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iShares US Regional Banks ETF
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Overview Fund Activity

147 hedge funds and large institutions have $194M invested in iShares US Regional Banks ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 56 reducing their positions, and 19 closing their positions.

Holders
147
Holders Change
-10
Holders Change %
-6.37%
% of All Funds
2.14%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
44
Reduced
56
Closed
19
Calls
$7.94M
Puts
$4.06M
Net Calls
+$3.88M
Net Calls Change
+$2.39M

Top Buyers

1
Two Sigma Investments
1
Two Sigma Investments
New York
$1.21M
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$11.3M
3
Goldman Sachs
3
Goldman Sachs
New York
$3.43M
4
HWMO
4
Heritage Wealth Management (Ohio)
Ohio
$728K
5
TRCT
5
Tower Research Capital (TRC)
New York
$1.13M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$17.4M
2
AWC
2
Abundance Wealth Counselors
Pennsylvania
$0
3
Citadel Advisors
3
Citadel Advisors
Florida
$1.78M
4
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$13.7M
5
Truist Financial
5
Truist Financial
North Carolina
$3.35M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$17.4M 418,768 -154,582 -27%
Bank of America
2
Bank of America
North Carolina
$15M 360,671 -658 -0.2%
Northwestern Mutual Wealth Management
3
Northwestern Mutual Wealth Management
Wisconsin
$13.7M 331,594 -76,633 -19%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$12.2M 294,504 +8,441 +3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.3M 273,373 +28,855 +12%
Wells Fargo
6
Wells Fargo
California
$10.8M 261,278 -11,152 -4%
US Bancorp
7
US Bancorp
Minnesota
$10.3M 247,954 -36,051 -13%
LPL Financial
8
LPL Financial
California
$7.78M 187,585 -56,471 -23%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$7.66M 184,788 -3,058 -2%
UBS Group
10
UBS Group
Switzerland
$6.75M 162,853 -7,158 -4%
Ameriprise
11
Ameriprise
Minnesota
$6.25M 150,776 -12,925 -8%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$4.7M 113,334 -8,266 -7%
Goldman Sachs
13
Goldman Sachs
New York
$3.43M 82,703 +26,211 +46%
Truist Financial
14
Truist Financial
North Carolina
$3.35M 80,767 -63,711 -44%
SPIA
15
Steward Partners Investment Advisory
New York
$3.33M 80,333 +6 +0%
MC
16
Martin & Co
Tennessee
$2.62M 63,153 -260 -0.4%
CI
17
CX Institutional
Indiana
$2.56M 61,725 -1,137 -2%
CAG
18
Crestwood Advisors Group
Massachusetts
$2.5M 60,216 -4,043 -6%
ECG
19
Edge Capital Group
Georgia
$2.47M 59,584 -7,495 -11%
Jane Street
20
Jane Street
New York
$2.22M 53,629 +11,329 +27%
KIA
21
KCM Investment Advisors
California
$2.06M 49,649 +720 +1%
Osaic Holdings
22
Osaic Holdings
Arizona
$1.9M 45,822 -15,724 -26%
Citadel Advisors
23
Citadel Advisors
Florida
$1.78M 42,957 -82,668 -66%
BRWA
24
B. Riley Wealth Advisors
Florida
$1.57M 37,983 -2,303 -6%
Wealth Enhancement Advisory Services
25
Wealth Enhancement Advisory Services
Minnesota
$1.55M 37,503 -1,044 -3%
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