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iShares US Regional Banks ETF
IAT

Overview Fund Activity

156 hedge funds and large institutions have $251M invested in iShares US Regional Banks ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 38 increasing their positions, 58 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
156
Holders Change
+2
Holders Change %
+1.3%
% of All Funds
2.49%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
23
Increased
38
Reduced
58
Closed
18
Calls
$6.16M
Puts
$4.1M
Net Calls
+$2.07M
Net Calls Change
-$15.5M

Top Buyers

1
LIA
Luken Investment Analytics
Tennessee
$4.51M
2
CAG
Crestwood Advisors Group
Massachusetts
$2.98M
3
AWC
Abundance Wealth Counselors
Pennsylvania
$2.9M
4
Ameriprise
Ameriprise
Minnesota
$5.3M
5
Toronto Dominion Bank
Toronto Dominion Bank
Ontario, Canada
$1.85M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$21.1M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$8.29M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$1.48M
4
LPL Financial
LPL Financial
California
$7.38M
5
HighTower Advisors
HighTower Advisors
Illinois
$600K
Name Holding Trade Value Shares
Change 		Shares
Change %
CG
126
Cutler Group
California
$23K -$4.96K -151 -18%
Fifth Third Bancorp
127
Fifth Third Bancorp
Ohio
$22.2K +$1.24K +37 +6%
NS
128
NBC Securities
Alabama
$21K +$21K +645 New
Qube Research & Technologies (QRT)
129
Qube Research & Technologies (QRT)
United Kingdom
$18.5K +$18.5K +552 New
FFA
130
Founders Financial Alliance
North Carolina
$17K -$2.92K -87 -15%
AF
131
Advisornet Financial
Minnesota
$16.8K – – –
PCMC
132
Private Capital Management (Colorado)
Colorado
$16.8K – – –
OSAM
133
O'Shaughnessy Asset Management
Connecticut
$16.6K +$16.6K +493 New
QC
134
Quent Capital
New York
$15K – – –
BWL
135
Bogart Wealth LLC
Virginia
$11.8K +$11.8K +351 New
KFS
136
Kelly Financial Services
Massachusetts
$9.71K – – –
TCPG
137
Trivant Custom Portfolio Group
California
$8.4K – – –
AAP
138
Arax Advisory Partners
Colorado
$8.4K – – –
AWM
139
Avior Wealth Management
Nebraska
$7.41K -$4.21K -125 -36%
BHWM
140
Beaird Harris Wealth Management
Texas
$6.5K – – –
SWM
141
Spire Wealth Management
Virginia
$5.41K – – –
JFA
142
JNBA Financial Advisors
Minnesota
$5.09K – – –
ADL
143
Asset Dedication LLC
California
$4K – – –
JPWM
144
Jamison Private Wealth Management
Georgia
$3.95K +$3.95K +117 New
RIA
145
Realta Investment Advisors
Delaware
$3.58K – – –
BAM
146
Bellevue Asset Management
Washington
$3.36K -$8.4K -250 -71%
AWM
147
Angeles Wealth Management
California
$3.36K – – –
KFI
148
Key Financial Inc
Pennsylvania
$2.62K – – –
CAL
149
Capital Analysts LLC
Pennsylvania
$2K +$2K +46 New
HT
150
Headlands Technologies
Illinois
$1.58K +$1.58K +47 New
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