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iShares US Regional Banks ETF
IAT

173 hedge funds and large institutions have $314M invested in iShares US Regional Banks ETF in 2026 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 50 increasing their positions, 48 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 16

20% more capital invested

Capital invested by funds: $261M → $314M (+$52.4M)

4% more funds holding

Funds holding: 166 → 173 (+7)

1.88% more ownership

Funds ownership: 45.88% → 47.77% (+1.9%)

4% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 48

31% less call options, than puts

Call options by funds: $1.91M | Put options by funds: $2.76M

Holders
173
Holders Change
+7
Holders Change %
+4.22%
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
50
Reduced
48
Closed
16
Calls
$1.91M
Puts
$2.76M
Net Calls
-$852K
Net Calls Change
-$599K

Top Buyers

Rank Fund Capital Flow
1
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$8.77M
2
MCM
Monument Capital Management
Virginia
+$5.4M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$3.4M
4
Raymond James Financial
Raymond James Financial
Florida
+$2.65M
5
Bank of America
Bank of America
North Carolina
+$1.98M

Top Sellers

Rank Fund Capital Flow
1
IAA
Independent Advisor Alliance
North Carolina
-$3.11M
2
TRCT
Tower Research Capital (TRC)
New York
-$2.32M
3
Citadel Advisors
Citadel Advisors
Florida
-$1.8M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.29M
5
CAM
Carret Asset Management
New York
-$1.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
GPFA
26
Game Plan Financial Advisors
Ohio
$2.65M +$51.1K +880 +2%
CAG
27
Crestwood Advisors Group
Massachusetts
$2.64M -$172K -2,960 -7%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$2.63M +$128K +2,208 +6%
WC
29
Westwind Capital
New Mexico
$2.3M +$508K +8,747 +31%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$1.69M +$35K +602 +2%
Janney Montgomery Scott
31
Janney Montgomery Scott
Pennsylvania
$1.52M +$114K +1,956 +9%
BPA
32
Beacon Pointe Advisors
California
$1.5M -$173K -2,976 -11%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$1.32M +$55.4K +954 +5%
CCA
34
Cadent Capital Advisors
Oklahoma
$1.3M -$29.1K -500 -2%
Wealth Enhancement Advisory Services
35
Wealth Enhancement Advisory Services
Minnesota
$1.3M +$85.1K +1,465 +8%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$1.29M -$27.6K -475 -2%
AAM
37
Augustine Asset Management
Florida
$1.24M – – –
FSBI
38
Fearless Solutions (Best Invest)
Texas
$1.14M -$407 -7 -0%
CCM
39
Cutler Capital Management
Massachusetts
$1.12M – – –
HWMO
40
Heritage Wealth Management (Ohio)
Ohio
$1.11M +$1.04M +17,850 New
Stifel Financial
41
Stifel Financial
Missouri
$1.04M -$18.8K -324 -2%
DWM
42
Dakota Wealth Management
Florida
$1.03M -$109K -1,884 -10%
AWA
43
Asempa Wealth Advisors
Louisiana
$942K +$1.05K +18 +0.1%
TCA
44
Transcend Capital Advisors
New Jersey
$902K – – –
QCM
45
Quantinno Capital Management
New York
$889K +$244K +4,198 +42%
Susquehanna International Group
46
Susquehanna International Group
Pennsylvania
$819K -$1.29M -22,258 -63%
SCM
47
SCS Capital Management
Massachusetts
$785K -$482K -8,302 -40%
IFG
48
Independent Financial Group
California
$772K -$63.9K -1,100 -8%
MGIA
49
Moneta Group Investment Advisors
Missouri
$681K – – –
Fifth Third Bancorp
50
Fifth Third Bancorp
Ohio
$611K +$4.94K +85 +0.9%
1
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IAT Hedge Fund Activity: Q2 2026 in Review

173 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q2 2026, worth a combined $314M — up 20% from $261M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IAT positions and 16 closed out — a net gain of 9 holders — while 50 added to existing stakes and 48 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $8.77M. The largest seller was Independent Advisor Alliance, exiting entirely with an estimated $3.11M sold.

  • 173 institutional investors held iShares US Regional Banks ETF (IAT) as of Q2 2026, up from 166 in Q1 2026.
  • Funds reported $314M of iShares US Regional Banks ETF stock for Q2 2026, up 20% quarter-over-quarter.
  • 25 funds opened new iShares US Regional Banks ETF positions in Q2 2026 and 16 closed out, a net change of +9 holders.
  • The largest iShares US Regional Banks ETF buyer in Q2 2026 was BNP Paribas Financial Markets, an estimated $8.77M added.
  • The largest iShares US Regional Banks ETF seller in Q2 2026 was Independent Advisor Alliance, an estimated $3.11M sold.

Based on aggregated 13F filings for Q2 2026.