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iShares US Regional Banks ETF
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Overview Fund Activity

109 hedge funds and large institutions have $257M invested in iShares US Regional Banks ETF in 2016 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 39 increasing their positions, 11 reducing their positions, and 8 closing their positions.

Holders
109
Holders Change
+31
Holders Change %
+39.74%
% of All Funds
2.73%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
40
Increased
39
Reduced
11
Closed
8
Calls
$908K
Puts
$645K
Net Calls
+$263K
Net Calls Change
-$2.25M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$28.5M
2
Wells Fargo
2
Wells Fargo
California
$24.7M
3
Morgan Stanley
3
Morgan Stanley
New York
$20.8M
4
Citigroup
4
Citigroup
New York
$11.4M
5
BCM
5
Brookstone Capital Management
Illinois
$10.5M

Top Sellers

1
BPC
1
Banque Pictet & Cie
Switzerland
$1.25M
2
CS
2
Credit Suisse
Switzerland
$1.78M
3
Citadel Advisors
3
Citadel Advisors
Florida
$425K
4
NCA
4
New Century Advisors
Maryland
$5.73M
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$28.5M 628,903 +486,954 +343%
Wells Fargo
2
Wells Fargo
California
$24.7M 543,623 +422,169 +348%
Morgan Stanley
3
Morgan Stanley
New York
$20.8M 458,065 +303,758 +197%
UBS Group
4
UBS Group
Switzerland
$16.4M 361,261 +175,429 +94%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$15.6M 344,031 +111,405 +48%
Citigroup
6
Citigroup
New York
$11.4M 251,096 +250,038 +23,633%
BCM
7
Brookstone Capital Management
Illinois
$10.5M 230,663 +230,663 New
BCM
8
BTR Capital Management
California
$6.14M 174,539 – –
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$6.02M 132,628 +132,628 New
NCA
10
New Century Advisors
Maryland
$5.73M 126,400 -20,000 -14%
MC
11
Martin & Co
Tennessee
$5.71M 125,809 -2,205 -2%
LPL Financial
12
LPL Financial
California
$5.43M 119,468 +72,100 +152%
NSIM
13
North Star Investment Management
Illinois
$4.98M 109,737 +6,404 +6%
MFS
14
MSI Financial Services
Massachusetts
$4.15M 91,321 +84,435 +1,226%
HighTower Advisors
15
HighTower Advisors
Illinois
$4.1M 90,749 +43,508 +92%
Goldman Sachs
16
Goldman Sachs
New York
$4.05M 89,344 +39,214 +78%
FMP
17
Financial Management Professionals
Texas
$3.77M 83,811 +83,811 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$3.72M 81,856 +58,878 +256%
IH
19
IFC Holdings
Florida
$3.53M 77,755 +77,755 New
FTIOP
20
Fiduciary Trust International of Pennsylvania
Pennsylvania
$3.49M 76,825 +76,825 New
Ameriprise
21
Ameriprise
Minnesota
$3.48M 76,758 +4,930 +7%
OC
22
Oppenheimer & Co
New York
$3.42M 75,273 +75,273 New
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$3.41M 75,046 +38,596 +106%
SI
24
Stephens Inc
Arkansas
$3.31M 72,871 +4,723 +7%
OSNBOA
25
Old Second National Bank of Aurora
Illinois
$3.29M 72,514 -835 -1%
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