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iShares US Regional Banks ETF
IAT

Overview Fund Activity

156 hedge funds and large institutions have $251M invested in iShares US Regional Banks ETF in 2023 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 38 increasing their positions, 58 reducing their positions, and 18 closing their positions.

Holders
156
Holders Change
+2
Holders Change %
+1.3%
% of All Funds
2.49%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
23
Increased
38
Reduced
58
Closed
18
Calls
$6.16M
Puts
$4.1M
Net Calls
+$2.07M
Net Calls Change
-$15.5M

Top Buyers

1
LIA
1
Luken Investment Analytics
Tennessee
$4.51M
2
CAG
2
Crestwood Advisors Group
Massachusetts
$2.98M
3
AWC
3
Abundance Wealth Counselors
Pennsylvania
$2.9M
4
Ameriprise
4
Ameriprise
Minnesota
$5.3M
5
Toronto Dominion Bank
5
Toronto Dominion Bank
Ontario, Canada
$1.85M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$21.1M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$8.29M
3
BNP Paribas Financial Markets
3
BNP Paribas Financial Markets
France
$1.48M
4
LPL Financial
4
LPL Financial
California
$7.38M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$600K
Name Market Value Shares Shares
Change 		Shares
Change %
RCYC
1
Richard C. Young & Co
Rhode Island
$23.8M 707,507 -1,064 -0.2%
Bank of America
2
Bank of America
North Carolina
$21.1M 626,523 -3,853,730 -86%
Morgan Stanley
3
Morgan Stanley
New York
$17.9M 534,008 -32,344 -6%
US Bancorp
4
US Bancorp
Minnesota
$13.2M 391,472 -9,783 -2%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$11.9M 353,633 +27,540 +8%
Wells Fargo
6
Wells Fargo
California
$11M 326,220 -33,224 -9%
BIA
7
Barry Investment Advisors
Massachusetts
$9.94M 291,559 +10,297 +4%
BB
8
Bell Bank
North Dakota
$9.22M 274,316 -9,583 -3%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$8.29M 246,606 -240,530 -49%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$7.99M 237,704 +1,848 +0.8%
LPL Financial
11
LPL Financial
California
$7.38M 219,641 -102,396 -32%
Truist Financial
12
Truist Financial
North Carolina
$7.36M 219,068 -1,849 -0.8%
AI
13
Arrien Investments
Idaho
$5.32M 158,399 +28,297 +22%
Ameriprise
14
Ameriprise
Minnesota
$5.3M 157,738 +76,225 +94%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$5.08M 151,173 +32,799 +28%
CI
16
CX Institutional
Indiana
$4.56M 135,666 +17,628 +15%
LIA
17
Luken Investment Analytics
Tennessee
$4.51M 134,081 +132,331 +7,562%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4.28M 127,428 -6,741 -5%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$4.16M 123,711 -1,008 -0.8%
Osaic Holdings
20
Osaic Holdings
Arizona
$3.18M 94,540 +18,509 +24%
UBS Group
21
UBS Group
Switzerland
$3.04M 90,457 -36,622 -29%
CAG
22
Crestwood Advisors Group
Massachusetts
$2.98M 88,791 +88,791 New
AWC
23
Abundance Wealth Counselors
Pennsylvania
$2.9M 86,419 +86,419 New
MC
24
Martin & Co
Tennessee
$2.27M 67,494 -348 -0.5%
SPIA
25
Steward Partners Investment Advisory
New York
$2.18M 65,008 +274 +0.4%
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