IAT icon

iShares US Regional Banks ETF

160 hedge funds and large institutions have $257M 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, 56 reducing their positions, and 31 closing their positions.

New
Increased
Maintained
Reduced
Closed

less ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

17% less call options, than puts

Call options by funds: $2.28M | Put options by funds: $2.75M

55% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 31

Holders
160
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.28M
Puts
$2.75M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
26
SCS Capital Management
Massachusetts
$2.45M
Pathstone Holdings
27
Pathstone Holdings
New Jersey
$2.26M
WC
28
Westwind Capital
New Mexico
$1.96M
BPC
29
Banque Pictet & Cie
Switzerland
$1.83M
Marshall Wace
30
Marshall Wace
United Kingdom
$1.77M
TFF
31
The Family Firm
Maryland
$1.66M
BNP Paribas Financial Markets
32
BNP Paribas Financial Markets
France
$1.54M
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.52M
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$1.47M
Mariner
35
Mariner
Kansas
$1.35M
Wealth Enhancement Advisory Services
36
Wealth Enhancement Advisory Services
Minnesota
$1.34M
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$1.27M
CSS
38
Cubist Systematic Strategies
Connecticut
$1.24M
CAM
39
Carret Asset Management
New York
$1.23M
CCA
40
Cadent Capital Advisors
Oklahoma
$1.13M
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$1.03M
AAM
42
Augustine Asset Management
Florida
$991K
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$967K
DWM
44
Dakota Wealth Management
Florida
$916K
Stifel Financial
45
Stifel Financial
Missouri
$889K
HWMO
46
Heritage Wealth Management (Ohio)
Ohio
$884K
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$822K
TCA
48
Transcend Capital Advisors
New Jersey
$718K
TRCT
49
Tower Research Capital (TRC)
New York
$680K
SPC
50
Sigma Planning Corp
Michigan
$675K