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iShares US Regional Banks ETF
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Overview Fund Activity

153 hedge funds and large institutions have $407M invested in iShares US Regional Banks ETF in 2023 Q1 according to their latest regulatory filings, with 46 funds opening new positions, 54 increasing their positions, 26 reducing their positions, and 30 closing their positions.

Holders
153
Holders Change
+15
Holders Change %
+10.87%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
46
Increased
54
Reduced
26
Closed
30
Calls
$5.83M
Puts
$10.5M
Net Calls
-$4.64M
Net Calls Change
-$4.81M

Top Buyers

1
BIA
1
Barry Investment Advisors
Massachusetts
$9.81M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$9.18M
3
Morgan Stanley
3
Morgan Stanley
New York
$16M
4
BB
4
Bell Bank
North Dakota
$7.98M
5
Goldman Sachs
5
Goldman Sachs
New York
$10M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$219M
2
TRCT
2
Tower Research Capital (TRC)
New York
$320K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$648K
4
SFWA
4
Summit Financial Wealth Advisors
Louisiana
$0
5
WP
5
WealthShield Partners
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$219M -$2.25M -62,889 -1%
Morgan Stanley
2
Morgan Stanley
New York
$16M +$8.29M +231,664 +108%
US Bancorp
3
US Bancorp
Minnesota
$12.3M +$3.67M +102,442 +42%
UBS Group
4
UBS Group
Switzerland
$10.4M +$7.07M +197,573 +215%
Goldman Sachs
5
Goldman Sachs
New York
$10M +$7.34M +205,205 +272%
BIA
6
Barry Investment Advisors
Massachusetts
$9.81M +$9.81M +274,074 New
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$9.18M +$8.64M +241,370 +1,583%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$8.74M +$6.16M +172,230 +239%
Wells Fargo
9
Wells Fargo
California
$8.19M +$2.63M +73,585 +47%
BB
10
Bell Bank
North Dakota
$7.98M +$7.98M +222,881 New
LPL Financial
11
LPL Financial
California
$7.43M +$1.67M +46,617 +29%
Truist Financial
12
Truist Financial
North Carolina
$7.17M +$5.27M +147,263 +277%
RJA
13
Raymond James & Associates
Florida
$6.45M +$5.23M +146,088 +428%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.5M +$1.88M +52,482 +72%
EWM
15
Endurance Wealth Management
Rhode Island
$3.97M +$3.97M +111,031 New
MOS
16
MGO One Seven
Ohio
$3.96M +$2.47M +68,876 +165%
BNP Paribas Financial Markets
17
BNP Paribas Financial Markets
France
$3.54M +$1.75M +49,000 +98%
AWM
18
Adams Wealth Management
Utah
$3.46M +$3.46M +96,741 New
Osaic Holdings
19
Osaic Holdings
Arizona
$2.55M +$34.9K +977 +1%
MC
20
Martin & Co
Tennessee
$2.52M -$42.1K -1,177 -2%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$2.3M +$1.09M +30,455 +90%
Citadel Advisors
22
Citadel Advisors
Florida
$2.19M +$892K +24,923 +69%
MCC
23
Money Concepts Capital
Florida
$2.07M +$1.81M +50,363 +683%
Ameriprise
24
Ameriprise
Minnesota
$2.04M -$35.8K -1,002 -2%
CCA
25
Cottonwood Capital Advisors
Utah
$2.01M -$18.6K -519 -0.9%
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