Millennium Management’s iShares US Regional Banks ETF IAT Stock Holding History

Millennium Management’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 Q2	–	Sell	-16,786	Closed	-$783K	–	6073
2025 Q1	$783K	Buy	16,786 +329	+2%	+$16.5K	﹤0.01%	4530
2024 Q4	$829K	Sell	16,457 -9,833	-37%	-$508K	﹤0.01%	4354
2024 Q3	$1.25M	Buy	+26,290	New	+$1.21M	﹤0.01%	4097
2024 Q1	–	Sell	-8,824	Closed	-$369K	–	6389
2023 Q4	$369K	Buy	+8,824	New	+$317K	﹤0.01%	4834
2023 Q2	–	Sell	-36,282	Closed	-$1.3M	–	6361
2023 Q1	$1.3M	Buy	+36,282	New	+$1.7M	﹤0.01%	3849
2017 Q2	–	Sell	-8,000	Closed	-$358K	–	3624
2017 Q1	$358K	Buy	+8,000	New	+$369K	﹤0.01%	2972
2016 Q4	–	Sell	-11,111	Closed	-$391K	–	3493
2016 Q3	$391K	Buy	+11,111	New	+$381K	﹤0.01%	2710

Other funds holding IAT

EPFB

Employees Provident Fund Board Shah Alam, Malaysia $13.2B AUM 29.65% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Millennium Management's IAT Position: Q2 2025 in Review

Millennium Management sold out of iShares US Regional Banks ETF (IAT) in Q2 2025, closing a stake of 16,786 shares — an estimated $783K sold.

Millennium Management first reported a position in IAT in Q3 2016 and held it in 7 quarters. The position peaked at $1.3M in Q1 2023. 166 funds tracked by Wall St. Rank hold IAT as of Q2 2025.

Millennium Management reported no remaining iShares US Regional Banks ETF position as of Q2 2025 after selling out during the quarter.
Millennium Management sold 16,786 iShares US Regional Banks ETF shares in Q2 2025, an estimated $783K.
Millennium Management first reported a position in iShares US Regional Banks ETF in Q3 2016 and held it in 7 quarters.
Millennium Management's iShares US Regional Banks ETF position peaked at $1.3M in Q1 2023.
166 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2025.

Based on Millennium Management's 13F filing for Q2 2025, filed 14 Aug 2025.