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iShares US Regional Banks ETF
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Overview Fund Activity

157 hedge funds and large institutions have $240M invested in iShares US Regional Banks ETF in 2024 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 55 increasing their positions, 65 reducing their positions, and 29 closing their positions.

Holders
157
Holders Change
-24
Holders Change %
-13.26%
% of All Funds
2.28%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
55
Reduced
65
Closed
29
Calls
$5.93M
Puts
$4.45M
Net Calls
+$1.49M
Net Calls Change
+$1.49M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$7.38M
2
Citadel Advisors
2
Citadel Advisors
Florida
$5.45M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$12.4M
4
CWM
4
Chicago Wealth Management
Illinois
$2.14M
5
AWS
5
Atria Wealth Solutions
New York
$2.94M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.9M
2
BIA
2
Barry Investment Advisors
Massachusetts
$0
3
Bank of America
3
Bank of America
North Carolina
$15.7M
4
HCA
4
Heck Capital Advisors
Wisconsin
$0
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$1.71M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$24.9M 573,350 -726,594 -56%
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$17.7M 408,227 +19,242 +5%
Bank of America
3
Bank of America
North Carolina
$15.7M 361,329 -243,395 -40%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$12.4M 286,063 +54,494 +24%
US Bancorp
5
US Bancorp
Minnesota
$12.3M 284,005 -98,383 -26%
Wells Fargo
6
Wells Fargo
California
$11.8M 272,430 -70,959 -21%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$10.6M 244,518 -151,298 -38%
LPL Financial
8
LPL Financial
California
$10.6M 244,056 -11,003 -4%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$8.15M 187,846 +4,897 +3%
UBS Group
10
UBS Group
Switzerland
$7.38M 170,011 +82,314 +94%
Ameriprise
11
Ameriprise
Minnesota
$7.1M 163,701 -19,176 -10%
Truist Financial
12
Truist Financial
North Carolina
$6.27M 144,478 -154,460 -52%
Citadel Advisors
13
Citadel Advisors
Florida
$5.45M 125,625 +74,292 +145%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.28M 121,600 -18,812 -13%
AWC
15
Abundance Wealth Counselors
Pennsylvania
$4.31M 99,312 +7,384 +8%
SPIA
16
Steward Partners Investment Advisory
New York
$3.48M 80,327 +15,219 +23%
AWS
17
Atria Wealth Solutions
New York
$2.94M 67,690 +44,218 +188%
ECG
18
Edge Capital Group
Georgia
$2.91M 67,079 +16,649 +33%
CAG
19
Crestwood Advisors Group
Massachusetts
$2.79M 64,259 -18,560 -22%
MC
20
Martin & Co
Tennessee
$2.75M 63,413 -1,620 -2%
CI
21
CX Institutional
Indiana
$2.73M 62,862 -10,084 -14%
Osaic Holdings
22
Osaic Holdings
Arizona
$2.67M 61,546 -10,309 -14%
KWM
23
Kingsview Wealth Management
Oregon
$2.53M 58,423 +27,257 +87%
Goldman Sachs
24
Goldman Sachs
New York
$2.45M 56,492 -55,226 -49%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.31M 53,160 +18,118 +52%
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