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iShares US Regional Banks ETF
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Overview Fund Activity

138 hedge funds and large institutions have $415M invested in iShares US Regional Banks ETF in 2022 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 40 increasing their positions, 40 reducing their positions, and 13 closing their positions.

Holders
138
Holders Change
+5
Holders Change %
+3.76%
% of All Funds
2.23%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
23
Increased
40
Reduced
40
Closed
13
Calls
$367K
Puts
$195K
Net Calls
+$172K
Net Calls Change
-$248K

Top Buyers

1
MOS
1
MGO One Seven
Ohio
$1.99M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$2.19M
3
US Bancorp
3
US Bancorp
Minnesota
$11.5M
4
SFWA
4
Summit Financial Wealth Advisors
Louisiana
$838K
5
Marshall Wace
5
Marshall Wace
United Kingdom
$1.09M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$295M
2
Morgan Stanley
2
Morgan Stanley
New York
$10.2M
3
HighTower Advisors
3
HighTower Advisors
Illinois
$1.25M
4
Ameriprise
4
Ameriprise
Minnesota
$2.78M
5
Wells Fargo
5
Wells Fargo
California
$7.4M
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$295M 6,182,203 -438,928 -7%
US Bancorp
2
US Bancorp
Minnesota
$11.5M 242,073 +25,044 +12%
Morgan Stanley
3
Morgan Stanley
New York
$10.2M 214,596 -103,866 -33%
LPL Financial
4
LPL Financial
California
$7.67M 160,981 +1,390 +0.9%
Wells Fargo
5
Wells Fargo
California
$7.4M 155,258 -25,255 -14%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$5.08M 106,681 +3,002 +3%
UBS Group
7
UBS Group
Switzerland
$4.37M 91,813 +6,547 +8%
Goldman Sachs
8
Goldman Sachs
New York
$3.59M 75,370 -3,127 -4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$3.49M 73,327 -2,581 -3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.43M 72,032 -13,034 -15%
MC
11
Martin & Co
Tennessee
$3.41M 71,515 +1,867 +3%
Osaic Holdings
12
Osaic Holdings
Arizona
$3.35M 70,265 +9,735 +16%
Ameriprise
13
Ameriprise
Minnesota
$2.78M 58,262 -27,218 -32%
CCA
14
Cottonwood Capital Advisors
Utah
$2.7M 56,718 -12,765 -18%
Truist Financial
15
Truist Financial
North Carolina
$2.53M 53,180 -339 -0.6%
BNP Paribas Financial Markets
16
BNP Paribas Financial Markets
France
$2.38M 50,000 -992 -2%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$2.19M 45,915 +31,547 +220%
MOS
18
MGO One Seven
Ohio
$1.99M 41,815 +41,815 New
AFS
19
Aft Forsyth & Sober
Florida
$1.91M 40,000 – –
TRCT
20
Tower Research Capital (TRC)
New York
$1.86M 38,981 +11,006 +39%
SI
21
Stephens Inc
Arkansas
$1.76M 36,981 -1,059 -3%
Citadel Advisors
22
Citadel Advisors
Florida
$1.73M 36,273 -13,270 -27%
RJA
23
Raymond James & Associates
Florida
$1.63M 34,164 -4,486 -12%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$1.61M 33,829 -18,070 -35%
CWM
25
C2C Wealth Management
Arizona
$1.36M 28,034 – –
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