IAT icon

iShares US Regional Banks ETF
IAT

Overview Fund Activity

190 hedge funds and large institutions have $330M invested in iShares US Regional Banks ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 46 increasing their positions, 49 reducing their positions, and 13 closing their positions.

Holders
190
Holders Change
+35
Holders Change %
+22.58%
% of All Funds
2.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
52
Increased
46
Reduced
49
Closed
13
Calls
$7.74M
Puts
$14.1M
Net Calls
-$6.4M
Net Calls Change
-$2.12M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.8M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$10.8M
3
PFS
3
Prospera Financial Services
Texas
$7.63M
4
MWM
4
MinichMacGregor Wealth Management
New York
$7.02M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$7.78M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$5.73M
2
Ameriprise
2
Ameriprise
Minnesota
$5.89M
3
TRCT
3
Tower Research Capital (TRC)
New York
$0
4
GS
4
GTS Securities
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$721K
Name Market Value Shares Shares
Change 		Shares
Change %
BCWM
151
Bartlett & Co Wealth Management
Ohio
$33.4K 663 – –
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$31.4K 623 – –
FDCDDQ
153
Federation des caisses Desjardins du Quebec
Quebec, Canada
$29.2K 580 – –
FFA
154
Founders Financial Alliance
North Carolina
$26.7K 530 +4 +0.8%
CFP
155
Comprehensive Financial Planning
Pennsylvania
$23.5K 467 +467 New
QC
156
Quent Capital
New York
$22.4K 445 – –
CM
157
Crestline Management
Texas
$20.1K 400 +400 New
DWM
158
Darwin Wealth Management
Florida
$19K 376 +6 +2%
OC
159
Oakworth Capital
Alabama
$18.1K 360 +360 New
BWL
160
Bogart Wealth LLC
Virginia
$17.7K 351 – –
IA
161
IFP Advisors
Florida
$16.2K 322 -633 -66%
GWM
162
Geneos Wealth Management
Colorado
$15.8K 314 – –
GSWM
163
Golden State Wealth Management
California
$14.1K 280 +280 New
CA
164
Clearstead Advisors
Ohio
$13.8K 275 – –
VWM
165
Venturi Wealth Management
Texas
$13.1K 260 +260 New
NRC
166
New Republic Capital
North Carolina
$12.8K 255 – –
AAP
167
Arax Advisory Partners
Colorado
$12.6K 250 – –
WCM
168
Winthrop Capital Management
Indiana
$12K 248 +248 New
AWM
169
Accredited Wealth Management
Kentucky
$11.1K 220 +220 New
HWM
170
HighMark Wealth Management
Minnesota
$10.1K 200 – –
T
171
Transce3nd
Texas
$10.1K 200 +200 New
AF
172
Allworth Financial
California
$8.73K 166 +139 +515%
ADL
173
Asset Dedication LLC
California
$7.51K 149 +1 +0.7%
DPW
174
DiNuzzo Private Wealth
Pennsylvania
$7.44K 148 – –
TSMHT
175
Thurston Springer Miller Herd & Titak
Indiana
$5.35K 106 – –
5 6
7
8 9