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iShares US Regional Banks ETF
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Overview Fund Activity

155 hedge funds and large institutions have $225M invested in iShares US Regional Banks ETF in 2024 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 44 increasing their positions, 47 reducing their positions, and 15 closing their positions.

Holders
155
Holders Change
+8
Holders Change %
+5.44%
% of All Funds
2.24%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
24
Increased
44
Reduced
47
Closed
15
Calls
$7.08M
Puts
$11.4M
Net Calls
-$4.27M
Net Calls Change
-$8.15M

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$23.9M
2
GF
2
Gimbal Financial
Indiana
$4.28M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$17.3M
4
SWC
4
Spectrum Wealth Counsel
Indiana
$3.12M
5
Citadel Advisors
5
Citadel Advisors
Florida
$4.98M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$13M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$9.14M
3
Wells Fargo
3
Wells Fargo
California
$7.12M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$4.71M
5
Jane Street
5
Jane Street
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$23.9M 501,877 +141,206 +39%
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$17.3M 364,710 +70,206 +24%
Morgan Stanley
3
Morgan Stanley
New York
$13M 272,752 -146,016 -35%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$12.7M 266,986 -6,387 -2%
US Bancorp
5
US Bancorp
Minnesota
$11.5M 240,879 -7,075 -3%
LPL Financial
6
LPL Financial
California
$9.22M 193,950 +6,365 +3%
Northwestern Mutual Wealth Management
7
Northwestern Mutual Wealth Management
Wisconsin
$9.14M 192,256 -139,338 -42%
UBS Group
8
UBS Group
Switzerland
$8.68M 182,576 +19,723 +12%
Ameriprise
9
Ameriprise
Minnesota
$8.05M 168,942 +18,166 +12%
Wells Fargo
10
Wells Fargo
California
$7.12M 149,707 -111,571 -43%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$5.32M 111,899 -1,435 -1%
Citadel Advisors
12
Citadel Advisors
Florida
$4.98M 104,817 +61,860 +144%
Goldman Sachs
13
Goldman Sachs
New York
$4.9M 103,159 +20,456 +25%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$4.71M 99,084 -85,704 -46%
GF
15
Gimbal Financial
Indiana
$4.28M 86,462 +86,462 New
Truist Financial
16
Truist Financial
North Carolina
$4.08M 85,731 +4,964 +6%
SPIA
17
Steward Partners Investment Advisory
New York
$3.82M 80,344 +11 +0%
Osaic Holdings
18
Osaic Holdings
Arizona
$3.8M 79,847 +34,025 +74%
SWC
19
Spectrum Wealth Counsel
Indiana
$3.12M 65,655 +65,655 New
MC
20
Martin & Co
Tennessee
$3M 63,009 -144 -0.2%
CI
21
CX Institutional
Indiana
$2.84M 59,804 -1,921 -3%
CAG
22
Crestwood Advisors Group
Massachusetts
$2.82M 59,416 -800 -1%
ECG
23
Edge Capital Group
Georgia
$2.7M 56,789 -2,795 -5%
KIA
24
KCM Investment Advisors
California
$2.46M 51,762 +2,113 +4%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.21M 46,528 +20,762 +81%
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