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iShares US Regional Banks ETF
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Overview Fund Activity

130 hedge funds and large institutions have $872M invested in iShares US Regional Banks ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 51 increasing their positions, 35 reducing their positions, and 10 closing their positions.

Holders
130
Holders Change
–
Holders Change %
0%
% of All Funds
2.28%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
12
Increased
51
Reduced
35
Closed
10
Calls
$824K
Puts
–
Net Calls
+$824K
Net Calls Change
+$387K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$559M
2
Wells Fargo
2
Wells Fargo
California
$37M
3
KAS
3
Kestra Advisory Services
Texas
$2.63M
4
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$3.11M
5
Ameriprise
5
Ameriprise
Minnesota
$9.68M

Top Sellers

1
Citadel Advisors
1
Citadel Advisors
Florida
$774K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$16.2M
3
SFI
3
SPC Financial Inc
Maryland
$19.5M
4
Morgan Stanley
4
Morgan Stanley
New York
$51.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$1.74M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$559M 9,238,217 +8,688,372 +1,580%
Morgan Stanley
2
Morgan Stanley
New York
$51.3M 846,541 -34,547 -4%
Wells Fargo
3
Wells Fargo
California
$37M 611,599 +69,431 +13%
SFI
4
SPC Financial Inc
Maryland
$19.5M 322,439 -40,894 -11%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$16.2M 267,574 -45,359 -14%
MML Investors Services
6
MML Investors Services
Massachusetts
$10.5M 172,916 +16,112 +10%
MWM
7
MinichMacGregor Wealth Management
New York
$10.5M 172,777 +367 +0.2%
US Bancorp
8
US Bancorp
Minnesota
$10.3M 170,721 +2,167 +1%
ASN
9
Advisory Services Network
Georgia
$10.3M 169,697 +20,681 +14%
Ameriprise
10
Ameriprise
Minnesota
$9.68M 159,818 +36,646 +30%
Stifel Financial
11
Stifel Financial
Missouri
$9.59M 158,330 +7,311 +5%
UBS Group
12
UBS Group
Switzerland
$9.53M 157,345 -1,588 -1%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$8.2M 135,386 -1,268 -0.9%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$6.51M 107,545 +1,014 +1%
Rockefeller Capital Management
15
Rockefeller Capital Management
New York
$6.43M 106,240 +4,429 +4%
Osaic Holdings
16
Osaic Holdings
Arizona
$5.56M 91,856 +2,538 +3%
LPL Financial
17
LPL Financial
California
$5.11M 84,382 -528 -0.6%
SI
18
Stephens Inc
Arkansas
$4.61M 76,128 +92 +0.1%
CCA
19
Cadent Capital Advisors
Oklahoma
$4.4M 72,570 +4,279 +6%
MC
20
Martin & Co
Tennessee
$4.33M 71,484 +5,730 +9%
RJA
21
Raymond James & Associates
Florida
$4.07M 67,177 -744 -1%
Goldman Sachs
22
Goldman Sachs
New York
$4.04M 66,664 +9,399 +16%
SMG
23
Spectrum Management Group
Indiana
$3.39M 56,013 +4,613 +9%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$3.11M 51,356 +40,089 +356%
KAS
25
Kestra Advisory Services
Texas
$2.63M 43,463 +43,463 New
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