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iShares US Regional Banks ETF
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Overview Fund Activity

116 hedge funds and large institutions have $208M invested in iShares US Regional Banks ETF in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 20 increasing their positions, 52 reducing their positions, and 35 closing their positions.

Holders
116
Holders Change
-17
Holders Change %
-12.78%
% of All Funds
2.59%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
18
Increased
20
Reduced
52
Closed
35
Calls
$570K
Puts
$44K
Net Calls
+$526K
Net Calls Change
+$903K

Top Buyers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$20M
2
FWCM
2
Ferguson Wellman Capital Management
Oregon
$3.35M
3
LNC
3
Lincoln National Corp
Pennsylvania
$3.03M
4
Goldman Sachs
4
Goldman Sachs
New York
$2.33M
5
NRS
5
Neville Rodie & Shaw
New York
$2.02M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$11.1M
2
SFI
2
SPC Financial Inc
Maryland
$0
3
Wells Fargo
3
Wells Fargo
California
$11.3M
4
Bank of America
4
Bank of America
North Carolina
$30.4M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$5M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$30.4M 761,881 -193,584 -20%
UBS Group
2
UBS Group
Switzerland
$20.5M 513,417 +42,441 +9%
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$20M 503,053 +503,053 New
HCMNY
4
Howard Capital Management (New York)
New York
$13M 327,250 -4,959 -1%
Wells Fargo
5
Wells Fargo
California
$11.3M 284,673 -274,723 -49%
Morgan Stanley
6
Morgan Stanley
New York
$11.1M 278,487 -596,896 -68%
Ameriprise
7
Ameriprise
Minnesota
$10.4M 260,526 -11,540 -4%
BCM
8
BTR Capital Management
California
$6.51M 163,396 -27,435 -14%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$6.39M 160,468 -11,894 -7%
LPL Financial
10
LPL Financial
California
$5.83M 146,365 -25,800 -15%
SI
11
Stephens Inc
Arkansas
$5.05M 126,702 -24,750 -16%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$5M 125,365 -193,447 -61%
RJA
13
Raymond James & Associates
Florida
$3.84M 96,478 -93,785 -49%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$3.42M 85,858 -16,038 -16%
FWCM
15
Ferguson Wellman Capital Management
Oregon
$3.35M 83,982 +83,982 New
LNC
16
Lincoln National Corp
Pennsylvania
$3.03M 76,149 +76,149 New
OSNBOA
17
Old Second National Bank of Aurora
Illinois
$2.9M 72,875 +638 +0.9%
MC
18
Martin & Co
Tennessee
$2.7M 67,676 -425 -0.6%
CA
19
Cetera Advisors
Colorado
$2.63M 65,755 +3,260 +5%
Goldman Sachs
20
Goldman Sachs
New York
$2.33M 58,467 +51,856 +784%
NRS
21
Neville Rodie & Shaw
New York
$2.02M 50,761 +50,761 New
MML Investors Services
22
MML Investors Services
Massachusetts
$1.99M 49,828 -39,313 -44%
TSS
23
Two Sigma Securities
New York
$1.77M 44,444 +35,311 +387%
US Bancorp
24
US Bancorp
Minnesota
$1.75M 43,882 -18,600 -30%
Stifel Financial
25
Stifel Financial
Missouri
$1.62M 40,583 -74,109 -65%
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