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iShares US Regional Banks ETF
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Overview Fund Activity

139 hedge funds and large institutions have $501M invested in iShares US Regional Banks ETF in 2022 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 23 increasing their positions, 58 reducing their positions, and 46 closing their positions.

Holders
139
Holders Change
-27
Holders Change %
-16.27%
% of All Funds
2.35%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
23
Reduced
58
Closed
46
Calls
$1.01M
Puts
–
Net Calls
+$1.01M
Net Calls Change
-$263K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$8.16M
2
BNP Paribas Financial Markets
2
BNP Paribas Financial Markets
France
$2.46M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$3.44M
4
NFC
4
Northeast Financial Consultants
Connecticut
$1.24M
5
TRCT
5
Tower Research Capital (TRC)
New York
$1.22M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$341M
2
Morgan Stanley
2
Morgan Stanley
New York
$28.6M
3
SFI
3
SPC Financial Inc
Maryland
$329K
4
Wells Fargo
4
Wells Fargo
California
$14.8M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$4.16M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$341M 6,929,048 -2,581,165 -27%
Morgan Stanley
2
Morgan Stanley
New York
$28.6M 579,722 -650,459 -53%
Wells Fargo
3
Wells Fargo
California
$14.8M 300,851 -271,686 -47%
US Bancorp
4
US Bancorp
Minnesota
$10.8M 219,357 -2,820 -1%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$8.16M 165,599 +60,586 +58%
LPL Financial
6
LPL Financial
California
$7.94M 161,176 -7,036 -4%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$5.2M 105,572 -125 -0.1%
Ameriprise
8
Ameriprise
Minnesota
$5.06M 102,292 -77,852 -43%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.16M 84,497 -230,194 -73%
Goldman Sachs
10
Goldman Sachs
New York
$3.75M 76,025 +20,774 +38%
UBS Group
11
UBS Group
Switzerland
$3.61M 73,246 -194,511 -73%
CCA
12
Cottonwood Capital Advisors
Utah
$3.53M 71,666 -8,257 -10%
HighTower Advisors
13
HighTower Advisors
Illinois
$3.44M 69,682 +30,473 +78%
MC
14
Martin & Co
Tennessee
$3.37M 68,452 +2,102 +3%
Osaic Holdings
15
Osaic Holdings
Arizona
$3M 60,831 -64,547 -51%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$2.8M 56,821 -58,386 -51%
KAS
17
Kestra Advisory Services
Texas
$2.69M 54,487 -4,187 -7%
Truist Financial
18
Truist Financial
North Carolina
$2.51M 50,968 -1,390 -3%
BNP Paribas Financial Markets
19
BNP Paribas Financial Markets
France
$2.46M 50,000 +50,000 New
RJA
20
Raymond James & Associates
Florida
$1.98M 40,167 -31,331 -44%
AFS
21
Aft Forsyth & Sober
Florida
$1.97M 40,000 – –
SI
22
Stephens Inc
Arkansas
$1.93M 39,100 -4,598 -11%
BCM
23
BTR Capital Management
California
$1.81M 36,674 -550 -1%
CAN
24
Cetera Advisor Networks
California
$1.78M 36,029 -11,879 -25%
CAM
25
Carret Asset Management
New York
$1.51M 30,655 -150 -0.5%
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