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iShares US Regional Banks ETF
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Overview Fund Activity

73 hedge funds and large institutions have $247M invested in iShares US Regional Banks ETF in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 18 increasing their positions, 29 reducing their positions, and 7 closing their positions.

Holders
73
Holders Change
+3
Holders Change %
+4.29%
% of All Funds
1.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
11
Increased
18
Reduced
29
Closed
7
Calls
–
Puts
$24K
Net Calls
-$24K
Net Calls Change
-$8K

Top Buyers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$126M
2
UBS Group
2
UBS Group
Switzerland
$10.3M
3
NCA
3
New Century Advisors
Maryland
$5.12M
4
LWA
4
Lowe Wealth Advisors
Maryland
$2.53M
5
Wells Fargo
5
Wells Fargo
California
$7.21M

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$549K
2
Citigroup
2
Citigroup
New York
$3.54M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$4.44M
4
BUB
4
BBVA USA Bancshares
Texas
$2.37M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5.42M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$126M 3,598,300 +3,598,300 New
Bank of America
2
Bank of America
North Carolina
$11.1M 317,576 +18,800 +6%
UBS Group
3
UBS Group
Switzerland
$10.3M 295,381 +295,381 New
MC
4
Martin & Co
Tennessee
$7.37M 210,869 +1,330 +0.6%
Wells Fargo
5
Wells Fargo
California
$7.21M 206,332 +69,303 +51%
Morgan Stanley
6
Morgan Stanley
New York
$6.13M 175,269 -18,519 -10%
BCM
7
BTR Capital Management
California
$5.88M 168,120 +26,545 +19%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$5.61M 160,360 +34,074 +27%
BPC
9
Banque Pictet & Cie
Switzerland
$5.42M 155,140 -1,920 -1%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.42M 155,077 -32,336 -17%
OC
11
Oppenheimer & Co
New York
$5.16M 147,648 +1,460 +1%
NCA
12
New Century Advisors
Maryland
$5.12M 146,400 +146,400 New
HighTower Advisors
13
HighTower Advisors
Illinois
$4.44M 127,125 -51,564 -29%
NSIM
14
North Star Investment Management
Illinois
$3.68M 105,152 +4,172 +4%
Citigroup
15
Citigroup
New York
$3.54M 101,165 -62,956 -38%
OSNBOA
16
Old Second National Bank of Aurora
Illinois
$2.97M 85,054 -42 -0%
LWA
17
Lowe Wealth Advisors
Maryland
$2.53M 72,456 +72,456 New
BUB
18
BBVA USA Bancshares
Texas
$2.37M 67,809 -36,246 -35%
AFG
19
Albion Financial Group
Utah
$2.32M 66,490 -13,834 -17%
SI
20
Stephens Inc
Arkansas
$2.18M 62,258 +435 +0.7%
BPCE
21
Bank Pictet & Cie (Europe)
Germany
$2.1M 60,020 – –
LPL Financial
22
LPL Financial
California
$1.71M 48,819 -3,695 -7%
PFP
23
Pinnacle Financial Partners
Tennessee
$1.26M 35,996 +1,282 +4%
Goldman Sachs
24
Goldman Sachs
New York
$1.13M 32,182 -69 -0.2%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$1.12M 31,921 -7,762 -20%
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