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iShares US Regional Banks ETF
IAT

Overview Fund Activity

153 hedge funds and large institutions have $407M invested in iShares US Regional Banks ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 54 increasing their positions, 26 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
153
Holders Change
+15
Holders Change %
+10.87%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
46
Increased
54
Reduced
26
Closed
30
Calls
$5.83M
Puts
$10.5M
Net Calls
-$4.64M
Net Calls Change
-$4.81M

Top Buyers

1
BIA
Barry Investment Advisors
Massachusetts
$9.81M
2
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
$9.18M
3
Morgan Stanley
Morgan Stanley
New York
$16M
4
BB
Bell Bank
North Dakota
$7.98M
5
Goldman Sachs
Goldman Sachs
New York
$10M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$219M
2
TRCT
Tower Research Capital (TRC)
New York
$320K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$648K
4
SFWA
Summit Financial Wealth Advisors
Louisiana
$0
5
WP
WealthShield Partners
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
151
TCI Wealth Advisors
Arizona
$1.08K +$1.08K +30 New
HBW
152
Hazlett, Burt & Watson
West Virginia
$1K – – –
PFBT
153
Parkside Financial Bank & Trust
Missouri
$681 – – –
PWMG
154
Prestige Wealth Management Group
New Jersey
$573 +$573 +16 New
SFWA
155
Summit Financial Wealth Advisors
Louisiana
– -$838K -17,588 Closed
WP
156
WealthShield Partners
North Carolina
– -$712K -14,940 Closed
Renaissance Technologies
157
Renaissance Technologies
New York
– -$534K -11,200 Closed
RBFC
158
Roman Butler Fullerton & Co
Missouri
– -$387K -7,742 Closed
AR
159
Apeiron RIA
Texas
– -$358K -7,520 Closed
NFC
160
Northeast Financial Consultants
Connecticut
– -$343K -7,200 Closed
MML Investors Services
161
MML Investors Services
Massachusetts
– -$262K -5,502 Closed
BA
162
Ballew Advisors
Mississippi
– -$277K -5,499 Closed
CPIG
163
Chicago Partners Investment Group
Illinois
– -$290K -5,423 Closed
PFGIA
164
Patriot Financial Group Insurance Agency
Massachusetts
– -$235K -4,938 Closed
FWCM
165
Ferguson Wellman Capital Management
Oregon
– -$235K -4,925 Closed
SPC
166
Sigma Planning Corp
Michigan
– -$226K -4,740 Closed
TFS
167
Thoroughbred Financial Services
Tennessee
– -$220K -4,630 Closed
WIC
168
Woodmont Investment Counsel
Tennessee
– -$219K -4,600 Closed
WE
169
Wealth Effects
Massachusetts
– -$201K -4,224 Closed
CF
170
Centaurus Financial
California
– -$104K -2,186 Closed
Citigroup
171
Citigroup
New York
– -$81.3K -1,707 Closed
Bessemer Group
172
Bessemer Group
New Jersey
– -$38K -806 Closed
CG
173
Cutler Group
California
– -$33K -700 Closed
BC
174
Bartlett & Co
Ohio
– -$18K -380 Closed
BCWM
175
Bartlett & Co Wealth Management
Ohio
– -$18.1K -380 Closed
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