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iShares US Regional Banks ETF
IAT

Overview Fund Activity

109 hedge funds and large institutions have $117M invested in iShares US Regional Banks ETF in 2019 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 22 increasing their positions, 38 reducing their positions, and 14 closing their positions.

Holders
109
Holders Change
+5
Holders Change %
+4.81%
% of All Funds
2.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
22
Reduced
38
Closed
14
Calls
$418K
Puts
–
Net Calls
+$418K
Net Calls Change
-$2.49M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$4.7M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$6.54M
3
Bank of America
3
Bank of America
North Carolina
$12M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$2.79M
5
TCA
5
Transcend Capital Advisors
New Jersey
$739K

Top Sellers

1
Goldman Sachs
1
Goldman Sachs
New York
$0
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$8.3M
3
CS
3
Credit Suisse
Switzerland
$0
4
UBS Group
4
UBS Group
Switzerland
$7.18M
5
LTFS
5
Ladenburg Thalmann Financial Services
Florida
$692K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$12M 235,060 +32,272 +16%
BCM
2
BTR Capital Management
California
$8.34M 163,521 -2,475 -1%
Rockefeller Capital Management
3
Rockefeller Capital Management
New York
$8.3M 162,901 -46,435 -22%
Morgan Stanley
4
Morgan Stanley
New York
$7.41M 145,418 -1,493 -1%
UBS Group
5
UBS Group
Switzerland
$7.18M 140,805 -17,952 -11%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$6.54M 128,281 +36,776 +40%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.13M 100,719 -3,766 -4%
LPL Financial
8
LPL Financial
California
$4.99M 97,949 +62 +0.1%
Wells Fargo
9
Wells Fargo
California
$4.84M 94,990 -6,129 -6%
Citadel Advisors
10
Citadel Advisors
Florida
$4.7M 92,236 +49,979 +118%
SI
11
Stephens Inc
Arkansas
$3.74M 73,412 +2,630 +4%
OSNBOA
12
Old Second National Bank of Aurora
Illinois
$3.5M 68,750 -917 -1%
MC
13
Martin & Co
Tennessee
$3.45M 67,651 +440 +0.7%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.79M 54,695 +18,697 +52%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$2.18M 42,707 -9,419 -18%
Ameriprise
16
Ameriprise
Minnesota
$1.79M 34,678 -7,788 -18%
RJA
17
Raymond James & Associates
Florida
$1.77M 34,637 -897 -3%
FWCM
18
Ferguson Wellman Capital Management
Oregon
$1.73M 33,982 -320 -0.9%
US Bancorp
19
US Bancorp
Minnesota
$1.62M 31,832 – –
Stifel Financial
20
Stifel Financial
Missouri
$1.27M 24,938 -5,835 -19%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$1.07M 21,043 -4,574 -18%
NSIM
22
North Star Investment Management
Illinois
$1.03M 20,150 -175 -0.9%
JIC
23
Joel Isaacson & Co
New York
$807K 15,825 – –
TCA
24
Transcend Capital Advisors
New Jersey
$739K 14,500 +14,500 New
TRCT
25
Tower Research Capital (TRC)
New York
$714K 14,001 -10,110 -42%
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