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iShares US Regional Banks ETF
IAT

Overview Fund Activity

137 hedge funds and large institutions have $352M invested in iShares US Regional Banks ETF in 2018 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 46 increasing their positions, 36 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
-6
Holders Change %
-4.2%
% of All Funds
3.14%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
12
Increased
46
Reduced
36
Closed
18
Calls
$1.22M
Puts
$1.61M
Net Calls
-$397K
Net Calls Change
-$175K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$59.9M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$15.8M
3
Ameriprise
3
Ameriprise
Minnesota
$10.1M
4
Wells Fargo
4
Wells Fargo
California
$29.1M
5
Bank of America
5
Bank of America
North Carolina
$45.8M

Top Sellers

1
FIM
1
Foresters Investment Management
New York
$0
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$3.26M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.8M
4
Goldman Sachs
4
Goldman Sachs
New York
$0
5
KFA
5
Kabarec Financial Advisors
Illinois
$6.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
MGIA
151
Moneta Group Investment Advisors
Missouri
– -$21K -425 Closed
IWM
152
IHT Wealth Management
Illinois
– -$10K -207 Closed
ACM
153
Aviance Capital Management
Florida
– -$5K -105 Closed
WCM
154
Whitener Capital Management
North Carolina
– -$5K -100 Closed
3 4 5 6
7