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iShares US Regional Banks ETF
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Overview Fund Activity

58 hedge funds and large institutions have $135M invested in iShares US Regional Banks ETF in 2013 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 20 increasing their positions, 11 reducing their positions, and 2 closing their positions.

Holders
58
Holders Change
+12
Holders Change %
+26.09%
% of All Funds
1.88%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
15
Increased
20
Reduced
11
Closed
2
Calls
$118K
Puts
$536K
Net Calls
-$418K
Net Calls Change
-$477K

Top Buyers

1
U
1
UBS
Switzerland
$11.9M
2
AFG
2
Albion Financial Group
Utah
$2.25M
3
SG Americas Securities
3
SG Americas Securities
New York
$2.09M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$1.97M
5
Citigroup
5
Citigroup
New York
$3.36M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$41.7M
2
Bank of America
2
Bank of America
North Carolina
$5.52M
3
Goldman Sachs
3
Goldman Sachs
New York
$203K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
FAAS
5
First Allied Advisory Services
California
$534K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$41.7M 1,400,000 -831,000 -37%
U
2
UBS
Switzerland
$11.9M 400,188 +220,819 +123%
DCM
3
Donaldson Capital Management
Indiana
$9.78M 327,824 +12,450 +4%
HighTower Advisors
4
HighTower Advisors
Illinois
$7.94M 266,276 +28,851 +12%
MC
5
Martin & Co
Tennessee
$7.51M 251,935 +415 +0.2%
Wells Fargo
6
Wells Fargo
California
$6.71M 224,883 +3,762 +2%
Morgan Stanley
7
Morgan Stanley
New York
$5.53M 185,345 +34,541 +23%
Bank of America
8
Bank of America
North Carolina
$5.52M 185,222 -122,506 -40%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.56M 152,764 +45,359 +42%
OSNBOA
10
Old Second National Bank of Aurora
Illinois
$3.53M 118,238 -37 -0%
Citigroup
11
Citigroup
New York
$3.36M 112,674 +61,419 +120%
CS
12
Credit Suisse
Switzerland
$3.01M 101,074 +41,697 +70%
NSIM
13
North Star Investment Management
Illinois
$2.8M 94,005 +3,315 +4%
BCM
14
BTR Capital Management
California
$2.59M 86,860 +1,295 +2%
AFG
15
Albion Financial Group
Utah
$2.25M 75,319 +75,319 New
SG Americas Securities
16
SG Americas Securities
New York
$2.09M 70,079 +70,079 New
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.97M 66,162 +66,162 New
SI
18
Stephens Inc
Arkansas
$1.62M 54,181 +7,472 +16%
PFP
19
Pinnacle Financial Partners
Tennessee
$1.11M 37,322 -53 -0.1%
LPL Financial
20
LPL Financial
California
$1.1M 36,106 +5,690 +19%
ICAS
21
Investors Capital Advisory Services
Massachusetts
$862K 28,933 +10,789 +59%
RJA
22
Raymond James & Associates
Florida
$661K 22,150 +185 +0.8%
SNC
23
Stifel Nicolaus & Co
Missouri
$646K 21,649 +10,507 +94%
VF
24
Virtu Financial
New York
$600K 20,113 +20,113 New
FAAS
25
First Allied Advisory Services
California
$534K 17,969 -9,296 -34%
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