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iShares US Regional Banks ETF
IAT

165 hedge funds and large institutions have $273M invested in iShares US Regional Banks ETF in 2025 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 48 increasing their positions, 48 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more call options, than puts

Call options by funds: $2.24M | Put options by funds: $1.92M

16% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 19

0% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 48

1% less funds holding

Funds holding: 166 → 165 (-1)

9.31% less ownership

Funds ownership: 48.67% → 39.36% (-9.3%)

12% less capital invested

Capital invested by funds: $310M → $273M (-$36.9M)

Holders
165
Holders Change
-1
Holders Change %
-0.6%
% of All Funds
2.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
22
Increased
48
Reduced
48
Closed
19
Calls
$2.24M
Puts
$1.92M
Net Calls
+$320K
Net Calls Change
+$781K

Top Buyers

1
GHA
GW Henssler & Associates
Georgia
+$9.96M
2
Two Sigma Investments
Two Sigma Investments
New York
+$6.1M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.12M
4
JG
Jain Global
New York
+$3.52M
5
LPL Financial
LPL Financial
California
+$1.72M

Top Sellers

1
EPFB
Employees Provident Fund Board
Malaysia
-$49.5M
2
Morgan Stanley
Morgan Stanley
New York
-$9.18M
3
Truist Financial
Truist Financial
North Carolina
-$4.05M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.79M
5
US Bancorp
US Bancorp
Minnesota
-$3.08M
Name Holding Trade Value Shares
Change 		Change in
Stake
Pathstone Holdings
26
Pathstone Holdings
New Jersey
$2.4M – – –
SCM
27
SCS Capital Management
Massachusetts
$2.21M -$393K -7,534 -15%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$2.04M +$423K +8,116 +26%
Citadel Advisors
29
Citadel Advisors
Florida
$1.98M -$1.04M -19,966 -35%
BPC
30
Banque Pictet & Cie
Switzerland
$1.94M – – –
Thrivent Financial for Lutherans
31
Thrivent Financial for Lutherans
Minnesota
$1.81M +$459K +8,801 +34%
Mariner
32
Mariner
Kansas
$1.6M +$171K +3,273 +12%
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$1.59M +$32.6K +625 +2%
Wealth Enhancement Advisory Services
34
Wealth Enhancement Advisory Services
Minnesota
$1.38M +$54.4K +1,043 +4%
Janney Montgomery Scott
35
Janney Montgomery Scott
Pennsylvania
$1.31M +$216K +4,137 +20%
CAM
36
Carret Asset Management
New York
$1.28M -$31.8K -610 -2%
CCA
37
Cadent Capital Advisors
Oklahoma
$1.16M -$29.2K -560 -2%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$1.1M -$3.79M -72,672 -78%
FSBI
39
Fearless Solutions (Best Invest)
Texas
$1.09M -$32.3K -619 -3%
AAM
40
Augustine Asset Management
Florida
$1.05M – – –
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$1.04M +$12.9K +248 +1%
Renaissance Technologies
42
Renaissance Technologies
New York
$982K +$975K +18,700 New
DWM
43
Dakota Wealth Management
Florida
$971K – – –
HWMO
44
Heritage Wealth Management (Ohio)
Ohio
$938K – – –
IFG
45
Independent Financial Group
California
$896K -$69.3K -1,330 -7%
Jane Street
46
Jane Street
New York
$851K +$258K +4,954 +44%
Stifel Financial
47
Stifel Financial
Missouri
$815K -$127K -2,430 -14%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$781K -$89.7K -1,720 -10%
TCA
49
Transcend Capital Advisors
New Jersey
$762K – – –
D
50
Dentgroup
Louisiana
$700K -$14K -269 -2%
1
2
3 4 5

IAT Hedge Fund Activity: Q3 2025 in Review

165 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in iShares US Regional Banks ETF (IAT) for Q3 2025, worth a combined $273M — down 12% from $310M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IAT positions and 19 closed out — a net gain of 3 holders — while 48 added to existing stakes and 48 trimmed.

The largest buyer was GW Henssler & Associates, opening a new position worth an estimated $9.96M. The largest seller was Employees Provident Fund Board, exiting entirely with an estimated $49.5M sold.

  • 165 institutional investors held iShares US Regional Banks ETF (IAT) as of Q3 2025, down from 166 in Q2 2025.
  • Funds reported $273M of iShares US Regional Banks ETF stock for Q3 2025, down 12% quarter-over-quarter.
  • 22 funds opened new iShares US Regional Banks ETF positions in Q3 2025 and 19 closed out, a net change of +3 holders.
  • The largest iShares US Regional Banks ETF buyer in Q3 2025 was GW Henssler & Associates, an estimated $9.96M added.
  • The largest iShares US Regional Banks ETF seller in Q3 2025 was Employees Provident Fund Board, an estimated $49.5M sold.

Based on aggregated 13F filings for Q3 2025.