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iShares US Regional Banks ETF

171 hedge funds and large institutions have $256M invested in iShares US Regional Banks ETF in 2025 Q4 according to their latest regulatory filings, with 25 funds opening new positions, 48 increasing their positions, 54 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

11% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 54

20% less call options, than puts

Call options by funds: $2.12M | Put options by funds: $2.64M

Holders
171
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
$2.12M
Puts
$2.64M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
151
Sound Income Strategies
Florida
$16.6K
FDCDDQ
152
Federation des caisses Desjardins du Quebec
Quebec, Canada
$16.5K
GSWM
153
Golden State Wealth Management
California
$16.3K
OSAM
154
O'Shaughnessy Asset Management
Connecticut
$15.5K
CA
155
Clearstead Advisors
Ohio
$15.2K
AAP
156
Arax Advisory Partners
Colorado
$13.8K
HWM
157
HighMark Wealth Management
Minnesota
$11K
BTI
158
Blue Trust Inc
Georgia
$9.27K
NEWAS
159
N.E.W. Advisory Services
Wisconsin
$8.66K
ADL
160
Asset Dedication LLC
California
$8.36K
DPW
161
DiNuzzo Private Wealth
Pennsylvania
$8.15K
HI
162
Harbour Investments
Wisconsin
$4.69K
HWA
163
HHM Wealth Advisors
Tennessee
$4.69K
KFI
164
Key Financial Inc
Pennsylvania
$4.3K
AWM
165
Angeles Wealth Management
California
$3.25K
Qube Research & Technologies (QRT)
166
Qube Research & Technologies (QRT)
United Kingdom
$2.76K
CRI
167
Commonwealth Retirement Investments
Virginia
$2.48K
AssetMark Inc
168
AssetMark Inc
California
$1.76K
MA
169
Montag & Associates
Georgia
$828
S
170
SignatureFD
Georgia
$607
PWMG
171
Prestige Wealth Management Group
New Jersey
$331
Two Sigma Investments
172
Two Sigma Investments
New York
JG
173
Jain Global
New York
Jane Street
174
Jane Street
New York
BPCE
175
Bank Pictet & Cie (Europe)
Germany