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iShares US Regional Banks ETF
IAT

Overview Fund Activity

157 hedge funds and large institutions have $240M invested in iShares US Regional Banks ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 55 increasing their positions, 65 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
-24
Holders Change %
-13.26%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
55
Reduced
65
Closed
29
Calls
$5.93M
Puts
$4.45M
Net Calls
+$1.49M
Net Calls Change
+$1.49M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$7.38M
2
Citadel Advisors
2
Citadel Advisors
Florida
$5.45M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$12.4M
4
CWM
4
Chicago Wealth Management
Illinois
$2.14M
5
AWS
5
Atria Wealth Solutions
New York
$2.94M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.9M
2
BIA
2
Barry Investment Advisors
Massachusetts
$0
3
Bank of America
3
Bank of America
North Carolina
$15.7M
4
HCA
4
Heck Capital Advisors
Wisconsin
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
126
IFP Advisors
Florida
$31.9K – – –
AF
127
Arrow Financial
New York
$31.9K – – –
Fidelity Investments
128
Fidelity Investments
Massachusetts
$30.7K +$28.7K +661 +1,406%
SSB
129
Sandy Spring Bank
Maryland
$30.7K – – –
BCWM
130
Bartlett & Co Wealth Management
Ohio
$28.8K – – –
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$27K -$3.82K -88 -12%
FDCDDQ
132
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.2K -$60.7K -1,400 -71%
FFA
133
Founders Financial Alliance
North Carolina
$22.5K +$87 +2 +0.4%
QC
134
Quent Capital
New York
$19.3K – – –
BWL
135
Bogart Wealth LLC
Virginia
$15.2K – – –
SS
136
Sunbelt Securities
Texas
$15.2K -$43.9K -1,011 -74%
BFS
137
Burkett Financial Services
South Carolina
$14.7K +$130 +3 +0.9%
GWM
138
Geneos Wealth Management
Colorado
$13.7K -$9.15K -211 -40%
KFS
139
Kelly Financial Services
Massachusetts
$12.9K – – –
AAP
140
Arax Advisory Partners
Colorado
$10.8K -$217 -5 -2%
PCMC
141
Private Capital Management (Colorado)
Colorado
$8.68K -$13K -300 -60%
BHWM
142
Beaird Harris Wealth Management
Texas
$8.67K +$43 +1 +0.5%
SWM
143
Spire Wealth Management
Virginia
$7.22K +$87 +2 +1%
ADL
144
Asset Dedication LLC
California
$6K – – –
BAM
145
Bellevue Asset Management
Washington
$4.49K +$44 +1 +1%
AWM
146
Angeles Wealth Management
California
$4.34K – – –
AWM
147
Avior Wealth Management
Nebraska
$4.22K +$43 +1 +1%
AEPWM
148
Atlantic Edge Private Wealth Management
Florida
$4.12K – – –
CG
149
Cutler Group
California
$4K -$32K -800 -89%
HWA
150
HHM Wealth Advisors
Tennessee
$3.69K -$174K -4,000 -98%
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