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iShares US Regional Banks ETF
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Overview Fund Activity

166 hedge funds and large institutions have $932M invested in iShares US Regional Banks ETF in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 62 increasing their positions, 40 reducing their positions, and 18 closing their positions.

Holders
166
Holders Change
+7
Holders Change %
+4.4%
% of All Funds
2.63%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
28
Increased
62
Reduced
40
Closed
18
Calls
$1.59M
Puts
$312K
Net Calls
+$1.27M
Net Calls Change
+$963K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$72.5M
2
UBS Group
2
UBS Group
Switzerland
$15.8M
3
LPL Financial
3
LPL Financial
California
$9.91M
4
US Bancorp
4
US Bancorp
Minnesota
$13.1M
5
Truist Financial
5
Truist Financial
North Carolina
$3.09M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$560M
2
Rockefeller Capital Management
2
Rockefeller Capital Management
New York
$1.55M
3
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$1.19M
4
TRCT
4
Tower Research Capital (TRC)
New York
$6K
5
Goldman Sachs
5
Goldman Sachs
New York
$3.26M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$560M 9,510,213 -375,502 -4%
Morgan Stanley
2
Morgan Stanley
New York
$72.5M 1,230,181 +283,970 +30%
Wells Fargo
3
Wells Fargo
California
$33.7M 572,537 -28,119 -5%
SFI
4
SPC Financial Inc
Maryland
$19.4M 329,589 +2,807 +0.9%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$18.5M 314,691 +35,208 +13%
UBS Group
6
UBS Group
Switzerland
$15.8M 267,757 +132,582 +98%
US Bancorp
7
US Bancorp
Minnesota
$13.1M 222,177 +49,574 +29%
Ameriprise
8
Ameriprise
Minnesota
$10.6M 180,144 +19,559 +12%
ASN
9
Advisory Services Network
Georgia
$10.2M 173,256 -9,202 -5%
MML Investors Services
10
MML Investors Services
Massachusetts
$10.2M 172,882 -24,450 -12%
MWM
11
MinichMacGregor Wealth Management
New York
$10.1M 170,987 -6,108 -3%
LPL Financial
12
LPL Financial
California
$9.91M 168,212 +64,456 +62%
Stifel Financial
13
Stifel Financial
Missouri
$9.39M 159,352 -2,394 -1%
Osaic Holdings
14
Osaic Holdings
Arizona
$7.4M 125,378 +24,468 +24%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$6.79M 115,207 -9,746 -8%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$6.23M 105,697 +1,009 +1%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$6.19M 105,013 +34,830 +50%
EE
18
EWG Elevate
California
$5.48M 92,925 -12,292 -12%
CCA
19
Cottonwood Capital Advisors
Utah
$4.71M 79,923 +9,300 +13%
CCA
20
Cadent Capital Advisors
Oklahoma
$4.31M 73,113 -490 -0.7%
RJA
21
Raymond James & Associates
Florida
$4.21M 71,498 -3,437 -5%
EF
22
Empowered Funds
Pennsylvania
$3.99M 67,633 +9,631 +17%
MC
23
Martin & Co
Tennessee
$3.91M 66,350 -4,627 -7%
SMG
24
Spectrum Management Group
Indiana
$3.9M 66,115 -15,229 -19%
NWM
25
Northcape Wealth Management
New York
$3.63M 61,684 +543 +0.9%
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