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iShares US Regional Banks ETF
IAT

Overview Fund Activity

155 hedge funds and large institutions have $225M invested in iShares US Regional Banks ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 44 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
155
Holders Change
+8
Holders Change %
+5.44%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
24
Increased
44
Reduced
47
Closed
15
Calls
$7.08M
Puts
$11.4M
Net Calls
-$4.27M
Net Calls Change
-$8.15M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$23.9M
2
GF
2
Gimbal Financial
Indiana
$4.28M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$17.3M
4
SWC
4
Spectrum Wealth Counsel
Indiana
$3.12M
5
Citadel Advisors
5
Citadel Advisors
Florida
$4.98M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$13M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$9.14M
3
Wells Fargo
3
Wells Fargo
California
$7.12M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.71M
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FDCDDQ
126
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.6K – – –
FFA
127
Founders Financial Alliance
North Carolina
$25K +$143 +3 +0.6%
QC
128
Quent Capital
New York
$21.2K – – –
DWM
129
Darwin Wealth Management
Florida
$17.6K +$17.6K +370 New
AF
130
Arrow Financial
New York
$17.4K -$17.5K -368 -50%
BWL
131
Bogart Wealth LLC
Virginia
$16.7K – – –
GWM
132
Geneos Wealth Management
Colorado
$14.9K – – –
CA
133
Clearstead Advisors
Ohio
$13.1K -$9.51K -200 -42%
CT
134
Coastline Trust
Rhode Island
$13K +$13K +273 New
BFS
135
Burkett Financial Services
South Carolina
$12.3K +$95 +2 +0.8%
NRC
136
New Republic Capital
North Carolina
$12.1K +$12.1K +255 New
AAP
137
Arax Advisory Partners
Colorado
$11.9K – – –
HWM
138
HighMark Wealth Management
Minnesota
$9.51K – – –
ADL
139
Asset Dedication LLC
California
$7.06K – – –
DPW
140
DiNuzzo Private Wealth
Pennsylvania
$7.03K +$7.03K +148 New
TSMHT
141
Thurston Springer Miller Herd & Titak
Indiana
$5.05K – – –
AWM
142
Angeles Wealth Management
California
$4.75K – – –
BF
143
BOK Financial
Oklahoma
$4.65K +$4.65K +101 New
OSAM
144
O'Shaughnessy Asset Management
Connecticut
$4.63K +$2.86K +58 +161%
AEPWM
145
Atlantic Edge Private Wealth Management
Florida
$4.52K – – –
HPC
146
HM Payson & Co
Maine
$4.14K – – –
HWA
147
HHM Wealth Advisors
Tennessee
$4.04K -$618 -13 -13%
SWM
148
Spire Wealth Management
Virginia
$3.93K -$4.02K -85 -51%
KFI
149
Key Financial Inc
Pennsylvania
$3.71K – – –
LCM
150
Logan Capital Management
Pennsylvania
$1.73K – – –
3 4 5
6
7