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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.

New
Increased
Maintained
Reduced
Closed
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 %
AAM
51
Augustine Asset Management
Florida
$933K – – –
DWM
52
Dakota Wealth Management
Florida
$862K – – –
AI
53
Atria Investments
North Carolina
$852K -$82K -1,759 -9%
HWMO
54
Heritage Wealth Management (Ohio)
Ohio
$832K – – –
SPC
55
Sigma Planning Corp
Michigan
$829K -$38.8K -833 -4%
Millennium Management
56
Millennium Management
New York
$783K +$15.3K +329 +2%
D
57
Dentgroup
Louisiana
$736K +$1.07K +23 +0.1%
TCA
58
Transcend Capital Advisors
New Jersey
$676K – – –
SI
59
Stephens Inc
Arkansas
$661K -$35.4K -760 -5%
SWC
60
Spectrum Wealth Counsel
Indiana
$551K -$2.54M -54,540 -82%
NSIM
61
North Star Investment Management
Illinois
$545K -$28K -600 -5%
AR
62
Apeiron RIA
Texas
$541K -$13.9K -299 -3%
MGIA
63
Moneta Group Investment Advisors
Missouri
$520K -$1.91K -41 -0.4%
PAS
64
Park Avenue Securities
New York
$504K +$34.6K +741 +7%
SCA
65
Snowden Capital Advisors
New York
$504K -$71.2K -1,526 -12%
Jane Street
66
Jane Street
New York
$480K +$244K +5,224 +103%
Creative Planning
67
Creative Planning
Kansas
$479K – – –
SFG
68
Sage Financial Group
Pennsylvania
$465K +$2.24K +48 +0.5%
GCA
69
Gallagher Capital Advisors
Texas
$435K -$12.5K -267 -3%
SC
70
SummitTX Capital
Texas
$427K +$427K +9,159 New
BPCE
71
Bank Pictet & Cie (Europe)
Germany
$420K – – –
PP
72
Patten & Patten
Tennessee
$417K – – –
BA
73
Ballew Advisors
Mississippi
$416K +$416K +10,278 New
HF
74
HRT Financial
New York
$413K +$413K +8,859 New
KCPT
75
Kingstone Capital Partners Texas
Texas
$407K +$2.24K +48 +0.6%
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