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iShares US Regional Banks ETF

160 hedge funds and large institutions have $257M 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, 56 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

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

55% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 31

Holders
160
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
SWM
126
Spire Wealth Management
Virginia
$35.9K
PTC
127
Private Trust Company
Ohio
$34.7K
BCWM
128
Bartlett & Co Wealth Management
Ohio
$32.9K
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$30.9K
AC
130
AlphaCore Capital
California
$29.3K
FDCDDQ
131
Federation des caisses Desjardins du Quebec
Quebec, Canada
$28.7K
FFA
132
Founders Financial Alliance
North Carolina
$26.5K
HT
133
Headlands Technologies
Illinois
$24.8K
CFP
134
Comprehensive Financial Planning
Pennsylvania
$23.5K
CIAS
135
Capital Investment Advisory Services
North Carolina
$21.3K
DWM
136
Darwin Wealth Management
Florida
$18.9K
OC
137
Oakworth Capital
Alabama
$17.8K
BWL
138
Bogart Wealth LLC
Virginia
$17.4K
TSMHT
139
Thurston Springer Miller Herd & Titak
Indiana
$16.6K
GWM
140
Geneos Wealth Management
Colorado
$15.6K
CT
141
Caldwell Trust
Florida
$15.1K
OSAM
142
O'Shaughnessy Asset Management
Connecticut
$14.3K
HI
143
Harbour Investments
Wisconsin
$14.1K
GSWM
144
Golden State Wealth Management
California
$14.1K
CA
145
Clearstead Advisors
Ohio
$13.6K
AAP
146
Arax Advisory Partners
Colorado
$12.4K
HWM
147
HighMark Wealth Management
Minnesota
$9.91K
NEWAS
148
N.E.W. Advisory Services
Wisconsin
$7.78K
ADL
149
Asset Dedication LLC
California
$7.44K
DPW
150
DiNuzzo Private Wealth
Pennsylvania
$7.33K