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iShares US Regional Banks ETF
IAT

Overview Fund Activity

157 hedge funds and large institutions have $255M invested in iShares US Regional Banks ETF in 2025 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 53 reducing their positions, and 30 closing their positions.

Holders
157
Holders Change
-22
Holders Change %
-12.29%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
50
Reduced
53
Closed
30
Calls
$1.4M
Puts
$1.8M
Net Calls
-$397K
Net Calls Change
+$307K

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$23.3M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$2.26M
3
Jones Financial Companies
3
Jones Financial Companies
Missouri
$3.72M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$4.64M
5
ASN
5
Advisory Services Network
Georgia
$2.85M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$23.3M
2
Bank of America
2
Bank of America
North Carolina
$19.3M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$0
4
PFS
4
Prospera Financial Services
Texas
$0
5
MWM
5
MinichMacGregor Wealth Management
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$23.3M 471,034 -262,994 -36%
Wells Fargo
2
Wells Fargo
California
$23.3M 469,951 +255,810 +119%
Bank of America
3
Bank of America
North Carolina
$19.3M 390,505 -229,534 -37%
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$17.9M 360,619 +1,941 +0.5%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$12.1M 244,359 -43,299 -15%
US Bancorp
6
US Bancorp
Minnesota
$10.5M 212,575 -18,010 -8%
LPL Financial
7
LPL Financial
California
$10.3M 208,230 -5,310 -2%
Osaic Holdings
8
Osaic Holdings
Arizona
$9.39M 186,509 -29,013 -13%
Ameriprise
9
Ameriprise
Minnesota
$8.64M 174,308 +4,486 +3%
Goldman Sachs
10
Goldman Sachs
New York
$7.91M 159,565 -31,197 -16%
UBS Group
11
UBS Group
Switzerland
$7.09M 143,150 -104,828 -42%
Truist Financial
12
Truist Financial
North Carolina
$7.04M 142,066 -22,105 -13%
Raymond James Financial
13
Raymond James Financial
Florida
$5.38M 108,499 -19,762 -15%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$5.27M 106,403 -9,183 -8%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$4.64M 93,699 +17,682 +23%
Northwestern Mutual Wealth Management
16
Northwestern Mutual Wealth Management
Wisconsin
$4.05M 81,688 -3,493 -4%
SPIA
17
Steward Partners Investment Advisory
New York
$3.9M 78,783 -12,369 -14%
Two Sigma Investments
18
Two Sigma Investments
New York
$3.76M 75,900 -6,800 -8%
Jones Financial Companies
19
Jones Financial Companies
Missouri
$3.72M 75,272 +18,418 +32%
MC
20
Martin & Co
Tennessee
$2.98M 60,120 -468 -0.8%
Citadel Advisors
21
Citadel Advisors
Florida
$2.85M 57,593 -34,456 -37%
ASN
22
Advisory Services Network
Georgia
$2.85M 56,828 +17,031 +43%
KIA
23
KCM Investment Advisors
California
$2.75M 55,555 +1,429 +3%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$2.75M 55,508 -3,926 -7%
CAG
25
Crestwood Advisors Group
Massachusetts
$2.55M 51,532 -1,025 -2%
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