MML Investors Services
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MML Investors Services’s iShares US Regional Banks ETF IAT Stock Holding History

MML Investors Services’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
-198,527
Closed -$9.26M – 2838
2025
Q1 		$9.26M Sell
198,527
-15,002
-7% -$752K 0.03% 496
2024
Q4 		$10.8M Buy
+213,529
New +$11M 0.04% 426
2023
Q1 		– Sell
-5,502
Closed -$262K – 2171
2022
Q4 		$262K Sell
5,502
-132
-2% -$6.48K ﹤0.01% 1865
2022
Q3 		$269K Buy
5,634
+399
+8% +$20.7K ﹤0.01% 1750
2022
Q2 		$258K Sell
5,235
-167,647
-97% -$8.93M ﹤0.01% 1763
2022
Q1 		$10.2M Sell
172,882
-24,450
-12% -$1.55M 0.07% 275
2021
Q4 		$12.2M Buy
197,332
+24,416
+14% +$1.54M 0.09% 239
2021
Q3 		$10.5M Buy
172,916
+16,112
+10% +$927K 0.08% 263
2021
Q2 		$9.02M Buy
156,804
+21,104
+16% +$1.25M 0.08% 269
2021
Q1 		$7.69M Buy
+135,700
New +$7.18M 0.07% 269
2020
Q1 		– Sell
-5,671
Closed -$289K – 1466
2019
Q4 		$289K Sell
5,671
-87
-2% -$4.24K ﹤0.01% 1250
2019
Q3 		$268K Sell
5,758
-29,625
-84% -$1.35M ﹤0.01% 1250
2019
Q2 		$1.62M Buy
35,383
+475
+1% +$21.7K 0.02% 558
2019
Q1 		$1.52M Sell
34,908
-14,920
-30% -$673K 0.02% 553
2018
Q4 		$1.99M Sell
49,828
-39,313
-44% -$1.78M 0.04% 417
2018
Q3 		$4.37M Buy
89,141
+32,962
+59% +$1.69M 0.07% 258
2018
Q2 		$2.76M Buy
56,179
+14,576
+35% +$746K 0.06% 284
2018
Q1 		$2.1M Buy
41,603
+12,258
+42% +$640K 0.04% 339
2017
Q4 		$1.45M Buy
29,345
+3,820
+15% +$183K 0.03% 429
2017
Q3 		$1.21M Buy
25,525
+1,885
+8% +$85.2K 0.02% 449
2017
Q2 		$1.08M Buy
+23,640
New +$1.05M 0.02% 485

Other funds holding IAT

EPFB
Employees Provident Fund Board Shah Alam, Malaysia $13.2B AUM 29.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

MML Investors Services's IAT Position: Q2 2025 in Review

MML Investors Services sold out of iShares US Regional Banks ETF (IAT) in Q2 2025, closing a stake of 198,527 shares — an estimated $9.26M sold.

MML Investors Services first reported a position in IAT in Q2 2017 and held it in 21 quarters. The position peaked at $12.2M in Q4 2021. 166 funds tracked by Wall St. Rank hold IAT as of Q2 2025.

  • MML Investors Services reported no remaining iShares US Regional Banks ETF position as of Q2 2025 after selling out during the quarter.
  • MML Investors Services sold 198,527 iShares US Regional Banks ETF shares in Q2 2025, an estimated $9.26M.
  • MML Investors Services first reported a position in iShares US Regional Banks ETF in Q2 2017 and held it in 21 quarters.
  • MML Investors Services's iShares US Regional Banks ETF position peaked at $12.2M in Q4 2021.
  • 166 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2025.

Based on MML Investors Services's 13F filing for Q2 2025, filed 14 Aug 2025.