IAT icon

iShares US Regional Banks ETF
IAT

Overview Fund Activity

143 hedge funds and large institutions have $349M invested in iShares US Regional Banks ETF in 2018 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 55 increasing their positions, 23 reducing their positions, and 10 closing their positions.

Holders
143
Holders Change
+19
Holders Change %
+15.32%
% of All Funds
3.28%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.07%
New
30
Increased
55
Reduced
23
Closed
10
Calls
$1.37M
Puts
$1.59M
Net Calls
-$222K
Net Calls Change
+$276K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$46.8M
2
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$8.69M
3
Wells Fargo
3
Wells Fargo
California
$27.2M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$9.97M
5
FIM
5
Foresters Investment Management
New York
$8.14M

Top Sellers

1
SG Americas Securities
1
SG Americas Securities
New York
$0
2
MC
2
Martin & Co
Tennessee
$3.4M
3
CS
3
Credit Suisse
Switzerland
$0
4
UBS Group
4
UBS Group
Switzerland
$23M
5
IH
5
IFC Holdings
Florida
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$46.8M 928,947 +222,931 +32%
Bank of America
2
Bank of America
North Carolina
$44.5M 883,812 +1,129 +0.1%
Wells Fargo
3
Wells Fargo
California
$27.2M 540,311 +86,514 +19%
UBS Group
4
UBS Group
Switzerland
$23M 456,902 -35,305 -7%
HCMNY
5
Howard Capital Management (New York)
New York
$16.5M 326,693 +8,729 +3%
SFI
6
SPC Financial Inc
Maryland
$12.9M 256,771 +5,913 +2%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$12.3M 244,921 +1,397 +0.6%
RJFSA
8
Raymond James Financial Services Advisors
Florida
$9.97M 198,000 +75,449 +62%
LPL Financial
9
LPL Financial
California
$9.43M 187,259 +63,229 +51%
BCM
10
BTR Capital Management
California
$9.34M 185,476 +5,103 +3%
Cambridge Investment Research Advisors
11
Cambridge Investment Research Advisors
Iowa
$8.69M 172,422 +92,116 +115%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$8.59M 170,481 +9,886 +6%
FIM
13
Foresters Investment Management
New York
$8.14M 161,500 +66,000 +69%
KFA
14
Kabarec Financial Advisors
Illinois
$8.04M 159,558 -1,463 -0.9%
SI
15
Stephens Inc
Arkansas
$7.98M 158,343 +64,550 +69%
Ameriprise
16
Ameriprise
Minnesota
$7.39M 147,239 +37,621 +34%
Stifel Financial
17
Stifel Financial
Missouri
$5.96M 118,330 +26,402 +29%
RJA
18
Raymond James & Associates
Florida
$5.62M 111,611 +28,428 +34%
MWM
19
MinichMacGregor Wealth Management
New York
$5.16M 102,479 +1,059 +1%
OSNBOA
20
Old Second National Bank of Aurora
Illinois
$3.68M 72,958 +1,205 +2%
US Bancorp
21
US Bancorp
Minnesota
$3.4M 67,439 +16,013 +31%
MC
22
Martin & Co
Tennessee
$3.4M 67,416 -45,243 -40%
DCM
23
Donaldson Capital Management
Indiana
$2.79M 55,401 +4,167 +8%
VC
24
Vestor Capital
Illinois
$2.48M 49,190 +1,346 +3%
Goldman Sachs
25
Goldman Sachs
New York
$2.38M 47,226 -282 -0.6%
1
2 3 4 5