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iShares US Regional Banks ETF
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Overview Fund Activity

72 hedge funds and large institutions have $150M invested in iShares US Regional Banks ETF in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 6 closing their positions.

Holders
72
Holders Change
+7
Holders Change %
+10.77%
% of All Funds
2.07%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
13
Increased
27
Reduced
18
Closed
6
Calls
–
Puts
$71K
Net Calls
-$71K
Net Calls Change
-$508K

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$36M
2
BCM
2
BTR Capital Management
California
$4.91M
3
Citigroup
3
Citigroup
New York
$2.24M
4
BUB
4
BBVA USA Bancshares
Texas
$3.74M
5
DCM
5
Donaldson Capital Management
Indiana
$15.1M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$0
2
SG Americas Securities
2
SG Americas Securities
New York
$1.31M
3
AP
3
Advisors Preferred
Maryland
$0
4
FAAS
4
First Allied Advisory Services
California
$834K
5
Barclays
5
Barclays
United Kingdom
$33K
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$36M 1,039,534 +1,039,534 New
DCM
2
Donaldson Capital Management
Indiana
$15.1M 434,974 +20,450 +5%
U
3
UBS
Switzerland
$9.04M 260,785 +3,213 +1%
MC
4
Martin & Co
Tennessee
$7.27M 209,684 +1,665 +0.8%
Morgan Stanley
5
Morgan Stanley
New York
$6.84M 197,288 -18,923 -9%
HighTower Advisors
6
HighTower Advisors
Illinois
$6.31M 182,183 -1,436 -0.8%
Bank of America
7
Bank of America
North Carolina
$5.68M 163,771 -4,582 -3%
NCA
8
New Century Advisors
Maryland
$5.27M 151,400 – –
Wells Fargo
9
Wells Fargo
California
$5.04M 145,510 +9,673 +7%
BCM
10
BTR Capital Management
California
$4.91M 141,675 +65,355 +86%
OC
11
Oppenheimer & Co
New York
$4.86M 140,178 +349 +0.2%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$4.85M 139,794 +3 +0%
BUB
13
BBVA USA Bancshares
Texas
$3.74M 107,813 +36,923 +52%
NSIM
14
North Star Investment Management
Illinois
$3.47M 100,021 +4,373 +5%
OSNBOA
15
Old Second National Bank of Aurora
Illinois
$3.02M 87,009 -477 -0.5%
AFG
16
Albion Financial Group
Utah
$2.75M 79,260 -323 -0.4%
Citigroup
17
Citigroup
New York
$2.24M 64,525 +63,005 +4,145%
SI
18
Stephens Inc
Arkansas
$2.14M 61,731 +579 +0.9%
LPL Financial
19
LPL Financial
California
$1.86M 53,663 +6,100 +13%
WF
20
WealthTrust Fairport
Ohio
$1.55M 44,623 +4,101 +10%
SG Americas Securities
21
SG Americas Securities
New York
$1.31M 37,825 -163,507 -81%
PFP
22
Pinnacle Financial Partners
Tennessee
$1.19M 34,188 +3,497 +11%
CPC
23
Cookson Peirce & Co
Pennsylvania
$1.02M 29,510 +1,660 +6%
ICAS
24
Investors Capital Advisory Services
Massachusetts
$978K 28,248 -848 -3%
SJIM
25
St. Johns Investment Management
Florida
$868K 25,037 +2,222 +10%
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