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iShares US Regional Banks ETF

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: 166173 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SI
51
Stephens Inc
Arkansas
$606K -$3.31K -57 -0.6%
GCA
52
Gallagher Capital Advisors
Texas
$602K +$3.6K +62 +0.6%
HNWAG
53
High Net Worth Advisory Group
Florida
$569K
PP
54
Patten & Patten
Tennessee
$558K
Northwestern Mutual Wealth Management
55
Northwestern Mutual Wealth Management
Wisconsin
$537K -$1.11M -19,051 -69%
SPC
56
Sigma Planning Corp
Michigan
$535K -$282K -4,854 -36%
Creative Planning
57
Creative Planning
Kansas
$524K -$37.1K -639 -7%
Vanguard Capital Wealth Advisors
58
Vanguard Capital Wealth Advisors
Colorado
$524K +$489K +8,419 New
LFG
59
Larson Financial Group
Missouri
$512K +$25.5K +439 +6%
Jane Street
60
Jane Street
New York
$501K +$60.3K +1,037 +15%
EIP
61
Ellis Investment Partners
Pennsylvania
$499K +$2.32K +40 +0.5%
NSIM
62
North Star Investment Management
Illinois
$497K -$14.5K -250 -3%
OC
63
Oppenheimer & Co
New York
$495K -$10.7K -184 -2%
PFPG
64
Pinnacle Financial Partners (Georgia)
Georgia
$469K -$22.8K -392 -5%
AQR Capital Management
65
AQR Capital Management
Connecticut
$462K +$431K +7,421 New
TFS
66
Thoroughbred Financial Services
Tennessee
$452K +$50.6K +870 +14%
CAP
67
Cordoba Advisory Partners
New York
$440K -$18.9K -325 -4%
HighTower Advisors
68
HighTower Advisors
Illinois
$432K +$697 +12 +0.2%
PAS
69
Park Avenue Securities
New York
$423K -$134K -2,298 -25%
FA
70
Fiduciary Alliance
South Carolina
$407K
NRS
71
Neville Rodie & Shaw
New York
$404K
CIA
72
Concurrent Investment Advisors
Florida
$375K +$350K +6,028 New
CFP
73
Comprehensive Financial Planning
Pennsylvania
$349K +$288K +4,953 +749%
BCG
74
Breakwater Capital Group
New Jersey
$345K +$34.5K +594 +12%
CPIG
75
Chicago Partners Investment Group
Illinois
$340K +$1.98K +34 +0.6%

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.