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iShares US Regional Banks ETF

171 hedge funds and large institutions have $256M invested in iShares US Regional Banks ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 54 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

11% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 54

20% less call options, than puts

Call options by funds: $2.12M | Put options by funds: $2.64M

Holders
171
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
$2.12M
Puts
$2.64M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AF
126
Allworth Financial
California
$56.5K
IAIM
127
International Assets Investment Management
Florida
$56.2K
KG
128
Kilter Group
New York
$46.1K
SWM
129
SHP Wealth Management
Massachusetts
$42.9K
KAS
130
Kestra Advisory Services
Texas
$41.1K
NA
131
NewEdge Advisors
Louisiana
$40.7K
SWM
132
Spire Wealth Management
Virginia
$40K
PTC
133
Private Trust Company
Ohio
$38.6K
RFA
134
Register Financial Advisors
Georgia
$38.6K
CIBC Private Wealth Group
135
CIBC Private Wealth Group
Georgia
$38.4K
BCWM
136
Bartlett & Co Wealth Management
Ohio
$36.6K
Citigroup
137
Citigroup
New York
$35.5K
BlackRock
138
BlackRock
New York
$33.1K
FFA
139
Founders Financial Alliance
North Carolina
$29.9K
Bank of Montreal
140
Bank of Montreal
Ontario, Canada
$29.3K
CFP
141
Comprehensive Financial Planning
Pennsylvania
$26.6K
SHF
142
Safe Harbor Fiduciary
Florida
$25.2K
QC
143
Quent Capital
New York
$24.5K
AWM
144
AE Wealth Management
Kansas
$23.8K
CIAS
145
Capital Investment Advisory Services
North Carolina
$23.7K
DWM
146
Darwin Wealth Management
Florida
$21.4K
OC
147
Oakworth Capital
Alabama
$19.9K
BWL
148
Bogart Wealth LLC
Virginia
$19.4K
GWM
149
Geneos Wealth Management
Colorado
$17.3K
CT
150
Caldwell Trust
Florida
$16.8K