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iShares US Regional Banks ETF
IAT

Overview Fund Activity

154 hedge funds and large institutions have $393M invested in iShares US Regional Banks ETF in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 60 increasing their positions, 32 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
2.43%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
35
Increased
60
Reduced
32
Closed
33
Calls
$22.1M
Puts
$4.57M
Net Calls
+$17.5M
Net Calls Change
+$22.2M

Top Buyers

1
RCYC
Richard C. Young & Co
Rhode Island
$24M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$16.5M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$7.98M
4
Wells Fargo
Wells Fargo
California
$12.2M
5
AI
Arrien Investments
Idaho
$4.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$152M
2
Goldman Sachs
Goldman Sachs
New York
$2.95M
3
UBS Group
UBS Group
Switzerland
$4.3M
4
RJA
Raymond James & Associates
Florida
$1.9M
5
MOS
MGO One Seven
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WP
126
WealthPLAN Partners
Nebraska
$20.3K – – –
FFA
127
Founders Financial Alliance
North Carolina
$20.1K -$9.01K -266 -31%
AF
128
Advisornet Financial
Minnesota
$16.9K – – –
PCMC
129
Private Capital Management (Colorado)
Colorado
$16.9K – – –
QC
130
Quent Capital
New York
$15.1K +$15.1K +445 New
BAM
131
Bellevue Asset Management
Washington
$11.8K – – –
AWM
132
Avior Wealth Management
Nebraska
$11.7K +$11.7K +345 New
KFS
133
Kelly Financial Services
Massachusetts
$9.78K +$9.78K +289 New
TCPG
134
Trivant Custom Portfolio Group
California
$8.46K – – –
AAP
135
Arax Advisory Partners
Colorado
$8.46K – – –
TFGT
136
TS Financial Group (TSFG)
Illinois
$7K – – –
BHWM
137
Beaird Harris Wealth Management
Texas
$6.55K +$34 +1 +0.5%
Fidelity Investments
138
Fidelity Investments
Massachusetts
$5.62K +$2.23K +66 +66%
SWM
139
Spire Wealth Management
Virginia
$5.45K +$34 +1 +0.6%
JFA
140
JNBA Financial Advisors
Minnesota
$5.12K +$5.12K +151 New
ADL
141
Asset Dedication LLC
California
$4K +$28 +1 +0.7%
RIA
142
Realta Investment Advisors
Delaware
$3.58K +$3.58K +106 New
AWM
143
Angeles Wealth Management
California
$3.39K – – –
HWA
144
HHM Wealth Advisors
Tennessee
$2.88K – – –
KFI
145
Key Financial Inc
Pennsylvania
$2.64K – – –
HS
146
Horan Securities
United States
$2.07K -$476 -14 -19%
LCM
147
Logan Capital Management
Pennsylvania
$1.22K – – –
HBW
148
Hazlett, Burt & Watson
West Virginia
$1K – – –
CFGS
149
Concourse Financial Group Securities
Alabama
$913 +$913 +27 New
CSPIA
150
Cary Street Partners Investment Advisory
Virginia
$643 -$677 -20 -51%
4 5
6
7 8