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iShares US Regional Banks ETF
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Overview Fund Activity

190 hedge funds and large institutions have $330M invested in iShares US Regional Banks ETF in 2024 Q4 according to their latest regulatory filings, with 52 funds opening new positions, 46 increasing their positions, 49 reducing their positions, and 13 closing their positions.

Holders
190
Holders Change
+35
Holders Change %
+22.58%
% of All Funds
2.53%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
52
Increased
46
Reduced
49
Closed
13
Calls
$7.74M
Puts
$14.1M
Net Calls
-$6.4M
Net Calls Change
-$2.12M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$24.8M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$10.8M
3
PFS
3
Prospera Financial Services
Texas
$7.63M
4
MWM
4
MinichMacGregor Wealth Management
New York
$7.02M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$7.78M

Top Sellers

1
Northwestern Mutual Wealth Management
1
Northwestern Mutual Wealth Management
Wisconsin
$5.73M
2
Ameriprise
2
Ameriprise
Minnesota
$5.89M
3
TRCT
3
Tower Research Capital (TRC)
New York
$0
4
GS
4
GTS Securities
New York
$0
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$721K
Name Market Value Shares Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$28.1M 558,641 +56,764 +11%
Morgan Stanley
2
Morgan Stanley
New York
$24.8M 493,313 +220,561 +81%
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$17.3M 342,559 -22,151 -6%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$16.6M 329,872 +62,886 +24%
US Bancorp
5
US Bancorp
Minnesota
$11.8M 235,082 -5,797 -2%
MML Investors Services
6
MML Investors Services
Massachusetts
$10.8M 213,529 +213,529 New
Wells Fargo
7
Wells Fargo
California
$10.7M 212,881 +63,174 +42%
LPL Financial
8
LPL Financial
California
$10.5M 208,878 +14,928 +8%
UBS Group
9
UBS Group
Switzerland
$10.1M 200,161 +17,585 +10%
Osaic Holdings
10
Osaic Holdings
Arizona
$10M 198,781 +118,934 +149%
Goldman Sachs
11
Goldman Sachs
New York
$8.61M 170,892 +67,733 +66%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$7.78M 154,487 +138,809 +885%
PFS
13
Prospera Financial Services
Texas
$7.63M 151,601 +151,601 New
MWM
14
MinichMacGregor Wealth Management
New York
$7.02M 139,490 +139,490 New
Raymond James Financial
15
Raymond James Financial
Florida
$6.35M 126,174 +126,174 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$5.93M 117,740 +5,841 +5%
Ameriprise
17
Ameriprise
Minnesota
$5.89M 116,910 -52,032 -31%
Northwestern Mutual Wealth Management
18
Northwestern Mutual Wealth Management
Wisconsin
$5.73M 113,815 -78,441 -41%
Truist Financial
19
Truist Financial
North Carolina
$5.51M 109,413 +23,682 +28%
CI
20
CacheTech Inc
Utah
$5.22M 103,563 +103,563 New
AWM
21
Adams Wealth Management
Utah
$5.22M 103,563 +103,563 New
Stifel Financial
22
Stifel Financial
Missouri
$4.61M 91,497 +76,121 +495%
SPIA
23
Steward Partners Investment Advisory
New York
$4.52M 89,782 +9,438 +12%
GF
24
Gimbal Financial
Indiana
$4.42M 87,825 +1,363 +2%
Citadel Advisors
25
Citadel Advisors
Florida
$4.25M 84,416 -20,401 -19%
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