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iShares US Regional Banks ETF
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Overview Fund Activity

133 hedge funds and large institutions have $446M invested in iShares US Regional Banks ETF in 2022 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 49 reducing their positions, and 19 closing their positions.

Holders
133
Holders Change
-6
Holders Change %
-4.32%
% of All Funds
2.3%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
35
Reduced
49
Closed
19
Calls
$420K
Puts
–
Net Calls
+$420K
Net Calls Change
-$590K

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$2.37M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$4.14M
3
UBS Group
3
UBS Group
Switzerland
$4.07M
4
WP
4
WealthShield Partners
North Carolina
$973K
5
AR
5
Apeiron RIA
Texas
$359K

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$316M
2
Morgan Stanley
2
Morgan Stanley
New York
$15.2M
3
Wells Fargo
3
Wells Fargo
California
$8.62M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$3.63M
5
KAS
5
Kestra Advisory Services
Texas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$316M 6,621,131 -307,917 -4%
Morgan Stanley
2
Morgan Stanley
New York
$15.2M 318,462 -261,260 -45%
US Bancorp
3
US Bancorp
Minnesota
$10.4M 217,029 -2,328 -1%
Wells Fargo
4
Wells Fargo
California
$8.62M 180,513 -120,338 -40%
LPL Financial
5
LPL Financial
California
$7.62M 159,591 -1,585 -1%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$4.95M 103,679 -1,893 -2%
HighTower Advisors
7
HighTower Advisors
Illinois
$4.14M 86,539 +16,857 +24%
Ameriprise
8
Ameriprise
Minnesota
$4.08M 85,480 -16,812 -16%
UBS Group
9
UBS Group
Switzerland
$4.07M 85,266 +12,020 +16%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$4.06M 85,066 +569 +0.7%
Goldman Sachs
11
Goldman Sachs
New York
$3.75M 78,497 +2,472 +3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$3.63M 75,908 -89,691 -54%
MC
13
Martin & Co
Tennessee
$3.33M 69,648 +1,196 +2%
CCA
14
Cottonwood Capital Advisors
Utah
$3.32M 69,483 -2,183 -3%
Osaic Holdings
15
Osaic Holdings
Arizona
$2.89M 60,530 -301 -0.5%
Truist Financial
16
Truist Financial
North Carolina
$2.56M 53,519 +2,551 +5%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$2.48M 51,899 -4,922 -9%
BNP Paribas Financial Markets
18
BNP Paribas Financial Markets
France
$2.43M 50,992 +992 +2%
Citadel Advisors
19
Citadel Advisors
Florida
$2.37M 49,543 +43,935 +783%
AFS
20
Aft Forsyth & Sober
Florida
$1.91M 40,000 – –
RJA
21
Raymond James & Associates
Florida
$1.85M 38,650 -1,517 -4%
SI
22
Stephens Inc
Arkansas
$1.82M 38,040 -1,060 -3%
BCM
23
BTR Capital Management
California
$1.75M 36,674 – –
CWM
24
C2C Wealth Management
Arizona
$1.43M 28,034 – –
CAM
25
Carret Asset Management
New York
$1.43M 29,930 -725 -2%
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