IAT icon

iShares US Regional Banks ETF
IAT

Overview Fund Activity

104 hedge funds and large institutions have $110M invested in iShares US Regional Banks ETF in 2019 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 19 increasing their positions, 56 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
104
Holders Change
-11
Holders Change %
-9.57%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
19
Reduced
56
Closed
14
Calls
$4.01M
Puts
$1.1M
Net Calls
+$2.91M
Net Calls Change
+$98K

Top Buyers

1
Rockefeller Capital Management
Rockefeller Capital Management
New York
$9.75M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.68M
3
AIC
Ameritas Investment Company
Nebraska
$372K
4
5L
55I LLC
Massachusetts
$304K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$1.19M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$9.44M
2
Ameriprise
Ameriprise
Minnesota
$2M
3
Wells Fargo
Wells Fargo
California
$4.71M
4
Morgan Stanley
Morgan Stanley
New York
$6.84M
5
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Rockefeller Capital Management
1
Rockefeller Capital Management
New York
$9.75M +$3.22M +69,080 +49%
Bank of America
2
Bank of America
North Carolina
$9.44M -$20.4M -439,066 -68%
BCM
3
BTR Capital Management
California
$7.73M +$88.2K +1,895 +1%
UBS Group
4
UBS Group
Switzerland
$7.39M -$2.18M -46,773 -23%
Morgan Stanley
5
Morgan Stanley
New York
$6.84M -$2.41M -51,862 -26%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.86M -$1.53M -32,782 -24%
Wells Fargo
7
Wells Fargo
California
$4.71M -$2.67M -57,282 -36%
LPL Financial
8
LPL Financial
California
$4.56M -$938K -20,137 -17%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.26M -$233K -4,999 -5%
SI
10
Stephens Inc
Arkansas
$3.3M -$2.27M -48,813 -41%
OSNBOA
11
Old Second National Bank of Aurora
Illinois
$3.24M -$72.3K -1,554 -2%
MC
12
Martin & Co
Tennessee
$3.13M -$36.5K -785 -1%
Goldman Sachs
13
Goldman Sachs
New York
$2.72M -$4.42K -95 -0.2%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.43M -$45.1K -968 -2%
Ameriprise
15
Ameriprise
Minnesota
$2M -$4.19M -89,226 -68%
Citadel Advisors
16
Citadel Advisors
Florida
$1.97M -$1.13M -24,340 -37%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.68M +$1.31M +28,104 +356%
RJA
18
Raymond James & Associates
Florida
$1.65M -$1.24M -26,709 -43%
FWCM
19
Ferguson Wellman Capital Management
Oregon
$1.6M -$106K -2,270 -6%
US Bancorp
20
US Bancorp
Minnesota
$1.48M -$169K -3,627 -10%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$1.46M +$205K +4,401 +16%
Stifel Financial
22
Stifel Financial
Missouri
$1.43M -$400K -8,609 -22%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.19M +$279K +5,996 +31%
TRCT
24
Tower Research Capital (TRC)
New York
$1.12M +$165K +3,532 +17%
CA
25
Cetera Advisors
Colorado
$1.11M -$1.44M -30,872 -56%
1
2 3 4 5