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iShares US Regional Banks ETF
IAT

Overview Fund Activity

154 hedge funds and large institutions have $393M invested in iShares US Regional Banks ETF in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 60 increasing their positions, 32 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
154
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
2.43%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
35
Increased
60
Reduced
32
Closed
33
Calls
$22.1M
Puts
$4.57M
Net Calls
+$17.5M
Net Calls Change
+$22.2M

Top Buyers

1
RCYC
Richard C. Young & Co
Rhode Island
$24M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$16.5M
3
RJFSA
Raymond James Financial Services Advisors
Florida
$7.98M
4
Wells Fargo
Wells Fargo
California
$12.2M
5
AI
Arrien Investments
Idaho
$4.4M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$152M
2
Goldman Sachs
Goldman Sachs
New York
$2.95M
3
UBS Group
UBS Group
Switzerland
$4.3M
4
RJA
Raymond James & Associates
Florida
$1.9M
5
MOS
MGO One Seven
Ohio
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PWMG
151
Prestige Wealth Management Group
New Jersey
$542 – – –
MPWT
152
MassMutual Private Wealth & Trust
Connecticut
$542 +$542 +16 New
FMII
153
Farmers & Merchants Investments Inc
Nebraska
$305 -$1.15K -34 -79%
KTC
154
Kistler-Tiffany Companies
Pennsylvania
$136 +$136 +4 New
MOS
155
MGO One Seven
Ohio
– -$3.96M -110,691 Closed
AWM
156
Adams Wealth Management
Utah
– -$3.46M -96,741 Closed
CCA
157
Cottonwood Capital Advisors
Utah
– -$2.01M -56,199 Closed
HF
158
HRT Financial
New York
– -$1.96M -54,881 Closed
Millennium Management
159
Millennium Management
New York
– -$1.3M -36,282 Closed
GCP
160
GSA Capital Partners
United Kingdom
– -$894K -24,984 Closed
Marshall Wace
161
Marshall Wace
United Kingdom
– -$834K -23,300 Closed
JWCA
162
J.W. Cole Advisors
Florida
– -$784K -21,896 Closed
JIC
163
Joel Isaacson & Co
New York
– -$758K -21,182 Closed
Belvedere Trading
164
Belvedere Trading
Illinois
– -$414K -11,563 Closed
HCA
165
Harbour Capital Advisors
Virginia
– -$374K -10,460 Closed
TPSF
166
Texas Permanent School Fund
Texas
– -$331K -9,245 Closed
Barclays
167
Barclays
United Kingdom
– -$286K -8,000 Closed
VCM
168
Viewpoint Capital Management
Washington
– -$286K -7,992 Closed
FCA
169
FLC Capital Advisors
California
– -$258K -7,197 Closed
BPA
170
Beacon Pointe Advisors
California
– -$257K -7,178 Closed
PWW
171
Pettyjohn Wood & White
Virginia
– -$214K -5,990 Closed
GFWA
172
Grey Fox Wealth Advisors
Delaware
– -$112K -3,123 Closed
WPWM
173
Western Pacific Wealth Management
Illinois
– -$107K -3,000 Closed
AIM
174
Arcadia Investment Management
Michigan
– -$77.3K -2,160 Closed
AAS
175
Ameritas Advisory Services
Nebraska
– -$70K -2,001 Closed
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