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iShares US Regional Banks ETF
IAT

Overview Fund Activity

179 hedge funds and large institutions have $308M invested in iShares US Regional Banks ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 58 increasing their positions, 51 reducing their positions, and 22 closing their positions.

Holders
179
Holders Change
-11
Holders Change %
-5.79%
% of All Funds
2.43%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
58
Reduced
51
Closed
22
Calls
$1.77M
Puts
$2.48M
Net Calls
-$704K
Net Calls Change
+$5.69M

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$34.2M
2
Two Sigma Investments
2
Two Sigma Investments
New York
$3.86M
3
QC
3
Quadrature Capital
United Kingdom
$3.28M
4
SCM
4
SCS Capital Management
Massachusetts
$2.93M
5
Bank of America
5
Bank of America
North Carolina
$28.9M

Top Sellers

1
Thrivent Financial for Lutherans
1
Thrivent Financial for Lutherans
Minnesota
$962K
2
CI
2
CacheTech Inc
Utah
$0
3
AWM
3
Adams Wealth Management
Utah
$0
4
GF
4
Gimbal Financial
Indiana
$0
5
IAA
5
Independent Advisor Alliance
North Carolina
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
26
SCS Capital Management
Massachusetts
$2.93M +$2.93M +62,835 New
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$2.85M +$2.18M +46,822 +327%
MC
28
Martin & Co
Tennessee
$2.83M +$4.85K +104 +0.2%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$2.77M +$765K +16,402 +38%
Jones Financial Companies
30
Jones Financial Companies
Missouri
$2.62M +$717K +15,584 +38%
KIA
31
KCM Investment Advisors
California
$2.52M -$4.57K -98 -0.2%
CAG
32
Crestwood Advisors Group
Massachusetts
$2.45M -$289K -6,200 -11%
BPC
33
Banque Pictet & Cie
Switzerland
$2.1M -$133K -2,858 -6%
TF
34
Tudor Financial
Ohio
$1.9M +$51.9K +1,114 +3%
ASN
35
Advisory Services Network
Georgia
$1.86M -$98.6K -2,115 -5%
CI
36
CX Institutional
Indiana
$1.7M -$809K -17,352 -32%
BNP Paribas Financial Markets
37
BNP Paribas Financial Markets
France
$1.64M +$1.64M +35,250 New
WC
38
Westwind Capital
New Mexico
$1.64M +$651K +13,966 +66%
Marshall Wace
39
Marshall Wace
United Kingdom
$1.5M +$159K +3,407 +12%
Wealth Enhancement Advisory Services
40
Wealth Enhancement Advisory Services
Minnesota
$1.49M -$43.3K -929 -3%
TFF
41
The Family Firm
Maryland
$1.41M +$43.1K +925 +3%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.36M -$75.9K -1,627 -5%
CAM
43
Carret Asset Management
New York
$1.18M +$10K +215 +0.9%
BFWA
44
Benchmark Financial Wealth Advisors
Florida
$1.15M +$1.15M +24,733 New
Mariner
45
Mariner
Kansas
$1.08M -$30.3K -650 -3%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$1.04M +$215K +4,607 +26%
CSS
47
Cubist Systematic Strategies
Connecticut
$1.01M +$428K +9,178 +73%
Janney Montgomery Scott
48
Janney Montgomery Scott
Pennsylvania
$994K -$148K -3,172 -13%
Thrivent Financial for Lutherans
49
Thrivent Financial for Lutherans
Minnesota
$962K -$6.24M -133,854 -87%
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
$949K +$181K +3,876 +24%
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