IAT icon

iShares US Regional Banks ETF
IAT

Overview Fund Activity

123 hedge funds and large institutions have $185M invested in iShares US Regional Banks ETF in 2019 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 20 increasing their positions, 50 reducing their positions, and 12 closing their positions.

Holders
123
Holders Change
+7
Holders Change %
+6.03%
% of All Funds
2.67%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
20
Reduced
50
Closed
12
Calls
$895K
Puts
$425K
Net Calls
+$470K
Net Calls Change
-$56K

Top Buyers

1
CS
1
Credit Suisse
Switzerland
$4.38M
2
VF
2
Virtu Financial
New York
$1.8M
3
Jane Street
3
Jane Street
New York
$1.43M
4
HCMNY
4
Howard Capital Management (New York)
New York
$14.7M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$977K

Top Sellers

1
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$5.34M
2
UBS Group
2
UBS Group
Switzerland
$16.4M
3
Bank of America
3
Bank of America
North Carolina
$28.6M
4
Wells Fargo
4
Wells Fargo
California
$8.05M
5
LNC
5
Lincoln National Corp
Pennsylvania
$375K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$28.6M 658,691 -103,190 -14%
UBS Group
2
UBS Group
Switzerland
$16.4M 378,466 -134,951 -26%
HCMNY
3
Howard Capital Management (New York)
New York
$14.7M 339,314 +12,064 +4%
Morgan Stanley
4
Morgan Stanley
New York
$10.3M 237,712 -40,775 -15%
Ameriprise
5
Ameriprise
Minnesota
$8.84M 203,553 -56,973 -22%
Wells Fargo
6
Wells Fargo
California
$8.05M 185,231 -99,442 -35%
BCM
7
BTR Capital Management
California
$7.09M 163,061 -335 -0.2%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$6.76M 155,484 -4,984 -3%
LPL Financial
9
LPL Financial
California
$6.2M 142,697 -3,668 -3%
SI
10
Stephens Inc
Arkansas
$5.55M 127,623 +921 +0.7%
Rockefeller Capital Management
11
Rockefeller Capital Management
New York
$5.34M 122,934 -380,119 -76%
CS
12
Credit Suisse
Switzerland
$4.38M 100,710 +84,994 +541%
RJA
13
Raymond James & Associates
Florida
$4.28M 98,439 +1,961 +2%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$4.07M 93,575 -31,790 -25%
OSNBOA
15
Old Second National Bank of Aurora
Illinois
$3.16M 72,762 -113 -0.2%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$3.08M 70,854 -15,004 -17%
MC
17
Martin & Co
Tennessee
$3M 69,076 +1,400 +2%
Goldman Sachs
18
Goldman Sachs
New York
$2.73M 62,841 +4,374 +7%
CA
19
Cetera Advisors
Colorado
$2.56M 59,014 -6,741 -10%
FWCM
20
Ferguson Wellman Capital Management
Oregon
$2.42M 55,632 -28,350 -34%
Thrivent Financial for Lutherans
21
Thrivent Financial for Lutherans
Minnesota
– – – –
NRS
22
Neville Rodie & Shaw
New York
$1.97M 45,262 -5,499 -11%
US Bancorp
23
US Bancorp
Minnesota
$1.92M 44,265 +383 +0.9%
VF
24
Virtu Financial
New York
$1.8M 41,526 +41,526 New
Stifel Financial
25
Stifel Financial
Missouri
$1.66M 38,128 -2,455 -6%
1
2 3 4 5