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iShares US Regional Banks ETF
IAT

Overview Fund Activity

166 hedge funds and large institutions have $932M invested in iShares US Regional Banks ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 62 increasing their positions, 40 reducing their positions, and 18 closing their positions.

Holders
166
Holders Change
+7
Holders Change %
+4.4%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
62
Reduced
40
Closed
18
Calls
$1.59M
Puts
$312K
Net Calls
+$1.27M
Net Calls Change
+$963K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$72.5M
2
UBS Group
2
UBS Group
Switzerland
$15.8M
3
LPL Financial
3
LPL Financial
California
$9.91M
4
US Bancorp
4
US Bancorp
Minnesota
$13.1M
5
Truist Financial
5
Truist Financial
North Carolina
$3.09M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$560M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$1.55M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.19M
4
TRCT
4
Tower Research Capital (TRC)
New York
$6K
5
Goldman Sachs
5
Goldman Sachs
New York
$3.26M
Name Market Value Shares Shares
Change 		Shares
Change %
BWA
151
BDO Wealth Advisors
Florida
$6K 95 – –
AIP
152
Ahrens Investment Partners
Louisiana
$6K 95 – –
CSB
153
City State Bank
Iowa
$6K 100 +100 New
HWA
154
HHM Wealth Advisors
Tennessee
$5K 85 – –
KFI
155
Key Financial Inc
Pennsylvania
$5K 78 – –
MHR
156
Matthew Hamilton Rosenberg
$5K 78 +78 New
CFGS
157
Concourse Financial Group Securities
Alabama
$4K 64 -14,595 -100%
BHWM
158
Beaird Harris Wealth Management
Texas
$4K 69 – –
CAAS
159
Capital Asset Advisory Services
Michigan
$4K 70 – –
T
160
TCWP
Ohio
$4K 77 +77 New
Qube Research & Technologies (QRT)
161
Qube Research & Technologies (QRT)
United Kingdom
$3K 48 -1,229 -96%
FMII
162
Farmers & Merchants Investments Inc
Nebraska
$3K 43 – –
Simplex Trading
163
Simplex Trading
Illinois
$3K 64 +64 New
APC
164
Aspire Private Capital
North Carolina
$2K 31 -2 -6%
WTC
165
WhitTier Trust Company
Nevada
$1K 20 +20 New
HBW
166
Hazlett, Burt & Watson
West Virginia
$1K 25 +25 New
BRWA
167
B. Riley Wealth Advisors
Florida
– – -26,165 Closed
Citadel Advisors
168
Citadel Advisors
Florida
– – -18,458 Closed
SFS
169
Sowell Financial Services
Arkansas
– – -11,254 Closed
FTUS
170
Flow Traders U.S.
New York
– – -8,850 Closed
PFC
171
Phocas Financial Corp
California
– – -6,295 Closed
CAM
172
Concorde Asset Management
Michigan
– – -4,408 Closed
OMC
173
Old Mission Capital
Illinois
– – -4,401 Closed
RWA
174
Redmont Wealth Advisors
Illinois
– – -3,816 Closed
BNP Paribas Financial Markets
175
BNP Paribas Financial Markets
France
– – -3,788 Closed
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