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iShares US Regional Banks ETF
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Overview Fund Activity

124 hedge funds and large institutions have $261M invested in iShares US Regional Banks ETF in 2017 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 43 increasing their positions, 31 reducing their positions, and 8 closing their positions.

Holders
124
Holders Change
+15
Holders Change %
+13.76%
% of All Funds
3.09%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
26
Increased
43
Reduced
31
Closed
8
Calls
$1.31M
Puts
$532K
Net Calls
+$781K
Net Calls Change
+$518K

Top Buyers

1
SFI
1
SPC Financial Inc
Maryland
$9.85M
2
Bank of America
2
Bank of America
North Carolina
$33M
3
Wells Fargo
3
Wells Fargo
California
$28.5M
4
RJA
4
Raymond James & Associates
Florida
$4.41M
5
Morgan Stanley
5
Morgan Stanley
New York
$23.3M

Top Sellers

1
BCM
1
Brookstone Capital Management
Illinois
$0
2
Citigroup
2
Citigroup
New York
$4.58M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$893K
4
Goldman Sachs
4
Goldman Sachs
New York
$412K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$33M 736,663 +107,760 +17%
Wells Fargo
2
Wells Fargo
California
$28.5M 635,356 +91,733 +17%
Morgan Stanley
3
Morgan Stanley
New York
$23.3M 519,548 +61,483 +13%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$16.4M 366,846 +22,815 +7%
UBS Group
5
UBS Group
Switzerland
$16M 357,150 -4,111 -1%
SFI
6
SPC Financial Inc
Maryland
$9.85M 219,910 +219,910 New
BCM
7
BTR Capital Management
California
$6.9M 153,973 -20,566 -12%
LPL Financial
8
LPL Financial
California
$6.71M 150,389 +30,921 +26%
MC
9
Martin & Co
Tennessee
$5.59M 124,784 -1,025 -0.8%
NSIM
10
North Star Investment Management
Illinois
$5.04M 112,445 +2,708 +2%
Citigroup
11
Citigroup
New York
$4.58M 102,168 -148,928 -59%
RJA
12
Raymond James & Associates
Florida
$4.41M 98,483 +64,140 +187%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$4.33M 96,629 +14,773 +18%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$4.32M 96,490 +21,444 +29%
SI
15
Stephens Inc
Arkansas
$4.22M 94,216 +21,345 +29%
IH
16
IFC Holdings
Florida
$4.11M 91,515 +13,760 +18%
FTIOP
17
Fiduciary Trust International of Pennsylvania
Pennsylvania
$4.02M 89,712 +12,887 +17%
Ameriprise
18
Ameriprise
Minnesota
$3.7M 82,609 +5,851 +8%
FMP
19
Financial Management Professionals
Texas
$3.33M 74,189 -9,622 -11%
CS
20
Credit Suisse
Switzerland
$3.29M 73,473 +34,237 +87%
OSNBOA
21
Old Second National Bank of Aurora
Illinois
$3.22M 71,954 -560 -0.8%
MWM
22
MinichMacGregor Wealth Management
New York
$3.06M 68,316 +853 +1%
US Bancorp
23
US Bancorp
Minnesota
$2.98M 66,522 +31,512 +90%
HighTower Advisors
24
HighTower Advisors
Illinois
$2.88M 64,236 -26,513 -29%
Stifel Financial
25
Stifel Financial
Missouri
$2.75M 61,541 +2,975 +5%
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