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iShares US Regional Banks ETF
IAT

Overview Fund Activity

147 hedge funds and large institutions have $194M invested in iShares US Regional Banks ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
-10
Holders Change %
-6.37%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
44
Reduced
56
Closed
19
Calls
$7.94M
Puts
$4.06M
Net Calls
+$3.88M
Net Calls Change
+$2.39M

Top Buyers

1
Two Sigma Investments
Two Sigma Investments
New York
$1.21M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$11.3M
3
Goldman Sachs
Goldman Sachs
New York
$3.43M
4
TRCT
Tower Research Capital (TRC)
New York
$1.13M
5
GCP
GSA Capital Partners
United Kingdom
$970K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$17.4M
2
AWC
Abundance Wealth Counselors
Pennsylvania
$0
3
Citadel Advisors
Citadel Advisors
Florida
$1.78M
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$13.7M
5
Truist Financial
Truist Financial
North Carolina
$3.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
QC
126
Quent Capital
New York
$18.5K – – –
BWL
127
Bogart Wealth LLC
Virginia
$14.6K – – –
GWM
128
Geneos Wealth Management
Colorado
$13K -$41 -1 -0.3%
KFS
129
Kelly Financial Services
Massachusetts
$12.3K – – –
BFS
130
Burkett Financial Services
South Carolina
$10.6K -$3.4K -82 -24%
AAP
131
Arax Advisory Partners
Colorado
$10.4K – – –
BHWM
132
Beaird Harris Wealth Management
Texas
$8.36K +$83 +2 +1%
PCMC
133
Private Capital Management (Colorado)
Colorado
$8.29K – – –
HWM
134
HighMark Wealth Management
Minnesota
$8.29K +$8.29K +200 New
SWM
135
Spire Wealth Management
Virginia
$6.96K +$41 +1 +0.6%
ADL
136
Asset Dedication LLC
California
$6.13K +$41 +1 +0.7%
TSMHT
137
Thurston Springer Miller Herd & Titak
Indiana
$4.41K +$4.41K +106 New
AWM
138
Angeles Wealth Management
California
$4.15K – – –
HWA
139
HHM Wealth Advisors
Tennessee
$4.06K +$539 +13 +15%
AEPWM
140
Atlantic Edge Private Wealth Management
Florida
$3.94K – – –
HPC
141
HM Payson & Co
Maine
$3.61K +$3.61K +87 New
KFI
142
Key Financial Inc
Pennsylvania
$3.23K – – –
OSAM
143
O'Shaughnessy Asset Management
Connecticut
$1.49K -$705 -17 -32%
LCM
144
Logan Capital Management
Pennsylvania
$1.49K – – –
AF
145
Allworth Financial
California
$1.25K – – –
AWM
146
Avior Wealth Management
Nebraska
$1.2K -$2.96K -69 -71%
PWMG
147
Prestige Wealth Management Group
New Jersey
$664 – – –
AWC
148
Abundance Wealth Counselors
Pennsylvania
– -$4.31M -99,312 Closed
KWM
149
Kingsview Wealth Management
Oregon
– -$2.53M -58,423 Closed
CWM
150
Chicago Wealth Management
Illinois
– -$2.14M -49,366 Closed
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