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iShares US Regional Banks ETF
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Overview Fund Activity

112 hedge funds and large institutions have $265M invested in iShares US Regional Banks ETF in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 35 increasing their positions, 42 reducing their positions, and 25 closing their positions.

Holders
112
Holders Change
-12
Holders Change %
-9.68%
% of All Funds
2.8%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
15
Increased
35
Reduced
42
Closed
25
Calls
$2.87M
Puts
$217K
Net Calls
+$2.65M
Net Calls Change
+$1.87M

Top Buyers

1
HCMNY
1
Howard Capital Management (New York)
New York
$14.1M
2
Bank of America
2
Bank of America
North Carolina
$40.6M
3
UBS Group
3
UBS Group
Switzerland
$22M
4
Morgan Stanley
4
Morgan Stanley
New York
$27.7M
5
SG Americas Securities
5
SG Americas Securities
New York
$3.58M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$22M
2
NSIM
2
North Star Investment Management
Illinois
$1.34M
3
IH
3
IFC Holdings
Florida
$580K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$13.4M
5
CS
5
Credit Suisse
Switzerland
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$40.6M 890,387 +153,724 +21%
Morgan Stanley
2
Morgan Stanley
New York
$27.7M 607,366 +87,818 +17%
Wells Fargo
3
Wells Fargo
California
$22M 483,899 -151,457 -24%
UBS Group
4
UBS Group
Switzerland
$22M 483,683 +126,533 +35%
HCMNY
5
Howard Capital Management (New York)
New York
$14.1M 310,244 +310,244 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$13.4M 294,305 -72,541 -20%
SFI
7
SPC Financial Inc
Maryland
$11.2M 245,570 +25,660 +12%
BCM
8
BTR Capital Management
California
$7.06M 154,896 +923 +0.6%
LPL Financial
9
LPL Financial
California
$6.6M 144,901 -5,488 -4%
MC
10
Martin & Co
Tennessee
$5.7M 125,119 +335 +0.3%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$4.75M 104,196 +7,706 +8%
RJA
12
Raymond James & Associates
Florida
$4.39M 96,359 -2,124 -2%
SI
13
Stephens Inc
Arkansas
$4.37M 95,994 +1,778 +2%
Ameriprise
14
Ameriprise
Minnesota
$4.31M 94,556 +11,947 +14%
FTIOP
15
Fiduciary Trust International of Pennsylvania
Pennsylvania
$4.01M 87,967 -1,745 -2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.98M 87,376 -9,253 -10%
SG Americas Securities
17
SG Americas Securities
New York
$3.58M 78,659 +78,659 New
MWM
18
MinichMacGregor Wealth Management
New York
$3.26M 71,625 +3,309 +5%
FMP
19
Financial Management Professionals
Texas
$3.25M 71,436 -2,753 -4%
OSNBOA
20
Old Second National Bank of Aurora
Illinois
$3.25M 71,303 -651 -0.9%
Stifel Financial
21
Stifel Financial
Missouri
$3.21M 70,458 +8,917 +14%
OC
22
Oppenheimer & Co
New York
$2.67M 58,507 +2,990 +5%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$2.49M 54,667 +4,935 +10%
Citigroup
24
Citigroup
New York
$2.44M 53,523 -48,645 -48%
US Bancorp
25
US Bancorp
Minnesota
$2.38M 52,295 -14,227 -21%
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