IAT icon

iShares US Regional Banks ETF
IAT

Overview Fund Activity

133 hedge funds and large institutions have $333M invested in iShares US Regional Banks ETF in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 32 reducing their positions, and 16 closing their positions.

Holders
133
Holders Change
-4
Holders Change %
-2.92%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.02%
New
13
Increased
52
Reduced
32
Closed
16
Calls
$578K
Puts
$955K
Net Calls
-$377K
Net Calls Change
+$20K

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$13.3M
2
RJA
2
Raymond James & Associates
Florida
$9.33M
3
Carson Wealth (CWM LLC)
3
Carson Wealth (CWM LLC)
Nebraska
$2.93M
4
Jane Street
4
Jane Street
New York
$2.13M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$4.37M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$42.9M
2
VC
2
Vestor Capital
Illinois
$0
3
DCM
3
Donaldson Capital Management
Indiana
$1.02M
4
Wells Fargo
4
Wells Fargo
California
$27.4M
5
VF
5
Virtu Financial
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$46.8M 955,465 +24,500 +3%
Morgan Stanley
2
Morgan Stanley
New York
$42.9M 875,383 -343,071 -28%
Wells Fargo
3
Wells Fargo
California
$27.4M 559,396 -32,719 -6%
UBS Group
4
UBS Group
Switzerland
$23.1M 470,976 -13,475 -3%
HCMNY
5
Howard Capital Management (New York)
New York
$16.3M 332,209 +4,874 +1%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$15.6M 318,812 -2,849 -0.9%
SFI
7
SPC Financial Inc
Maryland
$13.4M 273,220 +10,635 +4%
Ameriprise
8
Ameriprise
Minnesota
$13.3M 272,066 +67,236 +33%
BCM
9
BTR Capital Management
California
$9.35M 190,831 -650 -0.3%
RJA
10
Raymond James & Associates
Florida
$9.33M 190,263 +45,411 +31%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$8.45M 172,362 +2,559 +2%
LPL Financial
12
LPL Financial
California
$8.44M 172,165 -13,857 -7%
SI
13
Stephens Inc
Arkansas
$7.42M 151,452 -8,898 -6%
MWM
14
MinichMacGregor Wealth Management
New York
$5.82M 119,254 +12,510 +12%
Stifel Financial
15
Stifel Financial
Missouri
$5.62M 114,692 -10,201 -8%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$4.99M 101,896 +4,257 +4%
MML Investors Services
17
MML Investors Services
Massachusetts
$4.37M 89,141 +32,962 +59%
OSNBOA
18
Old Second National Bank of Aurora
Illinois
$3.54M 72,237 -816 -1%
MC
19
Martin & Co
Tennessee
$3.34M 68,101 -150 -0.2%
CA
20
Cetera Advisors
Colorado
$3.09M 62,495 +9,844 +19%
US Bancorp
21
US Bancorp
Minnesota
$3.06M 62,482 -2,428 -4%
OC
22
Oppenheimer & Co
New York
$2.94M 59,962 +12,302 +26%
Carson Wealth (CWM LLC)
23
Carson Wealth (CWM LLC)
Nebraska
$2.93M 59,678 +43,884 +278%
Citadel Advisors
24
Citadel Advisors
Florida
$2.87M 58,596 -5,030 -8%
TRCT
25
Tower Research Capital (TRC)
New York
$2.25M 45,802 +14,373 +46%
1
2 3 4 5