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iShares US Regional Banks ETF
IAT

Overview Fund Activity

157 hedge funds and large institutions have $240M invested in iShares US Regional Banks ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 55 increasing their positions, 65 reducing their positions, and 29 closing their positions.

Holders
157
Holders Change
-24
Holders Change %
-13.26%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
55
Reduced
65
Closed
29
Calls
$5.93M
Puts
$4.45M
Net Calls
+$1.49M
Net Calls Change
+$1.49M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$7.38M
2
Citadel Advisors
2
Citadel Advisors
Florida
$5.45M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$12.4M
4
CWM
4
Chicago Wealth Management
Illinois
$2.14M
5
AWS
5
Atria Wealth Solutions
New York
$2.94M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.9M
2
BIA
2
Barry Investment Advisors
Massachusetts
$0
3
Bank of America
3
Bank of America
North Carolina
$15.7M
4
HCA
4
Heck Capital Advisors
Wisconsin
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFI
151
Key Financial Inc
Pennsylvania
$3.38K – – –
OSAM
152
O'Shaughnessy Asset Management
Connecticut
$2.3K +$217 +5 +10%
LCM
153
Logan Capital Management
Pennsylvania
$1.56K – – –
AF
154
Allworth Financial
California
$1.17K – – –
HBW
155
Hazlett, Burt & Watson
West Virginia
$1K – – –
PWMG
156
Prestige Wealth Management Group
New Jersey
$695 – – –
FMII
157
Farmers & Merchants Investments Inc
Nebraska
$390 – – –
BIA
158
Barry Investment Advisors
Massachusetts
– -$12.1M -290,276 Closed
HCA
159
Heck Capital Advisors
Wisconsin
– -$9.43M -225,452 Closed
AI
160
Arrien Investments
Idaho
– -$2.82M -67,501 Closed
Focus Partners Wealth
161
Focus Partners Wealth
Massachusetts
– -$896K -21,423 Closed
AWS
162
Aspen Wealth Strategies
Colorado
– -$548K -13,088 Closed
AWM
163
Apollon Wealth Management
South Carolina
– -$418K -10,002 Closed
Millennium Management
164
Millennium Management
New York
– -$369K -8,824 Closed
OC
165
Oppenheimer & Co
New York
– -$355K -8,496 Closed
KCIC
166
Kuhn & Co Investment Counsel
Illinois
– -$317K -7,586 Closed
SFFS
167
Stonehage Fleming Financial Services
Jersey
– -$289K -6,917 Closed
CAPTRUST Financial Advisors
168
CAPTRUST Financial Advisors
North Carolina
– -$252K -6,017 Closed
Simplex Trading
169
Simplex Trading
Illinois
– -$236K -5,664 Closed
BPA
170
Beacon Pointe Advisors
California
– -$223K -5,335 Closed
PAG
171
Private Advisor Group
New Jersey
– -$216K -5,170 Closed
TPWA
172
TRUE Private Wealth Advisors
Oregon
– -$212K -5,066 Closed
SWC
173
Spectrum Wealth Counsel
Indiana
– -$182K -4,358 Closed
WCM
174
Winthrop Capital Management
Indiana
– -$179K -4,271 Closed
LFA
175
Legend Financial Advisors
Pennsylvania
– -$159K -3,790 Closed
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