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iShares US Regional Banks ETF
IAT

Overview Fund Activity

166 hedge funds and large institutions have $932M invested in iShares US Regional Banks ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 62 increasing their positions, 40 reducing their positions, and 18 closing their positions.

Holders
166
Holders Change
+7
Holders Change %
+4.4%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
62
Reduced
40
Closed
18
Calls
$1.59M
Puts
$312K
Net Calls
+$1.27M
Net Calls Change
+$963K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$72.5M
2
UBS Group
2
UBS Group
Switzerland
$15.8M
3
LPL Financial
3
LPL Financial
California
$9.91M
4
US Bancorp
4
US Bancorp
Minnesota
$13.1M
5
Truist Financial
5
Truist Financial
North Carolina
$3.09M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$560M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$1.55M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.19M
4
TRCT
4
Tower Research Capital (TRC)
New York
$6K
5
Goldman Sachs
5
Goldman Sachs
New York
$3.26M
Name Market Value Shares Shares
Change 		Shares
Change %
PFS
126
Prospera Financial Services
Texas
$79K 1,334 +1,334 New
TWC
127
TD Waterhouse Canada
Ontario, Canada
$76.3K 1,317 -125 -9%
FF
128
FourThought Financial
Florida
$67K 1,139 – –
CCM
129
Covington Capital Management
California
$62K 1,060 – –
William Blair & Company
130
William Blair & Company
Illinois
$61K 1,043 +52 +5%
AA
131
Ancora Advisors
Ohio
$47K 800 – –
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$46K 785 – –
COCM
133
Charter Oak Capital Management
New Hampshire
$45K 765 +5 +0.7%
AF
134
Arrow Financial
New York
$43K 735 – –
CAPTRUST Financial Advisors
135
CAPTRUST Financial Advisors
North Carolina
$42K 711 -330 -32%
OSNBOA
136
Old Second National Bank of Aurora
Illinois
$37K 633 – –
PCG
137
Private Capital Group
Connecticut
$35K 600 – –
CG
138
Cutler Group
California
$35K 600 +600 New
Koshinski Asset Management
139
Koshinski Asset Management
Illinois
$26.4K 448 – –
CIAS
140
Capital Investment Advisory Services
North Carolina
$23K 386 – –
BCWM
141
Bartlett & Co Wealth Management
Ohio
$22.4K 380 +380 New
BC
142
Bartlett & Co
Ohio
$22K 380 +380 New
Fidelity Investments
143
Fidelity Investments
Massachusetts
$20K 342 +230 +205%
UB
144
UMB Bank
Missouri
$16K 275 – –
AAP
145
Arax Advisory Partners
Colorado
$15K 250 – –
TFGT
146
TS Financial Group (TSFG)
Illinois
$12K 205 -8 -4%
MCC
147
Money Concepts Capital
Florida
$10K 172 +172 New
AF
148
Allworth Financial
California
$9K 161 +161 New
GRP
149
Global Retirement Partners
California
$9K 171 +171 New
TRCT
150
Tower Research Capital (TRC)
New York
$6K 94 -27,933 -100%
4 5
6
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