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iShares US Regional Banks ETF

163 hedge funds and large institutions have $259M invested in iShares US Regional Banks ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 57 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less capital invested

Capital invested by funds: $ → $

17% less call options, than puts

Call options by funds: $2.28M | Put options by funds: $2.75M

56% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 32

Holders
163
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.28M
Puts
$2.75M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
NEWAS
151
N.E.W. Advisory Services
Wisconsin
$7.78K
ADL
152
Asset Dedication LLC
California
$7.44K
DPW
153
DiNuzzo Private Wealth
Pennsylvania
$7.33K
WCM
154
Winthrop Capital Management
Indiana
$5K
HWA
155
HHM Wealth Advisors
Tennessee
$4.21K
KFI
156
Key Financial Inc
Pennsylvania
$3.87K
AWM
157
Angeles Wealth Management
California
$2.92K
AssetMark Inc
158
AssetMark Inc
California
$1.59K
PWMG
159
Prestige Wealth Management Group
New Jersey
$793
MA
160
Montag & Associates
Georgia
$744
S
161
SignatureFD
Georgia
$545
LCM
162
Logan Capital Management
Pennsylvania
$32
MML Investors Services
163
MML Investors Services
Massachusetts
PFS
164
Prospera Financial Services
Texas
MWM
165
MinichMacGregor Wealth Management
New York
QC
166
Quadrature Capital
United Kingdom
TF
167
Tudor Financial
Ohio
BFWA
168
Benchmark Financial Wealth Advisors
Florida
AI
169
Atria Investments
North Carolina
Millennium Management
170
Millennium Management
New York
AR
171
Apeiron RIA
Texas
SA
172
Sanctuary Advisors
Indiana
GCA
173
Gallagher Capital Advisors
Texas
SC
174
SummitTX Capital
Texas
HF
175
HRT Financial
New York