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iShares US Regional Banks ETF
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Overview Fund Activity

138 hedge funds and large institutions have $415M invested in iShares US Regional Banks ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 40 increasing their positions, 40 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
138
Holders Change
+5
Holders Change %
+3.76%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
40
Reduced
40
Closed
13
Calls
$367K
Puts
$195K
Net Calls
+$172K
Net Calls Change
-$248K

Top Buyers

1
MOS
MGO One Seven
Ohio
$1.99M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$2.19M
3
US Bancorp
US Bancorp
Minnesota
$11.5M
4
SFWA
Summit Financial Wealth Advisors
Louisiana
$838K
5
Marshall Wace
Marshall Wace
United Kingdom
$1.09M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$295M
2
Morgan Stanley
Morgan Stanley
New York
$10.2M
3
HighTower Advisors
HighTower Advisors
Illinois
$1.25M
4
Ameriprise
Ameriprise
Minnesota
$2.78M
5
Wells Fargo
Wells Fargo
California
$7.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
126
Key Financial Inc
Pennsylvania
$3.73K – – –
HNB
127
Huntington National Bank
Ohio
$3.53K -$4K – –
BHWM
128
Beaird Harris Wealth Management
Texas
$3.37K +$47 +1 +1%
BTI
129
Blue Trust Inc
Georgia
$3K -$48 -1 -2%
Fidelity Investments
130
Fidelity Investments
Massachusetts
$2.62K +$524 +11 +25%
FMII
131
Farmers & Merchants Investments Inc
Nebraska
$2.05K – – –
CSPIA
132
Cary Street Partners Investment Advisory
Virginia
$1.86K +$1.86K +39 New
LCM
133
Logan Capital Management
Pennsylvania
$1.71K – – –
ACA
134
Aptus Capital Advisors
Alabama
$1.62K – – –
HBW
135
Hazlett, Burt & Watson
West Virginia
$1K – – –
PFBT
136
Parkside Financial Bank & Trust
Missouri
$905 +$905 +19 New
CWP
137
Concord Wealth Partners
Virginia
$858 +$858 +18 New
PO
138
Private Ocean
California
$620 +$620 +13 New
MWM
139
MinichMacGregor Wealth Management
New York
$238 +$238 +5 New
EH
140
Equitable Holdings
New York
– -$674K -14,124 Closed
RWA
141
Ropes Wealth Advisors
Massachusetts
– -$274K -5,737 Closed
GPFA
142
Game Plan Financial Advisors
Ohio
– -$239K -5,000 Closed
CAN
143
Cetera Advisor Networks
California
– -$229K -4,787 Closed
SFI
144
SPC Financial Inc
Maryland
– -$208K -4,362 Closed
TSS
145
Two Sigma Securities
New York
– -$208K -4,348 Closed
AIP
146
Almanack Investment Partners
Pennsylvania
– -$116K -2,438 Closed
Qube Research & Technologies (QRT)
147
Qube Research & Technologies (QRT)
United Kingdom
– -$107K -2,234 Closed
HGERS
148
Householder Group Estate & Retirement Specialist
Arizona
– -$95K -1,999 Closed
GI
149
Gradient Investments
Minnesota
– -$4K -82 Closed
CAAS
150
Capital Asset Advisory Services
Michigan
– -$3K -70 Closed
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