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iShares US Regional Banks ETF
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Overview Fund Activity

60 hedge funds and large institutions have $153M invested in iShares US Regional Banks ETF in 2013 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 13 increasing their positions, 20 reducing their positions, and 9 closing their positions.

Holders
60
Holders Change
+2
Holders Change %
+3.45%
% of All Funds
1.74%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
12
Increased
13
Reduced
20
Closed
9
Calls
–
Puts
$895K
Net Calls
-$895K
Net Calls Change
-$477K

Top Buyers

1
NCA
1
New Century Advisors
Maryland
$4.8M
2
SG Americas Securities
2
SG Americas Securities
New York
$6.92M
3
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$49.8M
4
BUB
4
BBVA USA Bancshares
Texas
$2.8M
5
AP
5
Advisors Preferred
Maryland
$2.1M

Top Sellers

1
U
1
UBS
Switzerland
$8.46M
2
Citigroup
2
Citigroup
New York
$454K
3
CS
3
Credit Suisse
Switzerland
$0
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$353K
5
Bank of America
5
Bank of America
North Carolina
$4.91M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$49.8M 1,505,000 +105,000 +8%
DCM
2
Donaldson Capital Management
Indiana
$12.5M 378,583 +50,759 +15%
U
3
UBS
Switzerland
$8.46M 255,863 -144,325 -36%
HighTower Advisors
4
HighTower Advisors
Illinois
$7.9M 239,047 -27,229 -10%
MC
5
Martin & Co
Tennessee
$7.14M 215,944 -35,991 -14%
SG Americas Securities
6
SG Americas Securities
New York
$6.92M 209,401 +139,322 +199%
Wells Fargo
7
Wells Fargo
California
$6.33M 191,474 -33,409 -15%
Morgan Stanley
8
Morgan Stanley
New York
$5.74M 173,472 -11,873 -6%
Bank of America
9
Bank of America
North Carolina
$4.91M 148,561 -36,661 -20%
NCA
10
New Century Advisors
Maryland
$4.8M 151,400 +151,400 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.43M 133,947 -18,817 -12%
OSNBOA
12
Old Second National Bank of Aurora
Illinois
$3.94M 119,156 +918 +0.8%
NSIM
13
North Star Investment Management
Illinois
$3.06M 92,596 -1,409 -1%
BCM
14
BTR Capital Management
California
$2.91M 88,060 +1,200 +1%
BUB
15
BBVA USA Bancshares
Texas
$2.8M 84,831 +84,831 New
AFG
16
Albion Financial Group
Utah
$2.52M 76,213 +894 +1%
AP
17
Advisors Preferred
Maryland
$2.1M 63,511 +63,511 New
SI
18
Stephens Inc
Arkansas
$1.96M 59,192 +5,011 +9%
SWM
19
Strategic Wealth Management
Washington
$1.88M 57,000 +57,000 New
FAAS
20
First Allied Advisory Services
California
$1.42M 42,989 +25,020 +139%
LPL Financial
21
LPL Financial
California
$1.36M 41,036 +4,930 +14%
PFP
22
Pinnacle Financial Partners
Tennessee
$1M 30,359 -6,963 -19%
ICAS
23
Investors Capital Advisory Services
Massachusetts
$1M 30,281 +1,348 +5%
CPC
24
Cookson Peirce & Co
Pennsylvania
$875K 26,470 +26,470 New
BCM
25
Beck Capital Management
Texas
$550K 16,925 +16,925 New
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