IAT icon

iShares US Regional Banks ETF
IAT

Overview Fund Activity

159 hedge funds and large institutions have $969M invested in iShares US Regional Banks ETF in 2021 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 55 increasing their positions, 36 reducing their positions, and 8 closing their positions.

Holders
159
Holders Change
+29
Holders Change %
+22.31%
% of All Funds
2.46%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
38
Increased
55
Reduced
36
Closed
8
Calls
$816K
Puts
$506K
Net Calls
+$310K
Net Calls Change
-$514K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$611M
2
EE
2
EWG Elevate
California
$6.5M
3
Morgan Stanley
3
Morgan Stanley
New York
$58.4M
4
CCA
4
Cottonwood Capital Advisors
Utah
$4.36M
5
NWM
5
Northcape Wealth Management
New York
$3.78M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$8.35M
2
SI
2
Stephens Inc
Arkansas
$3.41M
3
FTUS
3
Flow Traders U.S.
New York
$547K
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$531K
5
CFA
5
Carroll Financial Associates
North Carolina
$310K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$611M 9,885,715 +647,498 +7%
Morgan Stanley
2
Morgan Stanley
New York
$58.4M 946,211 +99,670 +12%
Wells Fargo
3
Wells Fargo
California
$37.1M 600,656 -10,943 -2%
SFI
4
SPC Financial Inc
Maryland
$20.2M 326,782 +4,343 +1%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$17.3M 279,483 +11,909 +4%
MML Investors Services
6
MML Investors Services
Massachusetts
$12.2M 197,332 +24,416 +14%
ASN
7
Advisory Services Network
Georgia
$11.3M 182,458 +12,761 +8%
MWM
8
MinichMacGregor Wealth Management
New York
$10.9M 177,095 +4,318 +2%
US Bancorp
9
US Bancorp
Minnesota
$10.7M 172,603 +1,882 +1%
Stifel Financial
10
Stifel Financial
Missouri
$9.99M 161,746 +3,416 +2%
Ameriprise
11
Ameriprise
Minnesota
$9.92M 160,585 +767 +0.5%
UBS Group
12
UBS Group
Switzerland
$8.35M 135,175 -22,170 -14%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$7.72M 124,953 -10,433 -8%
Rockefeller Capital Management
14
Rockefeller Capital Management
New York
$7.47M 120,875 +14,635 +14%
EE
15
EWG Elevate
California
$6.5M 105,217 +105,217 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$6.47M 104,688 -2,857 -3%
LPL Financial
17
LPL Financial
California
$6.41M 103,756 +19,374 +23%
Osaic Holdings
18
Osaic Holdings
Arizona
$6.23M 100,910 +9,054 +10%
Goldman Sachs
19
Goldman Sachs
New York
$5.18M 83,847 +17,183 +26%
SMG
20
Spectrum Management Group
Indiana
$5.02M 81,344 +25,331 +45%
RJA
21
Raymond James & Associates
Florida
$4.63M 74,935 +7,758 +12%
CCA
22
Cadent Capital Advisors
Oklahoma
$4.55M 73,603 +1,033 +1%
MC
23
Martin & Co
Tennessee
$4.38M 70,977 -507 -0.7%
CCA
24
Cottonwood Capital Advisors
Utah
$4.36M 70,623 +70,623 New
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$4.34M 70,183 +32,664 +87%
1
2 3 4 5