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iShares US Regional Banks ETF
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Overview Fund Activity

70 hedge funds and large institutions have $115M invested in iShares US Regional Banks ETF in 2014 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 20 increasing their positions, 27 reducing their positions, and 11 closing their positions.

Holders
70
Holders Change
-2
Holders Change %
-2.78%
% of All Funds
2.03%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
10
Increased
20
Reduced
27
Closed
11
Calls
$10K
Puts
$26K
Net Calls
-$16K
Net Calls Change
+$55K

Top Buyers

1
BPC
1
Banque Pictet & Cie
Switzerland
$5.21M
2
Bank of America
2
Bank of America
North Carolina
$9.9M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$4.19M
4
Citigroup
4
Citigroup
New York
$5.44M
5
CS
5
Credit Suisse
Switzerland
$2.78M

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$1.07M
2
DCM
2
Donaldson Capital Management
Indiana
$1.44M
3
Loomis, Sayles & Company
3
Loomis, Sayles & Company
Massachusetts
$0
4
SG Americas Securities
4
SG Americas Securities
New York
$780K
5
TD Asset Management
5
TD Asset Management
Ontario, Canada
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$9.9M 298,776 +135,005 +82%
U
2
UBS
Switzerland
$9.82M 296,336 +35,551 +14%
MC
3
Martin & Co
Tennessee
$6.94M 209,539 -145 -0.1%
Morgan Stanley
4
Morgan Stanley
New York
$6.42M 193,788 -3,500 -2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.21M 187,413 +47,619 +34%
HighTower Advisors
6
HighTower Advisors
Illinois
$5.92M 178,689 -3,494 -2%
Citigroup
7
Citigroup
New York
$5.44M 164,121 +99,596 +154%
BPC
8
Banque Pictet & Cie
Switzerland
$5.21M 157,060 +157,060 New
OC
9
Oppenheimer & Co
New York
$4.85M 146,188 +6,010 +4%
BCM
10
BTR Capital Management
California
$4.69M 141,575 -100 -0.1%
Wells Fargo
11
Wells Fargo
California
$4.54M 137,029 -8,481 -6%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$4.19M 126,286 +126,286 New
BUB
13
BBVA USA Bancshares
Texas
$3.45M 104,055 -3,758 -3%
NSIM
14
North Star Investment Management
Illinois
$3.35M 100,980 +959 +1%
OSNBOA
15
Old Second National Bank of Aurora
Illinois
$2.82M 85,096 -1,913 -2%
CS
16
Credit Suisse
Switzerland
$2.78M 83,965 +71,344 +565%
AFG
17
Albion Financial Group
Utah
$2.66M 80,324 +1,064 +1%
SI
18
Stephens Inc
Arkansas
$2.05M 61,823 +92 +0.1%
BPCE
19
Bank Pictet & Cie (Europe)
Germany
$1.99M 60,020 +60,020 New
LPL Financial
20
LPL Financial
California
$1.72M 52,514 -1,149 -2%
WF
21
WealthTrust Fairport
Ohio
$1.61M 48,689 +4,066 +9%
DCM
22
Donaldson Capital Management
Indiana
$1.44M 43,513 -391,461 -90%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.32M 39,683 +32,950 +489%
PFP
24
Pinnacle Financial Partners
Tennessee
$1.15M 34,714 +526 +2%
Goldman Sachs
25
Goldman Sachs
New York
$1.07M 32,251 -1,007,283 -97%
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