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iShares US Regional Banks ETF
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Overview Fund Activity

92 hedge funds and large institutions have $61.6M invested in iShares US Regional Banks ETF in 2020 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 22 increasing their positions, 32 reducing their positions, and 9 closing their positions.

Holders
92
Holders Change
-3
Holders Change %
-3.16%
% of All Funds
1.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
22
Reduced
32
Closed
9
Calls
$301K
Puts
–
Net Calls
+$301K
Net Calls Change
-$61K

Top Buyers

1
RJA
1
Raymond James & Associates
Florida
$2M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$1.28M
3
TRCT
3
Tower Research Capital (TRC)
New York
$1M
4
PAG
4
Private Advisor Group
New Jersey
$1.02M
5
Goldman Sachs
5
Goldman Sachs
New York
$804K

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$1.18M
2
Bank of America
2
Bank of America
North Carolina
$8.71M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$1.76M
4
SPIA
4
Steward Partners Investment Advisory
New York
$108K
5
MIAN
5
Mariner Independent Advisor Network
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$8.71M 265,925 -63,856 -19%
Morgan Stanley
2
Morgan Stanley
New York
$8.35M 255,171 -459 -0.2%
US Bancorp
3
US Bancorp
Minnesota
$4.95M 151,127 -12,060 -7%
LPL Financial
4
LPL Financial
California
$2.84M 86,805 -10,859 -11%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$2.82M 86,208 -6,675 -7%
SI
6
Stephens Inc
Arkansas
$2.48M 75,849 +77 +0.1%
MC
7
Martin & Co
Tennessee
$2.29M 69,860 -830 -1%
Citadel Advisors
8
Citadel Advisors
Florida
$2.25M 68,860 -9,299 -12%
RJA
9
Raymond James & Associates
Florida
$2M 60,972 +39,963 +190%
Wells Fargo
10
Wells Fargo
California
$1.8M 55,118 -16,981 -24%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$1.76M 53,878 -53,772 -50%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$1.61M 49,853 -20 -0%
BCM
13
BTR Capital Management
California
$1.48M 45,204 -6,630 -13%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$1.28M 39,061 +30,738 +369%
UBS Group
15
UBS Group
Switzerland
$1.18M 35,945 -68,165 -65%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.06M 32,338 -3,755 -10%
PAG
17
Private Advisor Group
New Jersey
$1.02M 31,286 +22,979 +277%
TRCT
18
Tower Research Capital (TRC)
New York
$1M 30,622 +23,486 +329%
CS
19
Credit Suisse
Switzerland
$814K 24,851 – –
Goldman Sachs
20
Goldman Sachs
New York
$804K 24,550 +11,250 +85%
Osaic Holdings
21
Osaic Holdings
Arizona
$699K 21,395 -5,429 -20%
NSIM
22
North Star Investment Management
Illinois
$598K 18,250 -500 -3%
TFF
23
The Family Firm
Maryland
$555K 16,965 +637 +4%
JIC
24
Joel Isaacson & Co
New York
$518K 15,825 – –
TCA
25
Transcend Capital Advisors
New Jersey
$475K 14,500 – –
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