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iShares US Regional Banks ETF
IAT

Overview Fund Activity

181 hedge funds and large institutions have $322M invested in iShares US Regional Banks ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+25
Holders Change %
+16.03%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
50
Increased
56
Reduced
48
Closed
23
Calls
$3.71M
Puts
$3.71M
Net Calls
–
Net Calls Change
-$2.07M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$54.4M
2
HCA
Heck Capital Advisors
Wisconsin
$9.43M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$16.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$9.69M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$6.24M

Top Sellers

1
RCYC
Richard C. Young & Co
Rhode Island
$0
2
BB
Bell Bank
North Dakota
$0
3
LIA
Luken Investment Analytics
Tennessee
$73.2K
4
AI
Arrien Investments
Idaho
$2.82M
5
CI
CX Institutional
Indiana
$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
151
Geneos Wealth Management
Colorado
$22K +$22K +526 New
FFA
152
Founders Financial Alliance
North Carolina
$21.6K +$418 +10 +2%
AF
153
Advisornet Financial
Minnesota
$20.9K – – –
PCMC
154
Private Capital Management (Colorado)
Colorado
$20.9K – – –
QC
155
Quent Capital
New York
$18.6K – – –
RIM
156
Rockbridge Investment Management
New York
$16.5K +$16.5K +395 New
BWM
157
Baystate Wealth Management
Massachusetts
$15.4K +$15.4K +368 New
BWL
158
Bogart Wealth LLC
Virginia
$14.7K – – –
BFS
159
Burkett Financial Services
South Carolina
$14.1K +$14.1K +336 New
KFS
160
Kelly Financial Services
Massachusetts
$12.4K +$334 +8 +3%
AAP
161
Arax Advisory Partners
Colorado
$10.7K +$209 +5 +2%
CHA
162
Carmichael Hill & Associates
Maryland
$9.79K +$9.79K +234 New
BHWM
163
Beaird Harris Wealth Management
Texas
$8.31K +$250 +6 +3%
Citigroup
164
Citigroup
New York
$8.28K +$8.28K +198 New
SA
165
Scarborough Advisors
Maryland
$7.99K +$7.99K +191 New
VWM
166
Venturi Wealth Management
Texas
$7.28K -$432K -10,331 -98%
SWM
167
Spire Wealth Management
Virginia
$6.82K +$165 +4 +2%
ADL
168
Asset Dedication LLC
California
$6K +$82 +2 +1%
TVAMP
169
Tennessee Valley Asset Management Partners
Tennessee
$4.36K +$4.36K +104 New
BAM
170
Bellevue Asset Management
Washington
$4.3K +$84 +2 +2%
AWM
171
Angeles Wealth Management
California
$4.18K – – –
AWM
172
Avior Wealth Management
Nebraska
$4.05K -$5.23K -124 -56%
AEPWM
173
Atlantic Edge Private Wealth Management
Florida
$3.98K +$3.98K +95 New
KFI
174
Key Financial Inc
Pennsylvania
$3.26K – – –
OSAM
175
O'Shaughnessy Asset Management
Connecticut
$2.01K -$18.6K -445 -90%
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