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iShares US Regional Banks ETF
IAT

Overview Fund Activity

131 hedge funds and large institutions have $291M invested in iShares US Regional Banks ETF in 2021 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 43 increasing their positions, 24 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+25
Holders Change %
+23.58%
% of All Funds
2.31%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
37
Increased
43
Reduced
24
Closed
9
Calls
$725K
Puts
–
Net Calls
+$725K
Net Calls Change
+$725K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$49.1M
2
Wells Fargo
2
Wells Fargo
California
$24.6M
3
SFI
3
SPC Financial Inc
Maryland
$19.9M
4
Bank of America
4
Bank of America
North Carolina
$30.9M
5
MWM
5
MinichMacGregor Wealth Management
New York
$9.39M

Top Sellers

1
BNP Paribas Financial Markets
1
BNP Paribas Financial Markets
France
$0
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.13M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$747K
4
HF
4
HRT Financial
New York
$0
5
CS
5
Credit Suisse
Switzerland
$680K
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$49.1M +$36.1M +637,463 +278%
Bank of America
2
Bank of America
North Carolina
$30.9M +$16.6M +293,057 +116%
Wells Fargo
3
Wells Fargo
California
$24.6M +$20.4M +359,716 +488%
SFI
4
SPC Financial Inc
Maryland
$19.9M +$19.9M +351,882 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.6M +$8.62M +152,179 +290%
US Bancorp
6
US Bancorp
Minnesota
$9.57M +$375K +6,621 +4%
MWM
7
MinichMacGregor Wealth Management
New York
$9.39M +$9.39M +165,686 New
Stifel Financial
8
Stifel Financial
Missouri
$8.44M +$7.89M +139,204 +1,436%
ASN
9
Advisory Services Network
Georgia
$7.73M +$7.53M +132,853 +3,817%
MML Investors Services
10
MML Investors Services
Massachusetts
$7.69M +$7.69M +135,700 New
UBS Group
11
UBS Group
Switzerland
$7.4M +$5.53M +97,664 +297%
Ameriprise
12
Ameriprise
Minnesota
$5.99M +$4.88M +86,051 +438%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$5.82M +$219K +3,862 +4%
LPL Financial
14
LPL Financial
California
$4.94M +$387K +6,834 +9%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$4.68M +$2.72M +48,027 +139%
SI
16
Stephens Inc
Arkansas
$4.39M +$253K +4,456 +6%
SMG
17
Spectrum Management Group
Indiana
$3.92M +$3.92M +69,076 New
MC
18
Martin & Co
Tennessee
$3.89M -$77K -1,359 -2%
CCA
19
Cadent Capital Advisors
Oklahoma
$3.62M +$3.62M +63,938 New
Osaic Holdings
20
Osaic Holdings
Arizona
$3.18M +$1.93M +34,074 +155%
Goldman Sachs
21
Goldman Sachs
New York
$3.08M +$1.69M +29,850 +122%
SAM
22
Synergy Asset Management
Washington
$2.96M +$2.96M +52,167 New
RJA
23
Raymond James & Associates
Florida
$2.91M +$1.61M +28,449 +125%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$2.67M +$2.02M +35,696 +311%
BCM
25
BTR Capital Management
California
$2.31M -$15.6K -275 -0.7%
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