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iShares US Regional Banks ETF
IAT

Overview Fund Activity

181 hedge funds and large institutions have $322M invested in iShares US Regional Banks ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+25
Holders Change %
+16.03%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
50
Increased
56
Reduced
48
Closed
23
Calls
$3.71M
Puts
$3.71M
Net Calls
–
Net Calls Change
-$2.07M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$54.4M
2
HCA
Heck Capital Advisors
Wisconsin
$9.43M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$16.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$9.69M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$6.24M

Top Sellers

1
RCYC
Richard C. Young & Co
Rhode Island
$0
2
BB
Bell Bank
North Dakota
$0
3
LIA
Luken Investment Analytics
Tennessee
$73.2K
4
AI
Arrien Investments
Idaho
$2.82M
5
CI
CX Institutional
Indiana
$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
126
Principal Securities
Iowa
$66.1K +$66.1K +1,581 New
HGERS
127
Householder Group Estate & Retirement Specialist
Arizona
$66K +$1.7K +41 +3%
CSB
128
City State Bank
Iowa
$58K – – –
SS
129
Sunbelt Securities
Texas
$56.9K -$2.89K -69 -5%
MWM
130
MGB Wealth Management
Texas
$56.5K +$56.5K +1,350 New
TCG
131
Transcendent Capital Group
Oklahoma
$55.3K +$55.3K +1,322 New
TFA
132
Toth Financial Advisory
Virginia
$53.6K -$7.53K -180 -12%
ASN
133
Advisory Services Network
Georgia
$48.9K +$48.9K +1,168 New
CA
134
Clearstead Advisors
Ohio
$46.4K -$46.4K -1,108 -50%
PA
135
Parallel Advisors
California
$44.2K – – –
BC
136
Barrett & Company
Rhode Island
$43.3K +$1.13K +27 +3%
FPB
137
First PREMIER Bank
South Dakota
$39K -$20.7K -500 -35%
CG
138
Cutler Group
California
$37K +$8.22K +200 +29%
PTC
139
Private Trust Company
Ohio
$35.5K -$6.03K -144 -15%
GRP
140
Global Retirement Partners
California
$33.3K -$72.1K -1,799 -68%
HI
141
Harbour Investments
Wisconsin
$31.4K – – –
IA
142
IFP Advisors
Florida
$30.8K -$11.5K -275 -27%
AF
143
Arrow Financial
New York
$30.8K – – –
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$29.7K +$2.13K +51 +8%
PS
145
Planned Solutions
California
$29.7K +$29.7K +711 New
SSB
146
Sandy Spring Bank
Maryland
$29.6K – – –
BCWM
147
Bartlett & Co Wealth Management
Ohio
$28K +$28K +663 New
BC
148
Bartlett & Co
Ohio
$28K +$28K +663 New
RFA
149
Resurgent Financial Advisors
Georgia
$24.3K +$24.3K +580 New
OSNBOA
150
Old Second National Bank of Aurora
Illinois
$23.1K +$23.1K +553 New
4 5
6
7 8