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iShares US Regional Banks ETF
IAT

Overview Fund Activity

139 hedge funds and large institutions have $501M invested in iShares US Regional Banks ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 23 increasing their positions, 58 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
139
Holders Change
-27
Holders Change %
-16.27%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
23
Reduced
58
Closed
46
Calls
$1.01M
Puts
–
Net Calls
+$1.01M
Net Calls Change
-$263K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$8.16M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$2.46M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$3.44M
4
NFC
4
Northeast Financial Consultants
Connecticut
$1.24M
5
TRCT
5
Tower Research Capital (TRC)
New York
$1.22M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$341M
2
Morgan Stanley
2
Morgan Stanley
New York
$28.6M
3
SFI
3
SPC Financial Inc
Maryland
$329K
4
Wells Fargo
4
Wells Fargo
California
$14.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.16M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCA
151
Genesee Capital Advisors
New York
– -$720K -12,220 Closed
AR
152
Apeiron RIA
Texas
– -$582K -10,369 Closed
PCM
153
Parsons Capital Management
Rhode Island
– -$591K -10,035 Closed
DC
154
Davenport & Co
Virginia
– -$579K -9,828 Closed
WCM
155
WealthBridge Capital Management
Ohio
– -$496K -8,414 Closed
CPC
156
Cookson Peirce & Co
Pennsylvania
– -$436K -7,397 Closed
Baird Financial Group
157
Baird Financial Group
Wisconsin
– -$365K -6,198 Closed
EAM
158
Evanson Asset Management
California
– -$359K -6,100 Closed
Renaissance Technologies
159
Renaissance Technologies
New York
– -$359K -6,100 Closed
BPA
160
Beacon Pointe Advisors
California
– -$326K -5,526 Closed
SC
161
Scotia Capital
Ontario, Canada
– -$324K -5,498 Closed
KPWS
162
Kestra Private Wealth Services
Texas
– -$310K -5,258 Closed
HA
163
HFG Advisors
Ohio
– -$292K -4,952 Closed
KA
164
Kovack Advisors
Florida
– -$289K -4,911 Closed
RJT
165
Raymond James Trust
Florida
– -$277K -4,705 Closed
Northern Trust
166
Northern Trust
Illinois
– -$241K -4,088 Closed
MIM
167
Marco Investment Management
Georgia
– -$234K -3,979 Closed
LWP
168
Legacy Wealth Planning
Nevada
– -$223K -3,790 Closed
VCWA
169
Vanguard Capital Wealth Advisors
Colorado
– -$220K -3,741 Closed
FAM
170
Formidable Asset Management
Ohio
– -$205K -3,475 Closed
SF
171
Synovus Financial
Georgia
– -$203K -3,457 Closed
EIP
172
Ellis Investment Partners
Pennsylvania
– -$186K -3,165 Closed
PFS
173
Prospera Financial Services
Texas
– -$79K -1,334 Closed
PCG
174
Private Capital Group
Connecticut
– -$35K -600 Closed
Koshinski Asset Management
175
Koshinski Asset Management
Illinois
– -$26.4K -448 Closed
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