Bank of New York Mellon
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Bank of New York Mellon’s iShares US Regional Banks ETF IAT Stock Holding History

Bank of New York Mellon’s Portfolio IAT Stock Details IAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,633
Closed -$233K – 4139
2024
Q4 		$233K Buy
+4,633
New +$239K ﹤0.01% 3897

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EPFB
Employees Provident Fund Board Shah Alam, Malaysia $13.2B AUM 29.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon's IAT Position: Q1 2025 in Review

Bank of New York Mellon sold out of iShares US Regional Banks ETF (IAT) in Q1 2025, closing a stake of 4,633 shares — an estimated $233K sold.

Bank of New York Mellon first reported a position in IAT in Q4 2024 and held it in 1 quarter. The position peaked at $233K in Q4 2024. 185 funds tracked by Wall St. Rank hold IAT as of Q1 2025.

  • Bank of New York Mellon reported no remaining iShares US Regional Banks ETF position as of Q1 2025 after selling out during the quarter.
  • Bank of New York Mellon sold 4,633 iShares US Regional Banks ETF shares in Q1 2025, an estimated $233K.
  • Bank of New York Mellon first reported a position in iShares US Regional Banks ETF in Q4 2024 and held it in 1 quarter.
  • Bank of New York Mellon's iShares US Regional Banks ETF position peaked at $233K in Q4 2024.
  • 185 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2025.

Based on Bank of New York Mellon's 13F filing for Q1 2025, filed 29 Apr 2025.