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iShares US Regional Banks ETF
IAT

Overview Fund Activity

181 hedge funds and large institutions have $322M invested in iShares US Regional Banks ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+25
Holders Change %
+16.03%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
50
Increased
56
Reduced
48
Closed
23
Calls
$3.71M
Puts
$3.71M
Net Calls
–
Net Calls Change
-$2.07M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$54.4M
2
HCA
Heck Capital Advisors
Wisconsin
$9.43M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$16.6M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$9.69M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$6.24M

Top Sellers

1
RCYC
Richard C. Young & Co
Rhode Island
$0
2
BB
Bell Bank
North Dakota
$0
3
LIA
Luken Investment Analytics
Tennessee
$73.2K
4
AI
Arrien Investments
Idaho
$2.82M
5
CI
CX Institutional
Indiana
$3.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
176
Fidelity Investments
Massachusetts
$1.97K +$42 +1 +2%
LCM
177
Logan Capital Management
Pennsylvania
$1.51K – – –
AF
178
Allworth Financial
California
$1.13K +$1.13K +27 New
HBW
179
Hazlett, Burt & Watson
West Virginia
$1K – – –
PWMG
180
Prestige Wealth Management Group
New Jersey
$670 – – –
FMII
181
Farmers & Merchants Investments Inc
Nebraska
$377 – – –
RCYC
182
Richard C. Young & Co
Rhode Island
– -$23.8M -707,507 Closed
BB
183
Bell Bank
North Dakota
– -$9.22M -274,316 Closed
Toronto Dominion Bank
184
Toronto Dominion Bank
Ontario, Canada
– -$1.85M -55,000 Closed
AFS
185
Aft Forsyth & Sober
Florida
– -$1.34M -40,000 Closed
HF
186
HRT Financial
New York
– -$1.07M -31,891 Closed
CWM
187
C2C Wealth Management
Arizona
– -$602K -18,484 Closed
SFS
188
Sowell Financial Services
Arkansas
– -$478K -14,026 Closed
CCM
189
Coerente Capital Management
Ontario, Canada
– -$344K -10,250 Closed
TCM
190
Triumph Capital Management
Colorado
– -$344K -10,081 Closed
AAS
191
Avantax Advisory Services
Texas
– -$325K -9,680 Closed
GFG
192
Goldstone Financial Group
Illinois
– -$228K -6,793 Closed
Wolverine Trading
193
Wolverine Trading
Illinois
– -$213K -6,330 Closed
TFGT
194
TS Financial Group (TSFG)
Illinois
– -$58K -1,715 Closed
Franklin Resources
195
Franklin Resources
California
– -$47K -1,400 Closed
S
196
SignatureFD
Georgia
– -$26.4K -787 Closed
Qube Research & Technologies (QRT)
197
Qube Research & Technologies (QRT)
United Kingdom
– -$18.5K -552 Closed
TCPG
198
Trivant Custom Portfolio Group
California
– -$8.4K -250 Closed
JFA
199
JNBA Financial Advisors
Minnesota
– -$5.09K -151 Closed
JPWM
200
Jamison Private Wealth Management
Georgia
– -$3.95K -117 Closed
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