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iShares US Regional Banks ETF
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Overview Fund Activity

78 hedge funds and large institutions have $91.8M invested in iShares US Regional Banks ETF in 2016 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 19 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
78
Holders Change
+3
Holders Change %
+4%
% of All Funds
2.08%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
11
Increased
19
Reduced
31
Closed
8
Calls
$2.72M
Puts
$200K
Net Calls
+$2.52M
Net Calls Change
+$645K

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$6.54M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.07M
3
MIAN
3
Mariner Independent Advisor Network
Kansas
$808K
4
Ameriprise
4
Ameriprise
Minnesota
$2.53M
5
FA
5
FDx Advisors
Illinois
$659K

Top Sellers

1
CS
1
Credit Suisse
Switzerland
$3.32M
2
JFG
2
Jefferies Financial Group
New York
$0
3
Goldman Sachs
3
Goldman Sachs
New York
$1.76M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$1.03M
5
BPC
5
Banque Pictet & Cie
Switzerland
$3.62M
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$8.18M 232,626 -37,366 -14%
UBS Group
2
UBS Group
Switzerland
$6.54M 185,832 +49,908 +37%
BCM
3
BTR Capital Management
California
$6.14M 174,539 -1,830 -1%
Morgan Stanley
4
Morgan Stanley
New York
$5.43M 154,307 +5,907 +4%
NCA
5
New Century Advisors
Maryland
$5.14M 146,400 – –
Bank of America
6
Bank of America
North Carolina
$4.99M 141,949 -54,580 -28%
MC
7
Martin & Co
Tennessee
$4.5M 128,014 -69,195 -35%
Wells Fargo
8
Wells Fargo
California
$4.27M 121,454 +9,604 +9%
NSIM
9
North Star Investment Management
Illinois
$3.63M 103,333 +1,364 +1%
BPC
10
Banque Pictet & Cie
Switzerland
$3.62M 102,993 -72,600 -41%
CS
11
Credit Suisse
Switzerland
$3.32M 94,291 -221,215 -70%
OSNBOA
12
Old Second National Bank of Aurora
Illinois
$2.58M 73,349 -993 -1%
Ameriprise
13
Ameriprise
Minnesota
$2.53M 71,828 +22,658 +46%
SI
14
Stephens Inc
Arkansas
$2.4M 68,148 +2,084 +3%
BAM
15
Baring Asset Management
United Kingdom
$1.95M 55,400 -43,908 -44%
Goldman Sachs
16
Goldman Sachs
New York
$1.76M 50,130 -196,424 -80%
NFG
17
Next Financial Group
Texas
$1.73M 49,075 -1,395 -3%
LPL Financial
18
LPL Financial
California
$1.67M 47,368 -3,270 -6%
HighTower Advisors
19
HighTower Advisors
Illinois
$1.66M 47,241 -1,181 -2%
PFP
20
Pinnacle Financial Partners
Tennessee
$1.63M 47,571 +244 +0.5%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.28M 36,450 +108 +0.3%
Citadel Advisors
22
Citadel Advisors
Florida
$1.07M 30,487 +30,487 New
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.03M 29,321 -93,699 -76%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$808K 22,978 -1,713 -7%
MIAN
25
Mariner Independent Advisor Network
Kansas
$808K 22,988 +22,988 New
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