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iShares US Regional Banks ETF
IAT

Overview Fund Activity

65 hedge funds and large institutions have $164M invested in iShares US Regional Banks ETF in 2014 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 20 reducing their positions, and 5 closing their positions.

Holders
65
Holders Change
+5
Holders Change %
+8.33%
% of All Funds
1.88%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
10
Increased
21
Reduced
20
Closed
5
Calls
$525K
Puts
$88K
Net Calls
+$437K
Net Calls Change
+$1.33M

Top Buyers

1
OC
1
Oppenheimer & Co
New York
$4.89M
2
Morgan Stanley
2
Morgan Stanley
New York
$7.56M
3
WF
3
WealthTrust Fairport
Ohio
$1.42M
4
DCM
4
Donaldson Capital Management
Indiana
$14.5M
5
FMBTD
5
First Midwest Bank Trust Division
Illinois
$874K

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$48.8M
2
Wells Fargo
2
Wells Fargo
California
$4.75M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$6.42M
4
SWM
4
Strategic Wealth Management
Washington
$0
5
OSNBOA
5
Old Second National Bank of Aurora
Illinois
$3.06M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$48.8M 1,395,000 -110,000 -7%
DCM
2
Donaldson Capital Management
Indiana
$14.5M 414,524 +35,941 +9%
U
3
UBS
Switzerland
$9.01M 257,572 +1,709 +0.7%
Morgan Stanley
4
Morgan Stanley
New York
$7.56M 216,211 +42,739 +25%
MC
5
Martin & Co
Tennessee
$7.27M 208,019 -7,925 -4%
SG Americas Securities
6
SG Americas Securities
New York
$7.04M 201,332 -8,069 -4%
HighTower Advisors
7
HighTower Advisors
Illinois
$6.42M 183,619 -55,428 -23%
Bank of America
8
Bank of America
North Carolina
$5.89M 168,353 +19,792 +13%
NCA
9
New Century Advisors
Maryland
$5.19M 151,400 – –
OC
10
Oppenheimer & Co
New York
$4.89M 139,829 +139,829 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$4.89M 139,791 +5,844 +4%
Wells Fargo
12
Wells Fargo
California
$4.75M 135,837 -55,637 -29%
NSIM
13
North Star Investment Management
Illinois
$3.35M 95,648 +3,052 +3%
OSNBOA
14
Old Second National Bank of Aurora
Illinois
$3.06M 87,486 -31,670 -27%
AFG
15
Albion Financial Group
Utah
$2.78M 79,583 +3,370 +4%
BCM
16
BTR Capital Management
California
$2.67M 76,320 -11,740 -13%
BUB
17
BBVA USA Bancshares
Texas
$2.48M 70,890 -13,941 -16%
SI
18
Stephens Inc
Arkansas
$2.14M 61,152 +1,960 +3%
FAAS
19
First Allied Advisory Services
California
$1.79M 51,993 +9,004 +21%
LPL Financial
20
LPL Financial
California
$1.66M 47,563 +6,527 +16%
AP
21
Advisors Preferred
Maryland
$1.64M 46,820 -16,691 -26%
WF
22
WealthTrust Fairport
Ohio
$1.42M 40,522 +40,522 New
PFP
23
Pinnacle Financial Partners
Tennessee
$1.07M 30,691 +332 +1%
ICAS
24
Investors Capital Advisory Services
Massachusetts
$1.02M 29,096 -1,185 -4%
CPC
25
Cookson Peirce & Co
Pennsylvania
$974K 27,850 +1,380 +5%
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