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iShares US Regional Banks ETF
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Overview Fund Activity

80 hedge funds and large institutions have $174M invested in iShares US Regional Banks ETF in 2015 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 27 increasing their positions, 20 reducing their positions, and 12 closing their positions.

Holders
80
Holders Change
-4
Holders Change %
-4.76%
% of All Funds
2.24%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
10
Increased
27
Reduced
20
Closed
12
Calls
$36K
Puts
–
Net Calls
+$36K
Net Calls Change
-$216K

Top Buyers

1
BAM
1
Baring Asset Management
United Kingdom
$39.8M
2
Bank of America
2
Bank of America
North Carolina
$10.9M
3
UBS Group
3
UBS Group
Switzerland
$10.5M
4
CA
4
Cetera Advisors
Colorado
$1.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$4.83M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$26.7M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$55K
3
AFG
3
Albion Financial Group
Utah
$0
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$538K
5
BCM
5
Brookstone Capital Management
Illinois
$10K
Name Market Value Shares Shares
Change 		Shares
Change %
BAM
1
Baring Asset Management
United Kingdom
$39.8M 1,181,041 +1,137,299 +2,600%
Bank of Nova Scotia
2
Bank of Nova Scotia
Ontario, Canada
$26.7M 792,940 -1,025,960 -56%
Bank of America
3
Bank of America
North Carolina
$10.9M 324,293 +62,788 +24%
UBS Group
4
UBS Group
Switzerland
$10.5M 311,408 +50,814 +19%
Goldman Sachs
5
Goldman Sachs
New York
$7.88M 233,481 +13,679 +6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$7.78M 230,542 +10,328 +5%
MC
7
Martin & Co
Tennessee
$7.28M 215,834 +5,690 +3%
BPC
8
Banque Pictet & Cie
Switzerland
$6.27M 186,010 +4,950 +3%
BCM
9
BTR Capital Management
California
$6.16M 182,679 +4,135 +2%
NCA
10
New Century Advisors
Maryland
$4.94M 146,400 – –
Morgan Stanley
11
Morgan Stanley
New York
$4.83M 143,211 +35,232 +33%
Wells Fargo
12
Wells Fargo
California
$4.47M 132,374 -16,964 -11%
NSIM
13
North Star Investment Management
Illinois
$3.41M 101,015 -4,035 -4%
HighTower Advisors
14
HighTower Advisors
Illinois
$3.24M 96,058 -62 -0.1%
OSNBOA
15
Old Second National Bank of Aurora
Illinois
$2.72M 80,652 -697 -0.9%
BPCE
16
Bank Pictet & Cie (Europe)
Germany
$2.63M 78,020 -10,200 -12%
SI
17
Stephens Inc
Arkansas
$2.2M 65,087 +736 +1%
LPL Financial
18
LPL Financial
California
$1.71M 50,150 +1,049 +2%
CA
19
Cetera Advisors
Colorado
$1.3M 38,446 +38,446 New
PFP
20
Pinnacle Financial Partners
Tennessee
$1.3M 38,452 +2,008 +6%
CS
21
Credit Suisse
Switzerland
$1.11M 32,903 +32,903 New
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.05M 31,154 +1,966 +7%
CIBC World Market
23
CIBC World Market
Ontario, Canada
$1.05M 30,972 +2,958 +11%
V
24
Veritable
Delaware
$1.01M 30,000 +10,000 +50%
MFS
25
MSI Financial Services
Massachusetts
$978K 29,000 +27,708 +2,145%
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