David Shaw’s iShares US Regional Banks ETF IAT Stock Holding History

David Shaw’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 Q2	–	Sell	-13,800	Closed	-$743K	–	5030
2026 Q1	$743K	Sell	13,800 -451	-3%	-$25.6K	﹤0.01%	3617
2025 Q4	$786K	Buy	+14,251	New	+$740K	﹤0.01%	3683
2025 Q1	–	Sell	-7,001	Closed	-$353K	–	4460
2024 Q4	$353K	Sell	7,001 -11,695	-63%	-$604K	﹤0.01%	3808
2024 Q3	$889K	Buy	+18,696	New	+$861K	﹤0.01%	3364
2024 Q2	–	Sell	-38,296	Closed	-$1.66M	–	4630
2024 Q1	$1.66M	Buy	38,296 +26,196	+216%	+$1.07M	﹤0.01%	2767
2023 Q4	$506K	Buy	+12,100	New	+$434K	﹤0.01%	3505

Other funds holding IAT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

David Shaw's IAT Position: Q2 2026 in Review

David Shaw sold out of iShares US Regional Banks ETF (IAT) in Q2 2026, closing a stake of 13,800 shares — an estimated $743K sold.

David Shaw first reported a position in IAT in Q4 2023 and held it in 6 quarters. The position peaked at $1.66M in Q1 2024. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

David Shaw reported no remaining iShares US Regional Banks ETF position as of Q2 2026 after selling out during the quarter.
David Shaw sold 13,800 iShares US Regional Banks ETF shares in Q2 2026, an estimated $743K.
David Shaw first reported a position in iShares US Regional Banks ETF in Q4 2023 and held it in 6 quarters.
David Shaw's iShares US Regional Banks ETF position peaked at $1.66M in Q1 2024.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on D.E. Shaw & Co's 13F filing for Q2 2026, filed 14 Aug 2026.