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iShares US Regional Banks ETF
IAT

Overview Fund Activity

153 hedge funds and large institutions have $407M invested in iShares US Regional Banks ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 54 increasing their positions, 26 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+15
Holders Change %
+10.87%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
46
Increased
54
Reduced
26
Closed
30
Calls
$5.83M
Puts
$10.5M
Net Calls
-$4.64M
Net Calls Change
-$4.81M

Top Buyers

1
BIA
Barry Investment Advisors
Massachusetts
$9.81M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$9.18M
3
Morgan Stanley
Morgan Stanley
New York
$16M
4
BB
Bell Bank
North Dakota
$7.98M
5
Goldman Sachs
Goldman Sachs
New York
$10M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$219M
2
TRCT
Tower Research Capital (TRC)
New York
$320K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$648K
4
SFWA
Summit Financial Wealth Advisors
Louisiana
$0
5
WP
WealthShield Partners
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RFA
126
Resurgent Financial Advisors
Georgia
$20.8K +$20.8K +580 New
AF
127
Advisornet Financial
Minnesota
$17.9K – – –
PCMC
128
Private Capital Management (Colorado)
Colorado
$17.9K +$17.9K +500 New
BBPWM
129
Blue Bell Private Wealth Management
Pennsylvania
$16.5K +$16.5K +460 New
HI
130
Harbour Investments
Wisconsin
$14.3K – – –
BAM
131
Bellevue Asset Management
Washington
$12.5K +$12.5K +350 New
AAP
132
Arax Advisory Partners
Colorado
$8.95K – – –
TCPG
133
Trivant Custom Portfolio Group
California
$8.95K +$8.95K +250 New
HNB
134
Huntington National Bank
Ohio
$7.48K -$3.53K – –
TFGT
135
TS Financial Group (TSFG)
Illinois
$7K – – –
BHWM
136
Beaird Harris Wealth Management
Texas
$6.86K +$4.32K +121 +170%
ADL
137
Asset Dedication LLC
California
$6K +$6K +144 New
Commonwealth Equity Services
138
Commonwealth Equity Services
Massachusetts
$6K +$2.18K +60,972 +57%
SWM
139
Spire Wealth Management
Virginia
$5.71K +$36 +1 +0.6%
BTI
140
Blue Trust Inc
Georgia
$4K +$1.05K +22 +35%
Fidelity Investments
141
Fidelity Investments
Massachusetts
$3.58K +$1.61K +45 +82%
RP
142
Rice Partnership
Hawaii
$3.58K +$3.58K +100 New
AWM
143
Angeles Wealth Management
California
$3.58K +$3.58K +100 New
HWA
144
HHM Wealth Advisors
Tennessee
$3.04K – – –
KFI
145
Key Financial Inc
Pennsylvania
$2.79K – – –
HS
146
Horan Securities
United States
$2.7K -$12.1K -337 -82%
FMII
147
Farmers & Merchants Investments Inc
Nebraska
$1.54K – – –
CSPIA
148
Cary Street Partners Investment Advisory
Virginia
$1.4K – – –
LCM
149
Logan Capital Management
Pennsylvania
$1.28K – – –
ACA
150
Aptus Capital Advisors
Alabama
$1.22K – – –
4 5
6
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