Citadel Advisors
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Citadel Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Citadel Advisors’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
2026
Q1 		$323K Sell
6,000
-6,600
-52% -$374K ﹤0.01% 10312
2025
Q4 		$695K Sell
12,600
-8,400
-40% -$436K ﹤0.01% 8223
2025
Q3 		$1.1M Sell
21,000
-7,300
-26% -$381K ﹤0.01% 7328
2025
Q2 		$1.4M Buy
28,300
+11,000
+64% +$501K ﹤0.01% 6396
2025
Q1 		$807K Sell
17,300
-33,400
-66% -$1.68M ﹤0.01% 7422
2024
Q4 		$2.55M Sell
50,700
-23,400
-32% -$1.21M ﹤0.01% 5140
2024
Q3 		$3.52M Buy
74,100
+42,800
+137% +$1.97M ﹤0.01% 4514
2024
Q2 		$1.3M Buy
31,300
+19,300
+161% +$798K ﹤0.01% 6100
2024
Q1 		$521K Sell
12,000
-3,900
-25% -$160K ﹤0.01% 8302
2023
Q4 		$665K Sell
15,900
-80,100
-83% -$2.87M ﹤0.01% 7499
2023
Q3 		$3.23M Sell
96,000
-2,700
-3% -$97.2K ﹤0.01% 4351
2023
Q2 		$3.34M Buy
98,700
+43,000
+77% +$1.45M ﹤0.01% 4280
2023
Q1 		$1.99M Buy
55,700
+48,000
+623% +$2.24M ﹤0.01% 5375
2022
Q4 		$367K Sell
7,700
-1,100
-13% -$54K ﹤0.01% 8893
2022
Q3 		$420K Buy
8,800
+500
+6% +$26K ﹤0.01% 8849
2022
Q2 		$409K Sell
8,300
-100
-1% -$5.33K ﹤0.01% 9102
2022
Q1 		$495K Buy
8,400
+2,900
+53% +$184K ﹤0.01% 9429
2021
Q4 		$340K Buy
5,500
+1,000
+22% +$63.2K ﹤0.01% 10643
2021
Q3 		$273K Sell
4,500
-100
-2% -$5.75K ﹤0.01% 11259
2021
Q2 		$265K Sell
4,600
-1,100
-19% -$65.2K ﹤0.01% 11568
2021
Q1 		$323K Buy
+5,700
New +$302K ﹤0.01% 10677
2020
Q3 		– Sell
-11,400
Closed -$386K – 10345
2020
Q2 		$386K Buy
+11,400
New +$372K ﹤0.01% 7502
2020
Q1 		– Sell
-8,200
Closed -$418K – 9839
2019
Q4 		$418K Sell
8,200
-41,900
-84% -$2.04M ﹤0.01% 7096
2019
Q3 		$2.33M Buy
50,100
+14,900
+42% +$678K ﹤0.01% 4238
2019
Q2 		$1.62M Buy
35,200
+22,200
+171% +$1.01M ﹤0.01% 4887
2019
Q1 		$565K Buy
13,000
+4,400
+51% +$198K ﹤0.01% 6595
2018
Q4 		$343K Buy
8,600
+1,000
+13% +$45.3K ﹤0.01% 7032
2018
Q3 		$372K Buy
7,600
+1,800
+31% +$92K ﹤0.01% 7211
2018
Q2 		$285K Sell
5,800
-100
-2% -$5.12K ﹤0.01% 7302
2018
Q1 		$297K Sell
5,900
-3,000
-34% -$157K ﹤0.01% 6767
2017
Q4 		$439K Buy
8,900
+2,400
+37% +$115K ﹤0.01% 5853
2017
Q3 		$307K Buy
+6,500
New +$294K ﹤0.01% 6038
2016
Q4 		– Sell
-7,700
Closed -$271K – 7505
2016
Q3 		$271K Buy
+7,700
New +$264K ﹤0.01% 5835

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Citadel Advisors's IAT Position: Q1 2026 in Review

Citadel Advisors reduced its iShares US Regional Banks ETF (IAT) stake by 7.4% in Q1 2026, selling an estimated $141K and leaving 30,984 shares worth $1.67M. The position accounts for ﹤0.01% of the portfolio, ranked #6487.

Citadel Advisors first reported a position in IAT in Q2 2014 and has held it in 43 quarters since. The position peaked at $5.45M in Q1 2024. 166 funds tracked by Wall St. Rank hold IAT as of Q1 2026.

  • Citadel Advisors held 30,984 shares of iShares US Regional Banks ETF worth $1.67M as of Q1 2026.
  • Citadel Advisors sold 2,491 iShares US Regional Banks ETF shares in Q1 2026, an estimated $141K.
  • iShares US Regional Banks ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #6487 holding.
  • Citadel Advisors first reported a position in iShares US Regional Banks ETF in Q2 2014 and has held it in 43 quarters since.
  • Citadel Advisors's iShares US Regional Banks ETF position peaked at $5.45M in Q1 2024.
  • 166 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.