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iShares US Regional Banks ETF
IAT

Overview Fund Activity

76 hedge funds and large institutions have $212M invested in iShares US Regional Banks ETF in 2015 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 26 reducing their positions, and 10 closing their positions.

Holders
76
Holders Change
+3
Holders Change %
+4.11%
% of All Funds
2.03%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
13
Increased
26
Reduced
26
Closed
10
Calls
$17K
Puts
–
Net Calls
+$17K
Net Calls Change
+$41K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$7.9M
2
Goldman Sachs
2
Goldman Sachs
New York
$7.22M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.99M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.58M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.13M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$85.9M
2
OC
2
Oppenheimer & Co
New York
$0
3
Citigroup
3
Citigroup
New York
$23K
4
Morgan Stanley
4
Morgan Stanley
New York
$2.94M
5
Bank of America
5
Bank of America
North Carolina
$8.39M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$85.9M -$39.6M -1,136,000 -32%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.99M +$3.58M +102,707 +66%
Bank of America
3
Bank of America
North Carolina
$8.39M -$2.68M -76,857 -24%
UBS Group
4
UBS Group
Switzerland
$7.96M -$2.34M -67,014 -23%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.9M +$7.9M +226,569 New
MC
6
Martin & Co
Tennessee
$7.36M +$9.24K +265 +0.1%
Goldman Sachs
7
Goldman Sachs
New York
$7.22M +$6.1M +174,872 +543%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$6.26M +$670K +19,225 +12%
BCM
9
BTR Capital Management
California
$5.81M -$53K -1,520 -0.9%
BPC
10
Banque Pictet & Cie
Switzerland
$5.57M +$156K +4,470 +3%
NCA
11
New Century Advisors
Maryland
$5.02M – – –
Wells Fargo
12
Wells Fargo
California
$4.89M -$2.3M -66,010 -32%
NSIM
13
North Star Investment Management
Illinois
$3.71M +$38.7K +1,111 +1%
HighTower Advisors
14
HighTower Advisors
Illinois
$3.41M -$1.02M -29,272 -23%
Morgan Stanley
15
Morgan Stanley
New York
$2.94M -$3.17M -90,833 -52%
OSNBOA
16
Old Second National Bank of Aurora
Illinois
$2.94M -$26.4K -758 -0.9%
BPCE
17
Bank Pictet & Cie (Europe)
Germany
$2.66M +$565K +16,200 +27%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$2.58M +$1.47M +42,161 +132%
LWA
19
Lowe Wealth Advisors
Maryland
$2.58M +$49.7K +1,424 +2%
AFG
20
Albion Financial Group
Utah
$2.28M -$37.3K -1,070 -2%
WP
21
WealthPLAN Partners
Nebraska
$2.21M +$2.21M +63,512 New
SI
22
Stephens Inc
Arkansas
$2.18M +$11.9K +341 +0.5%
Jane Street
23
Jane Street
New York
$1.78M +$772K +22,129 +77%
CS
24
Credit Suisse
Switzerland
$1.42M +$869K +24,917 +159%
BUB
25
BBVA USA Bancshares
Texas
$1.4M -$961K -27,558 -41%
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