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iShares US Regional Banks ETF
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Overview Fund Activity

181 hedge funds and large institutions have $322M invested in iShares US Regional Banks ETF in 2023 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 56 increasing their positions, 48 reducing their positions, and 23 closing their positions.

Holders
181
Holders Change
+25
Holders Change %
+16.03%
% of All Funds
2.65%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.01%
New
50
Increased
56
Reduced
48
Closed
23
Calls
$3.71M
Puts
$3.71M
Net Calls
–
Net Calls Change
-$2.07M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$54.4M
2
HCA
2
Heck Capital Advisors
Wisconsin
$9.43M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$16.6M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$9.69M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$6.24M

Top Sellers

1
RCYC
1
Richard C. Young & Co
Rhode Island
$0
2
BB
2
Bell Bank
North Dakota
$0
3
LIA
3
Luken Investment Analytics
Tennessee
$73.2K
4
AI
4
Arrien Investments
Idaho
$2.82M
5
CI
5
CX Institutional
Indiana
$3.05M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$54.4M 1,299,944 +765,936 +143%
Bank of America
2
Bank of America
North Carolina
$25.3M 604,724 -21,799 -3%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$16.6M 395,816 +149,210 +61%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$16.3M 388,985 +35,352 +10%
US Bancorp
5
US Bancorp
Minnesota
$16M 382,388 -9,084 -2%
Wells Fargo
6
Wells Fargo
California
$14.4M 343,389 +17,169 +5%
Truist Financial
7
Truist Financial
North Carolina
$12.5M 298,938 +79,870 +36%
BIA
8
Barry Investment Advisors
Massachusetts
$12.1M 290,276 -1,283 -0.4%
LPL Financial
9
LPL Financial
California
$10.7M 255,059 +35,418 +16%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$9.69M 231,569 +107,858 +87%
HCA
11
Heck Capital Advisors
Wisconsin
$9.43M 225,452 +225,452 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$8.31M 198,709 +71,281 +56%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$7.65M 182,949 -54,755 -23%
Ameriprise
14
Ameriprise
Minnesota
$7.64M 182,877 +25,139 +16%
BNP Paribas Financial Markets
15
BNP Paribas Financial Markets
France
$6.24M 149,022 +105,022 +239%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$5.88M 140,412 -10,761 -7%
Goldman Sachs
17
Goldman Sachs
New York
$4.67M 111,718 +56,991 +104%
AWC
18
Abundance Wealth Counselors
Pennsylvania
$3.85M 91,928 +5,509 +6%
UBS Group
19
UBS Group
Switzerland
$3.67M 87,697 -2,760 -3%
CAG
20
Crestwood Advisors Group
Massachusetts
$3.47M 82,819 -5,972 -7%
CI
21
CX Institutional
Indiana
$3.05M 72,946 -62,720 -46%
Osaic Holdings
22
Osaic Holdings
Arizona
$3.01M 71,855 -22,685 -24%
AI
23
Arrien Investments
Idaho
$2.82M 67,501 -90,898 -57%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$2.78M 66,374 +29,884 +82%
SPIA
25
Steward Partners Investment Advisory
New York
$2.72M 65,108 +100 +0.2%
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