF
IAT

Overview Fund Activity

130 hedge funds and large institutions have $324M invested in iShares US Regional Banks ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 54 increasing their positions, 35 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
-1
Holders Change %
-0.76%
% of All Funds
2.27%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
54
Reduced
35
Closed
13
Calls
$650K
Puts
$213K
Net Calls
+$437K
Net Calls Change
-$288K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$31.2M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$18M
3
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$5.86M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.1M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$7.86M

Top Sellers

1
SAM
1
Synergy Asset Management
Washington
$0
2
TIAM2
2
Tru Independence Asset Management 2
Oregon
$0
3
MFG
3
Magnus Financial Group
New York
$0
4
SMG
4
Spectrum Management Group
Indiana
$2.96M
5
Jane Street
5
Jane Street
New York
$572K
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
126
HHM Wealth Advisors
Tennessee
$5K +$5K +85 New
CAAS
127
Capital Asset Advisory Services
Michigan
$4K – – –
IF
128
Ironwood Financial
Arizona
$3K +$58 +1 +2%
LWANC
129
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K +$3K +50 New
Fidelity Investments
130
Fidelity Investments
Massachusetts
$1K -$214 -3 -18%
SAM
131
Synergy Asset Management
Washington
– -$2.96M -52,167 Closed
TIAM2
132
Tru Independence Asset Management 2
Oregon
– -$2.12M -37,428 Closed
MFG
133
Magnus Financial Group
New York
– -$1.97M -34,818 Closed
GCA
134
Genesee Capital Advisors
New York
– -$851K -15,009 Closed
Koshinski Asset Management
135
Koshinski Asset Management
Illinois
– -$355K -6,269 Closed
RBFC
136
Roman Butler Fullerton & Co
Missouri
– -$299K -5,218 Closed
SFS
137
Sowell Financial Services
Arkansas
– -$251K -4,070 Closed
MAFM
138
Mid Atlantic Financial Management
Pennsylvania
– -$214K -3,772 Closed
DWM
139
Darwin Wealth Management
Florida
– -$211K -3,724 Closed
AIC
140
Ameritas Investment Company
Nebraska
– -$185K -3,269 Closed
GWM
141
Geneos Wealth Management
Colorado
– -$30K -517 Closed
KFS
142
Kelly Financial Services
Massachusetts
– -$10.4K -183 Closed
2 3 4 5
6