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iShares US Regional Banks ETF
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Overview Fund Activity

84 hedge funds and large institutions have $194M invested in iShares US Regional Banks ETF in 2015 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 9 closing their positions.

Holders
84
Holders Change
+8
Holders Change %
+10.53%
% of All Funds
2.27%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.08%
New
17
Increased
26
Reduced
23
Closed
9
Calls
$252K
Puts
–
Net Calls
+$252K
Net Calls Change
+$235K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$10.1M
2
BAM
2
Baring Asset Management
United Kingdom
$1.6M
3
UBS Group
3
UBS Group
Switzerland
$9.54M
4
BCM
4
Brookstone Capital Management
Illinois
$1.01M
5
Morgan Stanley
5
Morgan Stanley
New York
$3.95M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$66.6M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$0
3
LWA
3
Lowe Wealth Advisors
Maryland
$0
4
WP
4
WealthPLAN Partners
Nebraska
$814K
5
CS
5
Credit Suisse
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$66.6M 1,818,900 -643,400 -26%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$10.1M 276,898 +50,329 +22%
Bank of America
3
Bank of America
North Carolina
$9.57M 261,505 +20,786 +9%
UBS Group
4
UBS Group
Switzerland
$9.54M 260,594 +32,227 +14%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$8.06M 220,214 -37,570 -15%
Goldman Sachs
6
Goldman Sachs
New York
$8.05M 219,802 +12,748 +6%
MC
7
Martin & Co
Tennessee
$7.69M 210,144 -990 -0.5%
BPC
8
Banque Pictet & Cie
Switzerland
$6.63M 181,060 +21,450 +13%
BCM
9
BTR Capital Management
California
$6.54M 178,544 +11,944 +7%
Wells Fargo
10
Wells Fargo
California
$5.47M 149,338 +9,016 +6%
NCA
11
New Century Advisors
Maryland
$5.36M 146,400 – –
Morgan Stanley
12
Morgan Stanley
New York
$3.95M 107,979 +23,543 +28%
NSIM
13
North Star Investment Management
Illinois
$3.85M 105,050 -1,213 -1%
HighTower Advisors
14
HighTower Advisors
Illinois
$3.52M 96,120 -1,733 -2%
BPCE
15
Bank Pictet & Cie (Europe)
Germany
$3.23M 88,220 +12,000 +16%
OSNBOA
16
Old Second National Bank of Aurora
Illinois
$2.98M 81,349 -2,947 -3%
AFG
17
Albion Financial Group
Utah
$2.39M 65,168 -252 -0.4%
SI
18
Stephens Inc
Arkansas
$2.36M 64,351 +1,752 +3%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.95M 53,177 -20,905 -28%
LPL Financial
20
LPL Financial
California
$1.8M 49,101 +8,926 +22%
BAM
21
Baring Asset Management
United Kingdom
$1.6M 43,742 +43,742 New
PFP
22
Pinnacle Financial Partners
Tennessee
$1.33M 36,444 +146 +0.4%
FAAS
23
First Allied Advisory Services
California
$1.26M 34,211 +3,508 +11%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.07M 29,188 -293 -1%
CIBC World Market
25
CIBC World Market
Ontario, Canada
$1.03M 28,014 +12,354 +79%
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