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iShares US Regional Banks ETF
IAT

Overview Fund Activity

190 hedge funds and large institutions have $330M invested in iShares US Regional Banks ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 46 increasing their positions, 49 reducing their positions, and 13 closing their positions.

Holders
190
Holders Change
+35
Holders Change %
+22.58%
% of All Funds
2.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
52
Increased
46
Reduced
49
Closed
13
Calls
$7.74M
Puts
$14.1M
Net Calls
-$6.4M
Net Calls Change
-$2.12M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.8M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$10.8M
3
PFS
3
Prospera Financial Services
Texas
$7.63M
4
MWM
4
MinichMacGregor Wealth Management
New York
$7.02M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$7.78M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$5.73M
2
Ameriprise
2
Ameriprise
Minnesota
$5.89M
3
TRCT
3
Tower Research Capital (TRC)
New York
$0
4
GS
4
GTS Securities
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$721K
Name Market Value Shares Shares
Change 		Shares
Change %
PFP
126
Pinnacle Financial Partners
Tennessee
$150K 3,147 – –
FFL
127
Financial Freedom LLC
Ohio
$149K 2,965 +24 +0.8%
SWA
128
SOA Wealth Advisors
New York
$128K 2,547 -2,384 -48%
CIAS
129
Capital Investment Advisory Services
North Carolina
$122K 2,430 – –
CPA
130
Cardiff Park Advisors
California
$119K 2,369 +19 +0.8%
GRP
131
Global Retirement Partners
California
$96.2K 1,911 -1,376 -42%
LIA
132
Luken Investment Analytics
Tennessee
$88.1K 1,750 – –
Fidelity Investments
133
Fidelity Investments
Massachusetts
$87.3K 1,733 -29 -2%
AA
134
AlphaMark Advisors
Kentucky
$77K 1,525 – –
AF
135
Advisornet Financial
Minnesota
$73.7K 1,463 +66 +5%
MWM
136
MGB Wealth Management
Texas
$68K 1,350 – –
TCG
137
Transcendent Capital Group
Oklahoma
$65.3K 1,297 -92 -7%
TFA
138
Toth Financial Advisory
Virginia
$64.5K 1,280 – –
William Blair & Company
139
William Blair & Company
Illinois
$64.3K 1,277 -500 -28%
Qube Research & Technologies (QRT)
140
Qube Research & Technologies (QRT)
United Kingdom
$61.7K 1,225 +1,225 New
PS
141
Principal Securities
Iowa
$61.4K 1,220 -17 -1%
Citigroup
142
Citigroup
New York
$59.9K 1,190 -239 -17%
CSB
143
City State Bank
Iowa
$55.4K 1,100 -50 -4%
BC
144
Barrett & Company
Rhode Island
$53.9K 1,071 +9 +0.8%
MCM
145
MAI Capital Management
Ohio
$50.4K 1,000 +1,000 New
HI
146
Harbour Investments
Wisconsin
$47.8K 950 – –
PTC
147
Private Trust Company
Ohio
$46K 914 +77 +9%
FFA
148
Farther Finance Advisors
California
$41.3K 820 – –
GTAM
149
Global Trust Asset Management
Florida
$40.3K 800 +800 New
TWC
150
TD Waterhouse Canada
Ontario, Canada
$40.2K 800 +800 New
4 5
6
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