Citadel Advisors
IAT icon

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 		$1.45M Buy
26,900
+2,300
+9% +$130K ﹤0.01% 6793
2025
Q4 		$1.36M Buy
24,600
+10,100
+70% +$525K ﹤0.01% 6741
2025
Q3 		$762K Sell
14,500
-7,500
-34% -$391K ﹤0.01% 8148
2025
Q2 		$1.09M Sell
22,000
-19,800
-47% -$902K ﹤0.01% 6907
2025
Q1 		$1.95M Sell
41,800
-36,300
-46% -$1.82M ﹤0.01% 5580
2024
Q4 		$3.93M Buy
78,100
+33,300
+74% +$1.72M ﹤0.01% 4362
2024
Q3 		$2.13M Sell
44,800
-36,200
-45% -$1.67M ﹤0.01% 5420
2024
Q2 		$3.36M Sell
81,000
-600
-0.7% -$24.8K ﹤0.01% 4381
2024
Q1 		$3.54M Buy
81,600
+36,300
+80% +$1.49M ﹤0.01% 4523
2023
Q4 		$1.9M Buy
45,300
+23,600
+109% +$847K ﹤0.01% 5456
2023
Q3 		$729K Sell
21,700
-14,600
-40% -$525K ﹤0.01% 7259
2023
Q2 		$1.23M Sell
36,300
-101,100
-74% -$3.4M ﹤0.01% 6036
2023
Q1 		$4.92M Buy
137,400
+133,300
+3,251% +$6.23M ﹤0.01% 3843
2022
Q4 		$195K Buy
+4,100
New +$201K ﹤0.01% 10177
2018
Q3 		– Sell
-8,200
Closed -$403K – 9435
2018
Q2 		$403K Sell
8,200
-4,300
-34% -$220K ﹤0.01% 6721
2018
Q1 		$630K Buy
+12,500
New +$653K ﹤0.01% 5504
2017
Q2 		– Sell
-11,200
Closed -$502K – 7720
2017
Q1 		$502K Buy
+11,200
New +$517K ﹤0.01% 5009

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.