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iShares US Regional Banks ETF

161 hedge funds and large institutions have $262M invested in iShares US Regional Banks ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 48 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
161
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
$2.24M
Puts
$1.92M
Net Calls
Net Calls Change

Top Sellers

1 -$9.25M
2 -$4.08M
3 -$3.82M
4
US Bancorp
US Bancorp
Minnesota
-$3.1M
5
Ameriprise
Ameriprise
Minnesota
-$3.07M
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
126
Spire Wealth Management
Virginia
$38.1K
PTC
127
Private Trust Company
Ohio
$36.8K
BCWM
128
Bartlett & Co Wealth Management
Ohio
$34.8K
AC
129
AlphaCore Capital
California
$31K
FDCDDQ
130
Federation des caisses Desjardins du Quebec
Quebec, Canada
$30.5K
FFA
131
Founders Financial Alliance
North Carolina
$28.3K
CFP
132
Comprehensive Financial Planning
Pennsylvania
$25.1K
Citigroup
133
Citigroup
New York
$23.9K
QC
134
Quent Capital
New York
$23.4K
CIAS
135
Capital Investment Advisory Services
North Carolina
$22.6K
DWM
136
Darwin Wealth Management
Florida
$20.2K
OC
137
Oakworth Capital
Alabama
$18.9K
BWL
138
Bogart Wealth LLC
Virginia
$18.4K
AAS
139
Ameritas Advisory Services
Nebraska
$17.8K
GWM
140
Geneos Wealth Management
Colorado
$16.5K
CT
141
Caldwell Trust
Florida
$16K
OSAM
142
O'Shaughnessy Asset Management
Connecticut
$15.1K
GSWM
143
Golden State Wealth Management
California
$15.1K
HI
144
Harbour Investments
Wisconsin
$15K
CA
145
Clearstead Advisors
Ohio
$14.4K
BNP Paribas Financial Markets
146
BNP Paribas Financial Markets
France
$11K
HWM
147
HighMark Wealth Management
Minnesota
$10.5K
NEWAS
148
N.E.W. Advisory Services
Wisconsin
$8.25K
DPW
149
DiNuzzo Private Wealth
Pennsylvania
$8K
ADL
150
Asset Dedication LLC
California
$7.92K