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iShares US Regional Banks ETF
IAT

Overview Fund Activity

139 hedge funds and large institutions have $501M invested in iShares US Regional Banks ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 23 increasing their positions, 58 reducing their positions, and 46 closing their positions.

Holders
139
Holders Change
-27
Holders Change %
-16.27%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
23
Reduced
58
Closed
46
Calls
$1.01M
Puts
–
Net Calls
+$1.01M
Net Calls Change
-$263K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$8.16M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$2.46M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$3.44M
4
NFC
4
Northeast Financial Consultants
Connecticut
$1.24M
5
TRCT
5
Tower Research Capital (TRC)
New York
$1.22M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$341M
2
Morgan Stanley
2
Morgan Stanley
New York
$28.6M
3
SFI
3
SPC Financial Inc
Maryland
$329K
4
Wells Fargo
4
Wells Fargo
California
$14.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
HWA
126
HHM Wealth Advisors
Tennessee
$4K – – –
KFI
127
Key Financial Inc
Pennsylvania
$4K – – –
HNB
128
Huntington National Bank
Ohio
$4K – – –
CAAS
129
Capital Asset Advisory Services
Michigan
$3K – – –
Qube Research & Technologies (QRT)
130
Qube Research & Technologies (QRT)
United Kingdom
$2K -$233 -5 -10%
FMII
131
Farmers & Merchants Investments Inc
Nebraska
$2K – – –
APC
132
Aspire Private Capital
North Carolina
$2K – – –
LCM
133
Logan Capital Management
Pennsylvania
$2K +$2K +36 New
LFG
134
Larson Financial Group
Missouri
$2K +$2K +36 New
HBW
135
Hazlett, Burt & Watson
West Virginia
$1K – – –
Bank of Montreal
136
Bank of Montreal
Ontario, Canada
$284 – – –
ASN
137
Advisory Services Network
Georgia
– -$10.2M -173,256 Closed
MWM
138
MinichMacGregor Wealth Management
New York
– -$10.1M -170,987 Closed
EE
139
EWG Elevate
California
– -$5.48M -92,925 Closed
CCA
140
Cadent Capital Advisors
Oklahoma
– -$4.31M -73,113 Closed
EF
141
Empowered Funds
Pennsylvania
– -$3.99M -67,633 Closed
SMG
142
Spectrum Management Group
Indiana
– -$3.9M -66,115 Closed
NWM
143
Northcape Wealth Management
New York
– -$3.63M -61,684 Closed
WDL
144
Well Done LLC
Michigan
– -$2.87M -48,686 Closed
Marshall Wace
145
Marshall Wace
United Kingdom
– -$1.54M -26,039 Closed
AWM
146
AE Wealth Management
Kansas
– -$1.31M -22,242 Closed
TFA
147
Teamwork Financial Advisors
Texas
– -$1.27M -21,568 Closed
AI
148
Atria Investments
North Carolina
– -$1.24M -21,082 Closed
WB
149
WesBanco Bank
West Virginia
– -$1.15M -19,578 Closed
OC
150
Oppenheimer & Co
New York
– -$1.08M -18,327 Closed
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