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iShares US Regional Banks ETF

163 hedge funds and large institutions have $259M invested in iShares US Regional Banks ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 57 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

17% less call options, than puts

Call options by funds: $2.28M | Put options by funds: $2.75M

56% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 32

Holders
163
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.28M
Puts
$2.75M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KG
126
Kilter Group
New York
$41.4K
TWC
127
TD Waterhouse Canada
Ontario, Canada
$40.8K
RAM
128
Riggs Asset Management
Pennsylvania
$37.4K
SWM
129
Spire Wealth Management
Virginia
$35.9K
PTC
130
Private Trust Company
Ohio
$34.7K
BCWM
131
Bartlett & Co Wealth Management
Ohio
$32.9K
Fifth Third Bancorp
132
Fifth Third Bancorp
Ohio
$30.9K
AC
133
AlphaCore Capital
California
$29.3K
FDCDDQ
134
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.7K
FFA
135
Founders Financial Alliance
North Carolina
$26.5K
HT
136
Headlands Technologies
Illinois
$24.8K
CFP
137
Comprehensive Financial Planning
Pennsylvania
$23.5K
CIAS
138
Capital Investment Advisory Services
North Carolina
$21.3K
DWM
139
Darwin Wealth Management
Florida
$18.9K
OC
140
Oakworth Capital
Alabama
$17.8K
BWL
141
Bogart Wealth LLC
Virginia
$17.4K
TSMHT
142
Thurston Springer Miller Herd & Titak
Indiana
$16.6K
GWM
143
Geneos Wealth Management
Colorado
$15.6K
CT
144
Caldwell Trust
Florida
$15.1K
OSAM
145
O'Shaughnessy Asset Management
Connecticut
$14.3K
HI
146
Harbour Investments
Wisconsin
$14.1K
GSWM
147
Golden State Wealth Management
California
$14.1K
CA
148
Clearstead Advisors
Ohio
$13.6K
AAP
149
Arax Advisory Partners
Colorado
$12.4K
HWM
150
HighMark Wealth Management
Minnesota
$9.91K