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iShares US Regional Banks ETF
IAT

Overview Fund Activity

133 hedge funds and large institutions have $446M invested in iShares US Regional Banks ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 49 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
133
Holders Change
-6
Holders Change %
-4.32%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
35
Reduced
49
Closed
19
Calls
$420K
Puts
–
Net Calls
+$420K
Net Calls Change
-$590K

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$2.37M
2
HighTower Advisors
HighTower Advisors
Illinois
$4.14M
3
UBS Group
UBS Group
Switzerland
$4.07M
4
WP
WealthShield Partners
North Carolina
$973K
5
AR
Apeiron RIA
Texas
$359K

Top Sellers

1
Bank of America
Bank of America
North Carolina
$316M
2
Morgan Stanley
Morgan Stanley
New York
$15.2M
3
Wells Fargo
Wells Fargo
California
$8.62M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$3.63M
5
KAS
Kestra Advisory Services
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
126
AssetMark Inc
California
$3K +$3K +61 New
BHWM
127
Beaird Harris Wealth Management
Texas
$3K +$3K +70 New
Fidelity Investments
128
Fidelity Investments
Massachusetts
$2K -$2.77K -61 -58%
FMII
129
Farmers & Merchants Investments Inc
Nebraska
$2K – – –
LCM
130
Logan Capital Management
Pennsylvania
$2K – – –
ACA
131
Aptus Capital Advisors
Alabama
$2K +$2K +34 New
HBW
132
Hazlett, Burt & Watson
West Virginia
$1K – – –
FPFS
133
First Personal Financial Services
North Carolina
$1K +$1K +27 New
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$291 – – –
KAS
135
Kestra Advisory Services
Texas
– -$2.69M -54,487 Closed
HF
136
HRT Financial
New York
– -$752K -15,266 Closed
Cetera Investment Advisers
137
Cetera Investment Advisers
Illinois
– -$341K -6,926 Closed
GC
138
Gilbert & Cook
Iowa
– -$312K -6,322 Closed
Simplex Trading
139
Simplex Trading
Illinois
– -$267K -5,428 Closed
PAG
140
Private Advisor Group
New Jersey
– -$219K -4,453 Closed
QCG
141
Quadrant Capital Group
Ohio
– -$115K -2,338 Closed
BAM
142
Belpointe Asset Management
Nevada
– -$101K -2,066 Closed
CA
143
CoreCap Advisors
Michigan
– -$79K -1,605 Closed
AA
144
Ancora Advisors
Ohio
– -$39K -800 Closed
COCM
145
Charter Oak Capital Management
New Hampshire
– -$38K -764 Closed
SWM
146
SeaCrest Wealth Management
New York
– -$37K -759 Closed
CAPTRUST Financial Advisors
147
CAPTRUST Financial Advisors
North Carolina
– -$31K -631 Closed
AIP
148
Ahrens Investment Partners
Louisiana
– -$5K -95 Closed
APC
149
Aspire Private Capital
North Carolina
– -$2K -31 Closed
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