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iShares US Regional Banks ETF
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Overview Fund Activity

106 hedge funds and large institutions have $98.7M invested in iShares US Regional Banks ETF in 2020 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 33 increasing their positions, 17 reducing their positions, and 6 closing their positions.

Holders
106
Holders Change
+14
Holders Change %
+15.22%
% of All Funds
1.88%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
33
Reduced
17
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$9.07M
2
AWM
2
AE Wealth Management
Kansas
$1.38M
3
TFA
3
Teamwork Financial Advisors
Texas
$1.37M
4
CAM
4
Carret Asset Management
New York
$1.02M
5
Wells Fargo
5
Wells Fargo
California
$3.34M

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$1.03M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$521K
3
Morgan Stanley
3
Morgan Stanley
New York
$10.4M
4
PAG
4
Private Advisor Group
New Jersey
$231K
5
TRCT
5
Tower Research Capital (TRC)
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$11.5M 252,830 -13,095 -5%
Morgan Stanley
2
Morgan Stanley
New York
$10.4M 228,915 -26,256 -10%
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$9.07M 200,000 +200,000 New
US Bancorp
4
US Bancorp
Minnesota
$7.36M 162,309 +11,182 +7%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$4.48M 98,788 +12,580 +15%
LPL Financial
6
LPL Financial
California
$3.64M 80,350 -6,455 -7%
Citadel Advisors
7
Citadel Advisors
Florida
$3.49M 77,048 +8,188 +12%
Wells Fargo
8
Wells Fargo
California
$3.34M 73,754 +18,636 +34%
SI
9
Stephens Inc
Arkansas
$3.31M 72,917 -2,932 -4%
MC
10
Martin & Co
Tennessee
$3.17M 70,005 +145 +0.2%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$2.38M 52,519 -1,359 -3%
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$2.28M 50,273 +420 +0.8%
BCM
13
BTR Capital Management
California
$1.86M 40,994 -4,210 -9%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$1.57M 34,635 +2,297 +7%
UBS Group
15
UBS Group
Switzerland
$1.49M 32,868 -3,077 -9%
AWM
16
AE Wealth Management
Kansas
$1.38M 30,394 +30,394 New
TFA
17
Teamwork Financial Advisors
Texas
$1.37M 30,211 +30,211 New
Creative Planning
18
Creative Planning
Kansas
$1.18M 26,032 +12,753 +96%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$1.13M 24,890 +16,468 +196%
CS
20
Credit Suisse
Switzerland
$1.13M 24,851 – –
Goldman Sachs
21
Goldman Sachs
New York
$1.11M 24,550 – –
RJA
22
Raymond James & Associates
Florida
$1.03M 22,807 -38,165 -63%
CAM
23
Carret Asset Management
New York
$1.02M 22,525 +22,525 New
TFF
24
The Family Firm
Maryland
$1M 20,131 +3,166 +19%
Osaic Holdings
25
Osaic Holdings
Arizona
$995K 21,924 +529 +2%
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