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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 %
AWM
176
Angeles Wealth Management
California
$5.04K 100 – –
CMP
177
Coston McIsaac & Partners
Maine
$5K 100 +100 New
BF
178
BOK Financial
Oklahoma
$4.98K 101 – –
AEPWM
179
Atlantic Edge Private Wealth Management
Florida
$4.79K 95 – –
OSAM
180
O'Shaughnessy Asset Management
Connecticut
$4.68K 93 -1 -1%
HPC
181
HM Payson & Co
Maine
$4.38K 87 – –
HWA
182
HHM Wealth Advisors
Tennessee
$4.28K 85 – –
SWM
183
Spire Wealth Management
Virginia
$4.19K 83 – –
KFI
184
Key Financial Inc
Pennsylvania
$3.93K 78 – –
RFA
185
Reyes Financial Architecture
California
$3.58K 71 +71 New
AF
186
Atala Financial
California
$2.52K 50 +50 New
LCM
187
Logan Capital Management
Pennsylvania
$1.84K 37 +1 +3%
PWMG
188
Prestige Wealth Management Group
New Jersey
$806 16 – –
S
189
SignatureFD
Georgia
$554 11 – –
NS
190
NBC Securities
Alabama
$88 1 -1,746 -100%
IAIM
191
International Assets Investment Management
Florida
– – -64,693 Closed
TRCT
192
Tower Research Capital (TRC)
New York
– – -44,716 Closed
GS
193
GTS Securities
New York
– – -34,247 Closed
TSS
194
Two Sigma Securities
New York
– – -10,256 Closed
MCC
195
Money Concepts Capital
Florida
– – -6,900 Closed
HF
196
HRT Financial
New York
– – -6,412 Closed
PS
197
Planned Solutions
California
– – -711 Closed
SSB
198
Sandy Spring Bank
Maryland
– – -708 Closed
HGERS
199
Householder Group Estate & Retirement Specialist
Arizona
– – -592 Closed
AF
200
Arrow Financial
New York
– – -367 Closed
5 6 7
8
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