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iShares US Regional Banks ETF
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Overview Fund Activity

154 hedge funds and large institutions have $393M invested in iShares US Regional Banks ETF in 2023 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 60 increasing their positions, 32 reducing their positions, and 33 closing their positions.

Holders
154
Holders Change
+1
Holders Change %
+0.65%
% of All Funds
2.43%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.06%
New
35
Increased
60
Reduced
32
Closed
33
Calls
$22.1M
Puts
$4.57M
Net Calls
+$17.5M
Net Calls Change
+$22.2M

Top Buyers

1
RCYC
1
Richard C. Young & Co
Rhode Island
$24M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$16.5M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$7.98M
4
Wells Fargo
4
Wells Fargo
California
$12.2M
5
AI
5
Arrien Investments
Idaho
$4.4M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$152M
2
Goldman Sachs
2
Goldman Sachs
New York
$2.95M
3
UBS Group
3
UBS Group
Switzerland
$4.3M
4
RJA
4
Raymond James & Associates
Florida
$1.9M
5
MOS
5
MGO One Seven
Ohio
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$152M 4,480,253 -1,639,061 -27%
RCYC
2
Richard C. Young & Co
Rhode Island
$24M 708,571 +708,571 New
Morgan Stanley
3
Morgan Stanley
New York
$19.2M 566,352 +120,092 +27%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$16.5M 487,136 +242,874 +99%
US Bancorp
5
US Bancorp
Minnesota
$13.6M 401,255 +56,740 +16%
Wells Fargo
6
Wells Fargo
California
$12.2M 359,444 +130,601 +57%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$11M 326,093 +69,475 +27%
LPL Financial
8
LPL Financial
California
$10.9M 322,037 +114,439 +55%
BB
9
Bell Bank
North Dakota
$9.61M 283,899 +61,018 +27%
BIA
10
Barry Investment Advisors
Massachusetts
$9.52M 281,262 +7,188 +3%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$7.98M 235,856 +171,572 +267%
Truist Financial
12
Truist Financial
North Carolina
$7.48M 220,917 +20,474 +10%
BNP Paribas Financial Markets
13
BNP Paribas Financial Markets
France
$5.05M 149,100 +50,100 +51%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$4.54M 134,169 +8,360 +7%
AI
15
Arrien Investments
Idaho
$4.4M 130,102 +130,102 New
UBS Group
16
UBS Group
Switzerland
$4.3M 127,079 -162,307 -56%
JPMorgan Chase & Co
17
JPMorgan Chase & Co
New York
$4.22M 124,719 +91,279 +273%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$4.01M 118,374 -49,279 -29%
CI
19
CX Institutional
Indiana
$4M 118,038 +118,038 New
EWM
20
Endurance Wealth Management
Rhode Island
$3.72M 109,869 -1,162 -1%
SI
21
Stephens Inc
Arkansas
$3.21M 94,901 +57,147 +151%
Jane Street
22
Jane Street
New York
$2.96M 87,514 +81,838 +1,442%
Goldman Sachs
23
Goldman Sachs
New York
$2.95M 87,151 -193,424 -69%
HighTower Advisors
24
HighTower Advisors
Illinois
$2.78M 82,147 +62,693 +322%
Ameriprise
25
Ameriprise
Minnesota
$2.76M 81,513 +24,253 +42%
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