IAT icon

iShares US Regional Banks ETF
IAT

Overview Fund Activity

147 hedge funds and large institutions have $194M invested in iShares US Regional Banks ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 56 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
147
Holders Change
-10
Holders Change %
-6.37%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
44
Reduced
56
Closed
19
Calls
$7.94M
Puts
$4.06M
Net Calls
+$3.88M
Net Calls Change
+$2.39M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$1.21M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$11.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$3.43M
4
TRCT
4
Tower Research Capital (TRC)
New York
$1.13M
5
GCP
5
GSA Capital Partners
United Kingdom
$970K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.4M
2
AWC
2
Abundance Wealth Counselors
Pennsylvania
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.78M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$13.7M
5
Truist Financial
5
Truist Financial
North Carolina
$3.35M
Name Holding Trade Value Shares
Change 		Shares
Change %
BNP Paribas Financial Markets
151
BNP Paribas Financial Markets
France
– -$2.13M -49,000 Closed
D.E. Shaw & Co
152
D.E. Shaw & Co
New York
– -$1.66M -38,296 Closed
Baird Financial Group
153
Baird Financial Group
Wisconsin
– -$1.08M -24,971 Closed
WMP
154
Wealth Management Partners
Arizona
– -$559K -12,875 Closed
CA
155
CoreCap Advisors
Michigan
– -$468K -10,783 Closed
WS
156
Wedbush Securities
California
– -$313K -7,214 Closed
HH
157
Hilltop Holdings
Texas
– -$278K -6,400 Closed
Mariner
158
Mariner
Kansas
– -$224K -5,172 Closed
CCFCSB
159
Cape Cod Five Cents Savings Bank
Massachusetts
– -$222K -5,125 Closed
PWW
160
Pettyjohn Wood & White
Virginia
– -$212K -4,885 Closed
WIC
161
Woodmont Investment Counsel
Tennessee
– -$152K -3,500 Closed
FPB
162
First PREMIER Bank
South Dakota
– -$41K -940 Closed
SS
163
Sunbelt Securities
Texas
– -$15.2K -350 Closed
BAM
164
Bellevue Asset Management
Washington
– -$4.49K -103 Closed
HBW
165
Hazlett, Burt & Watson
West Virginia
– -$1K -25 Closed
FMII
166
Farmers & Merchants Investments Inc
Nebraska
– -$390 -9 Closed
3 4 5 6
7