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iShares US Regional Banks ETF
IAT

Overview Fund Activity

88 hedge funds and large institutions have $240M invested in iShares US Regional Banks ETF in 2015 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 28 increasing their positions, 22 reducing their positions, and 6 closing their positions.

Holders
88
Holders Change
+8
Holders Change %
+10%
% of All Funds
2.31%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.08%
New
14
Increased
28
Reduced
22
Closed
6
Calls
$37K
Puts
$297K
Net Calls
-$260K
Net Calls Change
-$296K

Top Buyers

1
RJFSA
1
Raymond James Financial Services Advisors
Florida
$4.14M
2
UBS Group
2
UBS Group
Switzerland
$13.6M
3
SG Americas Securities
3
SG Americas Securities
New York
$2.46M
4
Wells Fargo
4
Wells Fargo
California
$7M
5
Ameriprise
5
Ameriprise
Minnesota
$2.33M

Top Sellers

1
Bank of Nova Scotia
1
Bank of Nova Scotia
Ontario, Canada
$17.3M
2
Bank of America
2
Bank of America
North Carolina
$10.7M
3
HCA
3
Harbour Capital Advisors
Virginia
$0
4
MIAN
4
Mariner Independent Advisor Network
Kansas
$0
5
PFP
5
Pinnacle Financial Partners
Tennessee
$966K
Name Market Value Shares Shares
Change 		Shares
Change %
NCA
1
New Century Advisors
Maryland
$51.2M 146,400 – –
BAM
2
Baring Asset Management
United Kingdom
$41.5M 1,187,859 +6,818 +0.6%
Bank of Nova Scotia
3
Bank of Nova Scotia
Ontario, Canada
$17.3M 496,180 -296,760 -37%
UBS Group
4
UBS Group
Switzerland
$13.6M 388,079 +76,671 +25%
Bank of America
5
Bank of America
North Carolina
$10.7M 305,188 -19,105 -6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$10.1M 287,470 +56,928 +25%
Goldman Sachs
7
Goldman Sachs
New York
$8.16M 233,423 -58 -0%
MC
8
Martin & Co
Tennessee
$7.5M 214,384 -1,450 -0.7%
Wells Fargo
9
Wells Fargo
California
$7M 200,315 +67,941 +51%
Morgan Stanley
10
Morgan Stanley
New York
$6.67M 190,904 +47,693 +33%
BPC
11
Banque Pictet & Cie
Switzerland
$6.67M 190,684 +4,674 +3%
BCM
12
BTR Capital Management
California
$6.44M 184,229 +1,550 +0.8%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$4.14M 118,430 +118,430 New
LPL Financial
14
LPL Financial
California
$3.83M 112,481 +62,331 +124%
NSIM
15
North Star Investment Management
Illinois
$3.59M 102,577 +1,562 +2%
HighTower Advisors
16
HighTower Advisors
Illinois
$3.32M 94,809 -1,249 -1%
BPCE
17
Bank Pictet & Cie (Europe)
Germany
$2.73M 78,020 – –
OSNBOA
18
Old Second National Bank of Aurora
Illinois
$2.62M 74,951 -5,701 -7%
SG Americas Securities
19
SG Americas Securities
New York
$2.46M 70,431 +70,431 New
Ameriprise
20
Ameriprise
Minnesota
$2.33M 66,645 +66,645 New
CS
21
Credit Suisse
Switzerland
$2.28M 65,129 +32,226 +98%
SI
22
Stephens Inc
Arkansas
$2.26M 64,752 -335 -0.5%
MFS
23
MSI Financial Services
Massachusetts
$1.42M 40,467 +11,467 +40%
CIBC World Market
24
CIBC World Market
Ontario, Canada
$1.37M 39,210 +8,238 +27%
CA
25
Cetera Advisors
Colorado
$1.35M 38,580 +134 +0.3%
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