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iShares US Regional Banks ETF
IAT

Overview Fund Activity

159 hedge funds and large institutions have $969M invested in iShares US Regional Banks ETF in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 55 increasing their positions, 36 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+29
Holders Change %
+22.31%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
38
Increased
55
Reduced
36
Closed
8
Calls
$816K
Puts
$506K
Net Calls
+$310K
Net Calls Change
-$514K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$611M
2
EE
2
EWG Elevate
California
$6.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$58.4M
4
EF
4
Empowered Funds
Pennsylvania
$3.58M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.34M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$8.35M
2
SI
2
Stephens Inc
Arkansas
$3.41M
3
FTUS
3
Flow Traders U.S.
New York
$547K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$531K
5
CFA
5
Carroll Financial Associates
North Carolina
$310K
Name Holding Trade Value Shares
Change 		Shares
Change %
Qube Research & Technologies (QRT)
126
Qube Research & Technologies (QRT)
United Kingdom
$79K +$61.4K +992 +348%
FF
127
FourThought Financial
Florida
$70K -$67.6K -1,100 -49%
HI
128
Harbour Investments
Wisconsin
$68K -$67.4K -1,090 -50%
CCM
129
Covington Capital Management
California
$65K – – –
CAPTRUST Financial Advisors
130
CAPTRUST Financial Advisors
North Carolina
$64K +$43K +700 +205%
William Blair & Company
131
William Blair & Company
Illinois
$61K +$5.6K +91 +10%
TFO
132
Tarbox Family Office
California
$55K -$4.39K -71 -7%
RPCONE
133
Retirement Planning Company of New England
Rhode Island
$54K +$54K +884 New
AA
134
Ancora Advisors
Ohio
$49K – – –
Fifth Third Bancorp
135
Fifth Third Bancorp
Ohio
$48K – – –
COCM
136
Charter Oak Capital Management
New Hampshire
$47K +$186 +3 +0.4%
AF
137
Arrow Financial
New York
$45K – – –
PCG
138
Private Capital Group
Connecticut
$37K – – –
SWM
139
Spire Wealth Management
Virginia
$33K +$33K +527 New
FPB
140
First PREMIER Bank
South Dakota
$31K – – –
OSNBOA
141
Old Second National Bank of Aurora
Illinois
$29K – – –
Koshinski Asset Management
142
Koshinski Asset Management
Illinois
$27.7K +$27.7K +448 New
CIAS
143
Capital Investment Advisory Services
North Carolina
$24K +$2.24K +36 +10%
UB
144
UMB Bank
Missouri
$17K +$17K +275 New
National Bank of Canada
145
National Bank of Canada
Quebec, Canada
$17K +$17K +280 New
AAP
146
Arax Advisory Partners
Colorado
$15K – – –
TFGT
147
TS Financial Group (TSFG)
Illinois
$13K – – –
Fidelity Investments
148
Fidelity Investments
Massachusetts
$7K +$1.13K +18 +19%
BWA
149
BDO Wealth Advisors
Florida
$6K – – –
MIFH
150
Migdal Insurance & Financial Holdings
Israel
$6K +$6K +89 New
3 4 5
6
7