IAT icon

iShares US Regional Banks ETF
IAT

Overview Fund Activity

124 hedge funds and large institutions have $299M invested in iShares US Regional Banks ETF in 2017 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 35 increasing their positions, 37 reducing their positions, and 8 closing their positions.

Holders
124
Holders Change
+21
Holders Change %
+20.39%
% of All Funds
2.82%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.07%
New
30
Increased
35
Reduced
37
Closed
8
Calls
$1.01M
Puts
$1.51M
Net Calls
-$498K
Net Calls Change
-$1.27M

Top Buyers

1
KFA
1
Kabarec Financial Advisors
Illinois
$7.94M
2
FIM
2
Foresters Investment Management
New York
$4.71M
3
UBS Group
3
UBS Group
Switzerland
$24.3M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$7.92M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$6.04M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$3.73M
2
TSS
2
Two Sigma Securities
New York
$0
3
Morgan Stanley
3
Morgan Stanley
New York
$34.8M
4
NFG
4
Next Financial Group
Texas
$0
5
CS
5
Credit Suisse
Switzerland
$2.09M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$43.5M 882,683 +5,558 +0.6%
Morgan Stanley
2
Morgan Stanley
New York
$34.8M 706,016 -81,015 -10%
UBS Group
3
UBS Group
Switzerland
$24.3M 492,207 +69,602 +16%
Wells Fargo
4
Wells Fargo
California
$22.4M 453,797 +18,436 +4%
HCMNY
5
Howard Capital Management (New York)
New York
$15.7M 317,964 +795 +0.3%
SFI
6
SPC Financial Inc
Maryland
$12.4M 250,858 +2,748 +1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$12M 243,524 -13,060 -5%
BCM
8
BTR Capital Management
California
$8.89M 180,373 +26,468 +17%
KFA
9
Kabarec Financial Advisors
Illinois
$7.94M 161,021 +161,021 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$7.92M 160,595 +56,036 +54%
LPL Financial
11
LPL Financial
California
$6.11M 124,030 -1,093 -0.9%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$6.04M 122,551 +47,029 +62%
MC
13
Martin & Co
Tennessee
$5.55M 112,659 -35 -0%
Ameriprise
14
Ameriprise
Minnesota
$5.4M 109,618 +28,350 +35%
MWM
15
MinichMacGregor Wealth Management
New York
$5M 101,420 +25,822 +34%
FIM
16
Foresters Investment Management
New York
$4.71M 95,500 +95,500 New
SI
17
Stephens Inc
Arkansas
$4.62M 93,793 +748 +0.8%
Stifel Financial
18
Stifel Financial
Missouri
$4.53M 91,928 +7,959 +9%
RJA
19
Raymond James & Associates
Florida
$4.1M 83,183 -18,934 -19%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$3.96M 80,306 +39,020 +95%
SG Americas Securities
21
SG Americas Securities
New York
$3.73M 75,646 -103,013 -58%
OSNBOA
22
Old Second National Bank of Aurora
Illinois
$3.54M 71,753 -427 -0.6%
US Bancorp
23
US Bancorp
Minnesota
$2.54M 51,426 -725 -1%
DCM
24
Donaldson Capital Management
Indiana
$2.53M 51,234 +5,872 +13%
VC
25
Vestor Capital
Illinois
$2.36M 47,844 -59 -0.1%
1
2 3 4 5