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iShares US Regional Banks ETF
IAT

Overview Fund Activity

156 hedge funds and large institutions have $251M invested in iShares US Regional Banks ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 38 increasing their positions, 58 reducing their positions, and 18 closing their positions.

Holders
156
Holders Change
+2
Holders Change %
+1.3%
% of All Funds
2.49%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
23
Increased
38
Reduced
58
Closed
18
Calls
$6.16M
Puts
$4.1M
Net Calls
+$2.07M
Net Calls Change
-$15.5M

Top Buyers

1
LIA
1
Luken Investment Analytics
Tennessee
$4.51M
2
CAG
2
Crestwood Advisors Group
Massachusetts
$2.98M
3
AWC
3
Abundance Wealth Counselors
Pennsylvania
$2.9M
4
Ameriprise
4
Ameriprise
Minnesota
$5.3M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$1.85M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$21.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.29M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$1.48M
4
LPL Financial
4
LPL Financial
California
$7.38M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$600K
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
151
Fidelity Investments
Massachusetts
$1.55K -$4.03K -120 -72%
LCM
152
Logan Capital Management
Pennsylvania
$1.21K – – –
HBW
153
Hazlett, Burt & Watson
West Virginia
$1K – – –
CSPIA
154
Cary Street Partners Investment Advisory
Virginia
$638 – – –
PWMG
155
Prestige Wealth Management Group
New Jersey
$546 – – –
FMII
156
Farmers & Merchants Investments Inc
Nebraska
$302 – – –
WC
157
Wexford Capital
Florida
– -$1.01M -29,812 Closed
CAM
158
Cresset Asset Management
Illinois
– -$532K -15,707 Closed
Mariner
159
Mariner
Kansas
– -$489K -14,455 Closed
CP
160
Camelot Portfolios
Ohio
– -$453K -13,370 Closed
GS
161
GTS Securities
New York
– -$358K -10,584 Closed
SCA
162
Snowden Capital Advisors
New York
– -$326K -9,638 Closed
Renaissance Technologies
163
Renaissance Technologies
New York
– -$294K -8,700 Closed
FTUS
164
Flow Traders U.S.
New York
– -$260K -7,693 Closed
SCA
165
St. Clair Advisors
Ohio
– -$257K -7,600 Closed
BCM
166
Basso Capital Management
Connecticut
– -$210K -6,200 Closed
ASN
167
Advisory Services Network
Georgia
– -$208K -6,150 Closed
WWM
168
Western Wealth Management
Colorado
– -$200K -5,921 Closed
HR
169
Howe & Rusling
New York
– -$124K -3,665 Closed
QCG
170
Quadrant Capital Group
Ohio
– -$59K -1,743 Closed
WP
171
WealthPLAN Partners
Nebraska
– -$20.3K -600 Closed
HS
172
Horan Securities
United States
– -$2.07K -61 Closed
CFGS
173
Concourse Financial Group Securities
Alabama
– -$913 -27 Closed
MPWT
174
MassMutual Private Wealth & Trust
Connecticut
– -$542 -16 Closed
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